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State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$6.28M -$568K -12,361 -8%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$6.21M +$5.48M +119,222 +542%
AWMG
53
Alliance Wealth Management Group
New Jersey
$5.96M -$813K -17,683 -12%
OAP
54
One Advisory Partners
Kansas
$5.71M +$1.09M +23,814 +22%
Mariner
55
Mariner
Kansas
$5.7M -$3.47M -75,499 -37%
PAS
56
Park Avenue Securities
New York
$5.7M +$2.27M +49,481 +62%
SFA
57
Sequoia Financial Advisors
Ohio
$5.55M +$4.13M +89,771 +246%
VCM
58
Versant Capital Management
Arizona
$4.46M +$1.09M +23,683 +31%
PAG
59
Private Advisor Group
New Jersey
$4.31M -$1.29M -28,144 -22%
CCMG
60
Clark Capital Management Group
Pennsylvania
$4.12M +$973K +21,172 +29%
BPA
61
Beacon Pointe Advisors
California
$4.09M +$2M +43,564 +88%
WP
62
WealthSource Partners
California
$4.06M +$1.49M +32,513 +54%
IMA
63
Investment Management Associates
Colorado
$4.03M +$4.21M +91,596 New
1WM
64
1900 Wealth Management
Texas
$4M -$311K -6,763 -7%
CG
65
Colony Group
Massachusetts
$3.88M +$22.6K +491 +0.6%
TIM
66
Tortoise Investment Management
New York
$3.73M +$1.04M +22,558 +36%
SFO
67
Stokes Family Office
Louisiana
$3.58M +$2.38M +51,848 +175%
WWA
68
WCG Wealth Advisors
Nevada
$3.54M +$3.56M +77,351 New
UCFA
69
United Capital Financial Advisors
Texas
$3.52M +$79.2K +1,722 +2%
SWM
70
Scissortail Wealth Management
Oklahoma
$3.49M +$3.66M +79,676 New
I
71
INVST
Indiana
$3.4M -$103K -2,243 -3%
HighTower Advisors
72
HighTower Advisors
Illinois
$3.39M +$32.6K +709 +0.9%
KAS
73
Kestra Advisory Services
Texas
$3.35M +$3.05M +66,379 +685%
WC
74
Wealth CMT
New Jersey
$3.33M +$934K +20,311 +37%
CIAS
75
CFS Investment Advisory Services
New Jersey
$3.29M +$148M +3,222,025 +4,831%

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.