We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

264 hedge funds and large institutions have $2.71B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

10% more funds holding

Funds holding: 241 → 264 (+23)

0.6% more ownership

Funds ownership: 91.26% → 91.86% (+0.6%)

0% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$11.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$10.6M
2
Jane Street
Jane Street
New York
+$8.65M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$6.48M
4
CIM
Confluence Investment Management
Missouri
+$4.53M
5
CRC
Curi RMB Capital
Illinois
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
2
Betterment LLC
Betterment LLC
New York
-$13.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.93M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
76
Moser Wealth Advisors
Washington
$1.48M +$1.48M +29,212 New
AWM
77
Apollon Wealth Management
South Carolina
$1.45M +$84.5K +1,669 +6%
IAA
78
Independent Advisor Alliance
North Carolina
$1.39M +$1.39M +27,410 New
FNC
79
First National Corp
Massachusetts
$1.36M +$1.36M +26,930 New
SF
80
Synovus Financial
Georgia
$1.36M -$27.3K -540 -2%
FA
81
FMA Advisory
Pennsylvania
$1.3M -$62.4K -1,233 -5%
FAAS
82
First Allied Advisory Services
California
$1.26M +$156K +3,079 +14%
HA
83
Harborview Advisors
Maine
$1.24M -$11.6K -229 -0.9%
HS
84
Horan Securities
United States
$1.24M -$18.7K -369 -1%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$1.2M +$131K +2,580 +12%
MML Investors Services
86
MML Investors Services
Massachusetts
$1.19M +$30.1K +595 +3%
WTC
87
WhitTier Trust Company
Nevada
$1.17M +$241K +4,767 +26%
MWM
88
Merriman Wealth Management
Washington
$1.14M -$29.2K -577 -2%
PWM
89
Paulson Wealth Management
Illinois
$1.06M -$54.5K -1,076 -5%
BFM
90
Boothbay Fund Management
New York
$1.03M -$990K -19,554 -49%
FFN
91
Focus Financial Network
Minnesota
$1.02M +$11.6K +230 +1%
HFA
92
Huber Financial Advisors
Illinois
$1.01M -$15.2K -300 -1%
BCI
93
Brinker Capital Investments
Pennsylvania
$1M – – –
AA
94
Alesco Advisors
New York
$990K -$248K -4,900 -20%
IA
95
Independence Advisors
Pennsylvania
$957K – – –
FF
96
Friedenthal Financial
New Jersey
$931K -$3.59K -71 -0.4%
AFC
97
AFT Forsyth & Company
Florida
$880K – – –
WCA
98
Westover Capital Advisors
Delaware
$867K -$1.72K -34 -0.2%
HWA
99
HHM Wealth Advisors
Tennessee
$856K +$479K +9,470 +119%
BWA
100
Burt Wealth Advisors
Maryland
$854K – – –
2 3
4
5 6

TFI Hedge Fund Activity: Q4 2019 in Review

264 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2019, worth a combined $2.71B — up 0.42% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 16 closed out — a net gain of 28 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.1M.

  • 264 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $2.71B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.