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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37% → 94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338 → 313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$148M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$131M
3
Bank of America
Bank of America
North Carolina
+$66.3M
4
MAM
Meeder Asset Management
Ohio
+$41.3M
5
GAG
Goodman Advisory Group
Massachusetts
+$17.6M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$249M
2
B
Bailard
California
-$60.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.6M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$26.9M
5
AWE
Avidian Wealth Enterprises
Texas
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
76
SWS Partners
Ohio
$3.08M +$3.22M +69,963 New
NPP
77
New Potomac Partners
Maryland
$2.98M +$2.89M +62,812 +1,269%
WP
78
WealthShield Partners
North Carolina
$2.95M +$1.75M +37,994 +131%
MIAN
79
Mariner Independent Advisor Network
Kansas
$2.93M +$2.32M +50,494 +313%
LI
80
LMCG Investments
Massachusetts
$2.78M +$966K +21,002 +50%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$2.67M -$1.13M -24,598 -29%
CIM
82
Confluence Investment Management
Missouri
$2.65M -$79.5K -1,729 -3%
SWA
83
Stratos Wealth Advisors
Ohio
$2.65M +$1.6M +34,737 +137%
Citigroup
84
Citigroup
New York
$2.61M +$48.2K +1,049 +2%
ERIM
85
Eagle Ridge Investment Management
Connecticut
$2.56M -$303K -6,600 -10%
DJSG
86
D.J. St. Germain
Massachusetts
$2.42M – – –
SW
87
SteelPeak Wealth
California
$2.41M -$754K -16,390 -23%
SIM
88
Sadoff Investment Management
Wisconsin
$2.4M -$46K -1,000 -2%
IA
89
IFP Advisors
Florida
$2.31M -$418K -9,086 -16%
HWA
90
HHM Wealth Advisors
Tennessee
$2.3M -$573K -12,455 -19%
MFA
91
Mayflower Financial Advisors
Massachusetts
$2.25M +$1.12M +24,393 +91%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$2.22M +$489K +10,625 +27%
RA
93
RFG Advisory
Alabama
$2.06M +$2.16M +46,884 New
ClearBridge Investments
94
ClearBridge Investments
New York
$2.03M +$506K +11,000 +31%
MWA
95
Moser Wealth Advisors
Washington
$2.03M +$208K +4,517 +11%
GVAG
96
Great Valley Advisor Group
Delaware
$2.03M +$1.84M +40,025 +656%
AT
97
Arden Trust
Delaware
$1.99M +$506K +11,000 +32%
OIA
98
OneDigital Investment Advisors
Kansas
$1.97M +$2.06M +44,780 New
CWG
99
Cornerstone Wealth Group
North Carolina
$1.96M -$42.2K -917 -2%
ASN
100
Advisory Services Network
Georgia
$1.94M +$1.19M +25,935 +142%
2 3
4
5 6

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.