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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

176 hedge funds and large institutions have $1.42B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $1.03B → $1.42B (+$392M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

15.42% more ownership

Funds ownership: 52.94% → 68.36% (+15%)

12% more funds holding

Funds holding: 157 → 176 (+19)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
38
Increased
59
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
W
Wealthfront
California
+$144M
2
Betterment LLC
Betterment LLC
New York
+$128M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.8M
4
Bank of America
Bank of America
North Carolina
+$29.4M
5
SEI Investments
SEI Investments
Pennsylvania
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$10.3M
3
UBS Group
UBS Group
Switzerland
-$9.69M
4
PAG
Pinnacle Advisory Group
Maryland
-$9.04M
5
UFF
USA Financial Formulas
Michigan
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
76
Financial Engines Advisors
California
$985K +$1M +20,757 New
SIM
77
Sigma Investment Management
Oregon
$956K – – –
CJA
78
C-J Advisory
California
$949K +$1.36K +28 +0.1%
FIM
79
Freedom Investment Management
Connecticut
$943K -$33.7K -697 -3%
FHC
80
First Heartland Consultants
Missouri
$903K -$285K -5,890 -24%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$881K +$899K +18,570 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$850K -$498K -10,291 -36%
AG
83
Advisor Group
Arizona
$838K -$1.77M -36,648 -67%
CONA
84
Capital One National Association
New York
$812K +$829K +17,122 New
SCP
85
Syntal Capital Partners
Texas
$783K +$158K +3,254 +25%
TC
86
Trust Company
Kansas
$762K +$1.55K +32 +0.2%
MFS
87
MSI Financial Services
Massachusetts
$756K -$55.4K -1,145 -7%
BAAM
88
Baker Avenue Asset Management
California
$714K +$143K +2,955 +24%
MWM
89
Merriman Wealth Management
Washington
$684K +$698K +14,417 New
PAG
90
Pinnacle Advisory Group
Maryland
$650K -$9.04M -186,639 -93%
LFAS
91
Level Four Advisory Services
Texas
$598K +$610K +12,595 New
DT
92
Diversified Trust
Tennessee
$584K – – –
RJFSA
93
Raymond James Financial Services Advisors
Florida
$581K -$471K -9,739 -44%
CAL
94
Capital Analysts LLC
Pennsylvania
$571K -$441K -9,103 -43%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$569K +$580K +11,987 New
VAS
96
Valicenti Advisory Services
New York
$566K +$46.4K +958 +9%
ICOA
97
Investment Centers of America
North Dakota
$548K +$21.2K +437 +4%
ML
98
McAdam LLC
Pennsylvania
$544K +$555K +11,461 New
FF
99
Friedenthal Financial
New Jersey
$535K +$66.3K +1,369 +14%
CAM
100
Crestone Asset Management
Colorado
$514K +$525K +10,843 New
2 3
4
5 6

TFI Hedge Fund Activity: Q4 2016 in Review

176 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2016, worth a combined $1.42B — up 38% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TFI positions and 16 closed out — a net gain of 22 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Wealthfront, adding an estimated $144M. The largest seller was Jane Street, cutting an estimated $13.5M.

  • 176 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2016, up from 157 in Q3 2016.
  • Funds reported $1.42B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2016, up 38% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2016 and 16 closed out, a net change of +22 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2016 was Wealthfront, an estimated $144M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2016 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2016.