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State Street SPDR Nuveen ICE Municipal Bond ETF

314 hedge funds and large institutions have $2.7B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

56% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 82

6% more funds holding

Funds holding: 296314 (+18)

2% more capital invested

Capital invested by funds: $2.64B → $2.7B (+$61.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 77.85%77.65% (-0.2%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
128
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
76
Cornerstone Wealth Group
North Carolina
$1.76M -$27.5K -529 -2%
EK
77
Evensky & Katz
Florida
$1.75M +$401K +7,710 +29%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$1.69M +$776K +14,900 +84%
WTC
79
WhitTier Trust Company
Nevada
$1.6M -$174K -3,350 -10%
B
80
Bailard
California
$1.58M +$546K +10,495 +52%
FA
81
FMA Advisory
Pennsylvania
$1.51M +$56.9K +1,094 +4%
GI
82
Gradient Investments
Minnesota
$1.43M +$141K +2,713 +11%
OC
83
Oppenheimer & Co
New York
$1.38M +$1.39M +26,690 New
FFN
84
Focus Financial Network
Minnesota
$1.38M +$58.2K +1,118 +4%
FNC
85
First National Corp
Massachusetts
$1.35M +$85.4K +1,641 +7%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.34M -$48.5K -932 -3%
HA
87
Harborview Advisors
Maine
$1.28M -$22.2K -426 -2%
Comerica Bank
88
Comerica Bank
Texas
$1.24M +$165K +3,166 +15%
BAAM
89
Baker Avenue Asset Management
California
$1.23M +$281K +5,400 +29%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$1.23M -$656K -12,607 -35%
NL
91
NWAM LLC
Washington
$1.22M +$1.23M +23,620 New
ACA
92
Ackerman Capital Advisors
Texas
$1.21M +$1.22M +23,458 New
PCM
93
Prelude Capital Management
New York
$1.21M +$1.22M +23,359 New
MWM
94
Modera Wealth Management
New Jersey
$1.2M +$21.9K +420 +2%
PI
95
Parkside Investments
Illinois
$1.19M +$327K +6,291 +37%
Franklin Resources
96
Franklin Resources
California
$1.13M -$41.6K -800 -4%
Creative Planning
97
Creative Planning
Kansas
$1.11M -$69.2K -1,330 -6%
WCA
98
Westover Capital Advisors
Delaware
$1.07M +$47.9K +921 +5%
AA
99
Alesco Advisors
New York
$1.06M +$52.1K +1,001 +5%
AWM
100
Apollon Wealth Management
South Carolina
$1.06M +$148K +2,845 +16%

TFI Hedge Fund Activity: Q1 2021 in Review

314 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2021, worth a combined $2.7B — up 2.3% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TFI positions and 25 closed out — a net gain of 22 holders — while 128 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $28.1M. The largest seller was Wealthfront Advisers, cutting an estimated $19.4M.

  • 314 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2021, up from 296 in Q4 2020.
  • Funds reported $2.7B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2021 and 25 closed out, a net change of +22 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2021 was Bank of America, an estimated $28.1M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2021 was Wealthfront Advisers, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2021.