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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

181 hedge funds and large institutions have $1.75B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$88.8M)

2.6% more ownership

Funds ownership: 69.06% → 71.66% (+2.6%)

1% more funds holding

Funds holding: 180 → 181 (+1)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
4.51%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
21
Increased
69
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.9M
2
Citigroup
Citigroup
New York
+$17.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.8M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$14.6M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$8.92M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$11.3M
2
CS
Credit Suisse
Switzerland
-$11.2M
3
W
Wealthfront
California
-$9.27M
4
Jane Street
Jane Street
New York
-$8.96M
5
Morgan Stanley
Morgan Stanley
New York
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Advisor Group
Arizona
$1.06M +$55.2K +1,125 +5%
VAS
77
Valicenti Advisory Services
New York
$1.05M +$188K +3,836 +22%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$1.01M +$309K +6,295 +44%
WT
79
Whittier Trust
California
$1.01M – – –
TIM
80
Tortoise Investment Management
New York
$989K +$4.91K +100 +0.5%
MML Investors Services
81
MML Investors Services
Massachusetts
$989K +$145K +2,950 +17%
SIM
82
Sigma Investment Management
Oregon
$986K – – –
FAAS
83
First Allied Advisory Services
California
$967K +$5.4K +110 +0.6%
IWMA
84
Ironwood Wealth Management (Arizona)
Arizona
$963K +$966K +19,695 New
CJA
85
C-J Advisory
California
$956K +$5.15K +105 +0.5%
PI
86
Parkside Investments
Illinois
$905K +$319K +6,500 +54%
FHC
87
First Heartland Consultants
Missouri
$899K +$1.81K +37 +0.2%
HPC
88
HM Payson & Co
Maine
$850K -$172K -3,500 -17%
DJSG
89
D.J. St. Germain
Massachusetts
$806K +$263K +5,368 +48%
SCP
90
Syntal Capital Partners
Texas
$804K – – –
NFG
91
Nations Financial Group
Iowa
$793K +$12.2K +249 +2%
DWT
92
Dorsey & Whitney Trust
South Dakota
$750K -$21.6K -440 -3%
DC
93
Davenport & Co
Virginia
$707K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$694K -$49.6K -1,011 -7%
AIA
95
Allegis Investment Advisors
Idaho
$682K +$453K +9,233 +196%
TC
96
Trust Company
Kansas
$668K -$105K -2,144 -14%
BAAM
97
Baker Avenue Asset Management
California
$641K +$59.9K +1,220 +10%
DT
98
Diversified Trust
Tennessee
$602K – – –
FF
99
Friedenthal Financial
New Jersey
$567K +$5.74K +117 +1%
LFAS
100
Level Four Advisory Services
Texas
$495K -$111K -2,254 -18%
2 3
4
5 6

TFI Hedge Fund Activity: Q3 2017 in Review

181 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2017, worth a combined $1.75B — up 5.4% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFI positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 51 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $42.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.3M sold.

  • 181 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2017, up from 180 in Q2 2017.
  • Funds reported $1.75B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2017 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $42.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2017.