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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
I
76
INVST
Indiana
$2.99M +$28K +604 +0.9%
HWA
77
HHM Wealth Advisors
Tennessee
$2.97M -$323K -6,981 -10%
HighTower Advisors
78
HighTower Advisors
Illinois
$2.94M -$619K -13,363 -17%
MLA
79
My Legacy Advisors
Oregon
$2.82M +$1.01M +21,759 +55%
PAS
80
Park Avenue Securities
New York
$2.68M +$241K +5,204 +10%
NPP
81
New Potomac Partners
Maryland
$2.68M -$43.1K -930 -2%
ACP
82
Aveo Capital Partners
Colorado
$2.61M -$3.42M -73,902 -57%
CAN
83
Cetera Advisor Networks
California
$2.45M -$29.4K -634 -1%
WA
84
WBH Advisory
Maryland
$2.45M +$61.1K +1,320 +3%
PAG
85
Private Advisor Group
New Jersey
$2.24M -$614K -13,266 -21%
FNC
86
First National Corp
Massachusetts
$2.21M
TIM
87
Tortoise Investment Management
New York
$2.2M -$83.5K -1,803 -4%
WA
88
Wealth Alliance
New York
$2.11M +$648K +14,000 +44%
FTS
89
Fifth Third Securities
Ohio
$2.08M +$2.09M +45,162 New
TCA
90
Transcend Capital Advisors
New Jersey
$2.05M +$367K +7,933 +22%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$2M +$65.8K +1,420 +3%
ASN
92
Advisory Services Network
Georgia
$1.98M +$330K +7,131 +20%
IA
93
IFP Advisors
Florida
$1.96M -$71.9K -1,552 -4%
MWA
94
Moser Wealth Advisors
Washington
$1.85M +$1.85M +39,990 New
ERIC
95
Eagle Rock Investment Company
Georgia
$1.8M
DJSG
96
D.J. St. Germain
Massachusetts
$1.8M +$1.81M +39,019 New
Citigroup
97
Citigroup
New York
$1.79M -$305K -6,576 -14%
CWS
98
Cypress Wealth Services
California
$1.79M -$532K -11,491 -23%
CIAS
99
CFS Investment Advisory Services
New Jersey
$1.71M -$207K -4,467 -11%
EK
100
Evensky & Katz
Florida
$1.64M +$338K +7,307 +26%

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.