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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

215 hedge funds and large institutions have $2.45B invested in SPDR Nuveen ICE Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
22
Increased
79
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$342M
2
CSIA
Charles Schwab Investment Advisory
California
+$150M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.9M
4
SWP
Stratos Wealth Partners
Ohio
+$10.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.31M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$55.3M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$13.7M
3
Morgan Stanley
Morgan Stanley
New York
-$8.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.02M
5
Betterment LLC
Betterment LLC
New York
-$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$1.16M -$211K -4,449 -15%
PWM
77
Paulson Wealth Management
Illinois
$1.11M +$42.7K +906 +4%
Franklin Resources
78
Franklin Resources
California
$1.09M +$1.09M +22,904 New
RJFSA
79
Raymond James Financial Services Advisors
Florida
$965K +$57.7K +1,216 +6%
SIM
80
Sigma Investment Management
Oregon
$957K – – –
CJA
81
C-J Advisory
California
$906K -$34.3K -721 -4%
CAM
82
Caprin Asset Management
Virginia
$902K -$184K -3,868 -17%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$884K +$1.47K +31 +0.2%
IWP
84
Icon Wealth Partners
Texas
$864K +$142K +2,996 +20%
FAAS
85
First Allied Advisory Services
California
$845K -$115K -2,425 -12%
SCP
86
Syntal Capital Partners
Texas
$838K +$838K +17,666 New
DC
87
Davenport & Co
Virginia
$835K -$93K -1,960 -10%
AFC
88
AFT Forsyth & Company
Florida
$834K – – –
FHC
89
First Heartland Consultants
Missouri
$789K -$19.1K -403 -2%
IA
90
IFP Advisors
Florida
$783K +$13.1K +276 +2%
NFG
91
Nations Financial Group
Iowa
$779K +$2.47K +52 +0.3%
CRC
92
Curi RMB Capital
Illinois
$770K +$545K +11,480 +242%
NL
93
NWAM LLC
Washington
$759K +$105K +2,200 +16%
AG
94
Advisor Group
Arizona
$755K +$157K +3,313 +26%
DT
95
Diversified Trust
Tennessee
$744K +$159K +3,349 +27%
Creative Planning
96
Creative Planning
Kansas
$736K +$269K +5,660 +58%
LFAS
97
Level Four Advisory Services
Texas
$721K +$46.5K +979 +7%
APP
98
Avantax Planning Partners
Iowa
$714K +$714K +15,047 New
TIM
99
Tortoise Investment Management
New York
$712K -$28.5K -600 -4%
DJSG
100
D.J. St. Germain
Massachusetts
$697K -$129K -2,720 -16%
2 3
4
5 6