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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 82

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$188M)

2% more funds holding

Funds holding: 314319 (+5)

2.09% less ownership

Funds ownership: 77.65%75.56% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
122
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
51
INVST
Indiana
$3.23M +$121K +2,335 +4%
SIM
52
Sadoff Investment Management
Wisconsin
$3.09M -$33.8K -650 -1%
PEA
53
Pacific Edge Advisors
California
$3.04M +$120K +2,300 +4%
HWA
54
HHM Wealth Advisors
Tennessee
$2.87M +$56.6K +1,087 +2%
CIM
55
Confluence Investment Management
Missouri
$2.81M +$60.1K +1,156 +2%
OC
56
Oppenheimer & Co
New York
$2.71M +$1.31M +25,215 +94%
SW
57
SteelPeak Wealth
California
$2.7M +$28.8K +554 +1%
WP
58
WealthSource Partners
California
$2.58M -$2.55K -49 -0.1%
JWA
59
JFS Wealth Advisors
Pennsylvania
$2.56M +$173K +3,329 +7%
OCM
60
One Capital Management
California
$2.55M -$476K -9,145 -16%
NPP
61
New Potomac Partners
Maryland
$2.53M +$260K +5,000 +11%
HSA
62
HBK Sorce Advisory
Pennsylvania
$2.49M -$230K -4,422 -8%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$302K +5,811 +14%
SFA
64
Sequoia Financial Advisors
Ohio
$2.47M -$1.84M -35,358 -43%
JP Morgan Chase
65
JP Morgan Chase
New York
$2.42M +$48.9K +939 +2%
DJSG
66
D.J. St. Germain
Massachusetts
$2.41M +$140K +2,690 +6%
Deutsche Bank
67
Deutsche Bank
Germany
$2.33M +$244K +4,684 +12%
OAP
68
One Advisory Partners
Kansas
$2.29M -$47.8K -918 -2%
FTUS
69
Flow Traders U.S.
New York
$2.23M +$2.23M +42,852 New
MWA
70
Moser Wealth Advisors
Washington
$2.23M +$219K +4,200 +11%
BC
71
Brio Consultants
California
$2.21M +$419K +8,060 +23%
DC
72
Davenport & Co
Virginia
$2.18M -$47.3K -910 -2%
EK
73
Evensky & Katz
Florida
$2.05M +$281K +5,393 +16%
HighTower Advisors
74
HighTower Advisors
Illinois
$2M -$928K -17,839 -32%
FWP
75
FAS Wealth Partners
Kansas
$1.9M -$14.4K -277 -0.8%

TFI Hedge Fund Activity: Q2 2021 in Review

319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2021, worth a combined $2.89B — up 7% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TFI positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.7M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2021, up 7% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2021 and 27 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $155M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2021.