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State Street SPDR Nuveen ICE Municipal Bond ETF

341 hedge funds and large institutions have $4.2B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $3.63B → $4.2B (+$570M)

12% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 105

6.77% more ownership

Funds ownership: 86.08%92.85% (+6.8%)

6% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 50

0% more funds holding

Funds holding: 341341 (0)

Holders
341
Holders Change
Holders Change %
0%
% of All Funds
5.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
118
Reduced
105
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
76
HHM Wealth Advisors
Tennessee
$2.64M -$144K -2,894 -5%
ACA
77
Ackerman Capital Advisors
Texas
$2.6M +$1.92M +38,538 +245%
EK
78
Evensky & Katz
Florida
$2.59M +$502K +10,074 +23%
LI
79
LMCG Investments
Massachusetts
$2.57M +$2.67M +53,607 New
DJSG
80
D.J. St. Germain
Massachusetts
$2.54M +$7.97K +160 +0.3%
DWM
81
Drive Wealth Management
Utah
$2.52M +$2.62M +52,588 New
PAS
82
Park Avenue Securities
New York
$2.37M -$7.67M -153,893 -76%
BC
83
Brio Consultants
California
$2.32M +$272K +5,448 +13%
ClearBridge Investments
84
ClearBridge Investments
New York
$2.26M +$552K +11,068 +31%
MIAN
85
Mariner Independent Advisor Network
Kansas
$2.25M -$194K -3,892 -8%
AT
86
Arden Trust
Delaware
$2.21M +$539K +10,808 +31%
First Trust Advisors
87
First Trust Advisors
Illinois
$2.17M +$1.95M +39,047 +616%
CWG
88
Cornerstone Wealth Group
North Carolina
$2.02M +$283K +5,677 +16%
WAL
89
W Advisors LLC
Tennessee
$2M +$1.82M +36,439 +679%
CPW
90
Catalyst Private Wealth
California
$2M +$1.47M +29,559 +243%
MWA
91
Moser Wealth Advisors
Washington
$1.99M -$7.48K -150 -0.4%
SFA
92
Sequoia Financial Advisors
Ohio
$1.97M -$342K -6,869 -14%
FC
93
Financial Council
Maryland
$1.96M -$44K -882 -2%
MG
94
Mather Group
Illinois
$1.91M +$1.99M +39,849 New
WTC
95
WhitTier Trust Company
Nevada
$1.91M
UCFA
96
United Capital Financial Advisors
Texas
$1.86M -$53.5K -1,073 -3%
Deutsche Bank
97
Deutsche Bank
Germany
$1.86M -$24.3K -488 -1%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.83M -$321K -6,438 -14%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$1.83M -$277K -5,552 -13%
Goldman Sachs
100
Goldman Sachs
New York
$1.79M +$794K +15,939 +74%

TFI Hedge Fund Activity: Q1 2022 in Review

341 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2022, worth a combined $4.2B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TFI positions and 50 closed out — a net gain of 3 holders — while 118 added to existing stakes and 105 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $190M.

  • 341 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $4.2B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2022, up 16% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2022 and 50 closed out, a net change of +3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2022 was Wealthfront Advisers, an estimated $357M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2022.