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State Street SPDR Nuveen ICE Municipal Bond ETF

241 hedge funds and large institutions have $2.58B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$198M)

5.57% more ownership

Funds ownership: 84.47%90.04% (+5.6%)

0% less funds holding

Funds holding: 242241 (-1)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
25
Increased
57
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$1.37M +$116K +2,384 +9%
ECM
77
Exchange Capital Management
Michigan
$1.36M -$162K -3,345 -11%
HS
78
Horan Securities
United States
$1.35M -$20.3K -418 -2%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.23M -$87K -1,793 -7%
HFA
80
Huber Financial Advisors
Illinois
$1.22M -$630K -12,971 -34%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.19M -$1.78M -36,665 -60%
Franklin Resources
82
Franklin Resources
California
$1.12M
MWM
83
Merriman Wealth Management
Washington
$1.12M -$1.39M -28,622 -56%
FAAS
84
First Allied Advisory Services
California
$1.11M +$225K +4,637 +26%
PWM
85
Paulson Wealth Management
Illinois
$1.07M -$70.3K -1,449 -6%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.06M +$157K +3,229 +18%
HA
87
Harborview Advisors
Maine
$1.04M +$1.02M +21,028 New
WTC
88
WhitTier Trust Company
Nevada
$937K -$50.5K -1,040 -5%
IA
89
Independence Advisors
Pennsylvania
$933K
WCA
90
Westover Capital Advisors
Delaware
$924K -$281K -5,781 -24%
BTS
91
BB&T Securities
Virginia
$923K +$96K +1,977 +12%
CJA
92
C-J Advisory
California
$918K -$4.8K -99 -0.5%
FHC
93
First Heartland Consultants
Missouri
$906K +$86.8K +1,789 +11%
IWMA
94
Ironwood Wealth Management (Arizona)
Arizona
$877K -$48.9K -1,008 -5%
SCP
95
Syntal Capital Partners
Texas
$870K
AFC
96
AFT Forsyth & Company
Florida
$865K
VA
97
Valmark Advisers
Ohio
$847K -$299K -6,169 -26%
DC
98
Davenport & Co
Virginia
$846K +$28.3K +583 +4%
BWA
99
Burt Wealth Advisors
Maryland
$832K -$118K -2,434 -13%
NFG
100
Nations Financial Group
Iowa
$814K +$1.8K +37 +0.2%

TFI Hedge Fund Activity: Q1 2019 in Review

241 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2019, worth a combined $2.58B — up 8.3% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFI positions and 21 closed out — a net gain of 4 holders — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $204M. The largest seller was Bank of America, cutting an estimated $49M.

  • 241 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2019, down from 242 in Q4 2018.
  • Funds reported $2.58B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2019 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $204M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2019 was Bank of America, an estimated $49M sold.

Based on aggregated 13F filings for Q1 2019.