We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 313319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2%85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$6.84M
TCM
52
Towercrest Capital Management
Pennsylvania
$6.77M -$496K -11,046 -7%
AAS
53
Avantax Advisory Services
Texas
$6.73M +$6.62M +147,467 New
API
54
Advisor Partners II
California
$6.59M +$6.49M +144,401 New
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$6.53M +$83.2K +1,852 +1%
AWA
56
Aquire Wealth Advisors
Utah
$6.41M -$427K -9,512 -6%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$6.19M +$4.2M +93,442 +221%
TPCW
58
TD Private Client Wealth
New York
$6.15M -$1.74M -38,774 -22%
MG
59
Mather Group
Illinois
$6.01M -$1.06M -23,535 -15%
WP
60
WealthSource Partners
California
$5.77M +$1.53M +34,061 +37%
AWMG
61
Alliance Wealth Management Group
New Jersey
$5.67M -$496K -11,045 -8%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$5.59M -$2.13M -47,498 -29%
ACP
63
Aveo Capital Partners
Colorado
$5.58M +$3.86M +85,926 +236%
SFG
64
Sage Financial Group
Pennsylvania
$5.42M +$4.88M +108,693 +1,069%
1WM
65
1900 Wealth Management
Texas
$5.41M +$1.25M +27,757 +31%
EC
66
Elequin Capital
New York
$5.28M +$5.2M +115,786 New
CCM
67
Condor Capital Management
New Jersey
$4.87M -$3.21M -71,465 -40%
PAS
68
Park Avenue Securities
New York
$4.73M -$1.16M -25,926 -20%
VCM
69
Versant Capital Management
Arizona
$4.72M +$95.3K +2,122 +2%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$4.61M +$4.47M +99,537 +6,252%
UCFA
71
United Capital Financial Advisors
Texas
$4.45M +$781K +17,398 +22%
GVAG
72
Great Valley Advisor Group
Delaware
$4.3M +$2.16M +48,166 +104%
OAP
73
One Advisory Partners
Kansas
$4.23M -$1.66M -37,051 -29%
RWP
74
RWA Wealth Partners
Massachusetts
$4.18M +$2.1M +46,681 +108%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$4M +$1.66M +37,065 +73%

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.