State Street SPDR Nuveen ICE Municipal Bond ETF
145 hedge funds and large institutions have $863M invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 13 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 36
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
10% more capital invested
Capital invested by funds: $784M → $863M (+$78.9M)
2% more funds holding
Funds holding: 142 → 145 (+3)
1.38% less ownership
Funds ownership: 29.81% → 28.43% (-1.4%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$13.4M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$13.3M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$12.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 5 |
Betterment LLC
New York
|
+$9.99M |
Top Sellers
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$13.9M |
| 2 |
Citigroup
New York
|
-$8.29M |
| 3 |
JP Morgan Chase
New York
|
-$7.53M |
| 4 |
Barclays
London,
United Kingdom
|
-$3.94M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.42M |
TFI Hedge Fund Activity: Q3 2015 in Review
145 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2015, worth a combined $863M — up 10% from $784M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new TFI positions and 13 closed out — a net gain of 7 holders — while 59 added to existing stakes and 36 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $13.4M. The largest seller was FDx Advisors, exiting entirely with an estimated $13.9M sold.
- 145 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2015, up from 142 in Q2 2015.
- Funds reported $863M of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2015, up 10% quarter-over-quarter.
- 20 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2015 and 13 closed out, a net change of +7 holders.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2015 was Fisher Asset Management, an estimated $13.4M added.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2015 was FDx Advisors, an estimated $13.9M sold.
Based on aggregated 13F filings for Q3 2015.