We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
76
Patton Albertson Miller Group
Tennessee
$1.44M -$22.9K -469 -2%
DP
77
Denver PWM
Colorado
$1.43M +$157K +3,216 +12%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$1.41M -$235K -4,802 -14%
AA
79
Alesco Advisors
New York
$1.31M -$1.22K -25 -0.1%
PWM
80
Paulson Wealth Management
Illinois
$1.3M +$1.3M +26,593 New
FC
81
Financial Consulate
Maryland
$1.26M +$102K +2,094 +9%
IWP
82
Icon Wealth Partners
Texas
$1.26M +$1.26M +25,765 New
WCA
83
Westover Capital Advisors
Delaware
$1.24M +$173K +3,526 +16%
FIM
84
Freedom Investment Management
Connecticut
$1.21M +$91.7K +1,875 +8%
Franklin Resources
85
Franklin Resources
California
$1.18M – – –
VAS
86
Valicenti Advisory Services
New York
$1.17M +$115K +2,354 +11%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.14M -$153K -3,118 -12%
AG
88
Advisor Group
Arizona
$1.12M +$56.6K +1,157 +5%
PI
89
Parkside Investments
Illinois
$1.11M +$205K +4,200 +23%
MML Investors Services
90
MML Investors Services
Massachusetts
$1.11M +$117K +2,401 +12%
DJSG
91
D.J. St. Germain
Massachusetts
$1.03M +$227K +4,634 +28%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$1.03M +$14.1K +288 +1%
FAAS
93
First Allied Advisory Services
California
$1.01M +$49.4K +1,010 +5%
WT
94
Whittier Trust
California
$1.01M – – –
SIM
95
Sigma Investment Management
Oregon
$987K – – –
CJA
96
C-J Advisory
California
$963K +$6.12K +125 +0.6%
HPC
97
HM Payson & Co
Maine
$890K +$39.4K +806 +5%
AFC
98
AFT Forsyth & Company
Florida
$875K +$874K +17,865 New
FHC
99
First Heartland Consultants
Missouri
$834K -$65.9K -1,347 -7%
DC
100
Davenport & Co
Virginia
$814K +$106K +2,175 +15%
2 3
4
5 6

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.