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State Street SPDR Nuveen ICE Municipal Bond ETF

268 hedge funds and large institutions have $2.69B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $2.63M

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

2% less funds holding

Funds holding: 273268 (-5)

16% less capital invested

Capital invested by funds: $3.19B → $2.69B (-$502M)

18.67% less ownership

Funds ownership: 98.71%80.04% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

Holders
268
Holders Change
-5
Holders Change %
-1.83%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
33
Increased
72
Reduced
98
Closed
34
Calls
$4.65M
Puts
$2.63M
Net Calls
+$2.01M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
FMA Advisory
Pennsylvania
$1.34M +$15.6K +306 +1%
5L
77
55I LLC
Massachusetts
$1.32M +$56.6K +1,111 +5%
SF
78
Synovus Financial
Georgia
$1.29M -$1.05M -20,654 -45%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.28M -$170K -3,335 -12%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$1.26M +$39.7K +779 +3%
FNC
81
First National Corp
Massachusetts
$1.23M -$178K -3,488 -13%
WTC
82
WhitTier Trust Company
Nevada
$1.18M -$10.5K -206 -0.9%
AWM
83
Apollon Wealth Management
South Carolina
$1.18M -$171K -3,352 -13%
HA
84
Harborview Advisors
Maine
$1.17M -$12.4K -244 -1%
Comerica Bank
85
Comerica Bank
Texas
$1.07M +$627K +12,308 +150%
AAP
86
Arax Advisory Partners
Colorado
$1.04M -$201K -3,952 -16%
Franklin Resources
87
Franklin Resources
California
$1.03M -$2.8M -54,902 -74%
SC
88
Savant Capital
Illinois
$1.02M -$27.2K -534 -3%
AA
89
Alesco Advisors
New York
$1.01M
BC
90
Brio Consultants
California
$1M +$990K +19,440 New
PWM
91
Paulson Wealth Management
Illinois
$1M -$15.4K -302 -2%
MWM
92
Merriman Wealth Management
Washington
$991K -$13.1K -258 -1%
IA
93
Independence Advisors
Pennsylvania
$978K
BCI
94
Brinker Capital Investments
Pennsylvania
$911K -$109K -2,141 -11%
AFC
95
AFT Forsyth & Company
Florida
$899K
FHC
96
First Heartland Consultants
Missouri
$895K +$63.4K +1,244 +8%
GI
97
Gradient Investments
Minnesota
$879K +$509K +9,988 +142%
WCA
98
Westover Capital Advisors
Delaware
$871K -$3.46K -68 -0.4%
EWM
99
EPG Wealth Management
Georgia
$868K -$2.55K -50 -0.3%
FFN
100
Focus Financial Network
Minnesota
$859K -$274K -5,387 -24%

TFI Hedge Fund Activity: Q2 2020 in Review

268 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2020, worth a combined $2.69B — down 16% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TFI and 33 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 72 added.

The largest buyer was Wealthfront Advisers, adding an estimated $81.9M. The largest seller was Financial Engines Advisors, cutting an estimated $631M.

  • 268 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2020, down from 273 in Q1 2020.
  • Funds reported $2.69B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2020 and 34 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2020 was Wealthfront Advisers, an estimated $81.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $631M sold.

Based on aggregated 13F filings for Q2 2020.