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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
OAP
51
One Advisory Partners
Kansas
$4.79M +$576K +12,434 +14%
SFG
52
Sage Financial Group
Pennsylvania
$4.75M
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$4.72M -$1.39M -30,048 -23%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$4.64M +$37.6K +811 +0.8%
VCM
55
Versant Capital Management
Arizona
$4.6M -$105K -2,260 -2%
IWC
56
Integrated Wealth Concepts
Massachusetts
$4.51M -$34.2M -739,392 -88%
OIA
57
OneDigital Investment Advisors
Kansas
$4.38M +$1.4M +30,142 +47%
KWM
58
Keebeck Wealth Management
Illinois
$4.31M +$2.44M +52,709 +129%
AP
59
Advisors Preferred
Maryland
$4.29M -$2.58M -55,793 -37%
SFO
60
Stokes Family Office
Louisiana
$4.28M +$630K +13,611 +17%
BPA
61
Beacon Pointe Advisors
California
$4.25M +$400K +8,629 +10%
MFA
62
Mayflower Financial Advisors
Massachusetts
$4.25M +$595K +12,849 +16%
RWP
63
RWA Wealth Partners
Massachusetts
$4.11M -$38.2K -824 -0.9%
UCFA
64
United Capital Financial Advisors
Texas
$4.01M -$197K -4,265 -5%
SW
65
SteelPeak Wealth
California
$3.98M +$79.6K +1,719 +2%
SWA
66
Stratos Wealth Advisors
Ohio
$3.9M +$1.29M +27,806 +49%
Ameriprise
67
Ameriprise
Minnesota
$3.63M -$31.1K -672 -0.8%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$3.58M +$994K +21,465 +38%
WC
69
Wealth CMT
New Jersey
$3.52M -$137K -2,966 -4%
CAG
70
Crestwood Advisors Group
Massachusetts
$3.51M -$928K -20,033 -21%
AO
71
Advisor OS
Illinois
$3.49M +$2.24M +48,378 +178%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$3.23M -$3.74M -80,674 -54%
Mariner
73
Mariner
Kansas
$3.21M +$1M +21,613 +45%
SP
74
SWS Partners
Ohio
$3.04M +$59.3K +1,280 +2%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$3M +$108K +2,331 +4%

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.