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State Street SPDR Nuveen ICE Municipal Bond ETF

325 hedge funds and large institutions have $3.17B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $2.89B → $3.17B (+$280M)

8.41% more ownership

Funds ownership: 75.56%83.97% (+8.4%)

2% more funds holding

Funds holding: 319325 (+6)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
126
Reduced
86
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
51
INVST
Indiana
$3.34M +$158K +3,032 +5%
DC
52
Derby & Company
Massachusetts
$3.19M -$401K -7,697 -11%
AAP
53
Arax Advisory Partners
Colorado
$3.19M -$103K -1,980 -3%
NPP
54
New Potomac Partners
Maryland
$3.15M +$656K +12,585 +26%
SIM
55
Sadoff Investment Management
Wisconsin
$3.06M -$939 -18 -0%
HWA
56
HHM Wealth Advisors
Tennessee
$2.96M +$127K +2,427 +4%
CIM
57
Confluence Investment Management
Missouri
$2.87M +$84.7K +1,624 +3%
WP
58
WealthSource Partners
California
$2.84M +$293K +5,610 +11%
OC
59
Oppenheimer & Co
New York
$2.73M +$56.1K +1,075 +2%
SW
60
SteelPeak Wealth
California
$2.71M +$39.3K +753 +1%
DJSG
61
D.J. St. Germain
Massachusetts
$2.65M +$272K +5,218 +11%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$2.59M +$134K +2,562 +5%
OCM
63
One Capital Management
California
$2.5M -$24.5K -470 -1%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.49M +$517K +9,918 +26%
JWA
65
JFS Wealth Advisors
Pennsylvania
$2.47M -$63.3K -1,214 -2%
HSA
66
HBK Sorce Advisory
Pennsylvania
$2.46M
BC
67
Brio Consultants
California
$2.42M +$227K +4,344 +10%
EK
68
Evensky & Katz
Florida
$2.23M +$207K +3,965 +10%
MWA
69
Moser Wealth Advisors
Washington
$2.2M
FC
70
Financial Council
Maryland
$2.17M +$2.19M +41,999 New
DC
71
Davenport & Co
Virginia
$2.16M -$1.56K -30 -0.1%
Deutsche Bank
72
Deutsche Bank
Germany
$2.06M -$244K -4,684 -10%
AO
73
Advisor OS
Illinois
$1.95M -$1.69M -32,466 -46%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.93M +$58.9K +1,130 +3%
ClearBridge Investments
75
ClearBridge Investments
New York
$1.86M +$70.6K +1,353 +4%

TFI Hedge Fund Activity: Q3 2021 in Review

325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2021, worth a combined $3.17B — up 9.7% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFI positions and 23 closed out — a net gain of 12 holders — while 126 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $186M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $15.5M.

  • 325 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $3.17B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2021 and 23 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $186M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2021 was Qube Research & Technologies (QRT), an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2021.