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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
101
Syntal Capital Partners
Texas
$805K – – –
NFG
102
Nations Financial Group
Iowa
$797K +$3.28K +67 +0.4%
A
103
AdvicePeriod
California
$773K +$772K +15,779 New
TIM
104
Tortoise Investment Management
New York
$772K -$218K -4,460 -22%
MWM
105
Merriman Wealth Management
Washington
$730K +$729K +14,906 New
IA
106
IFP Advisors
Florida
$698K +$203K +4,144 +41%
Renaissance Technologies
107
Renaissance Technologies
New York
$651K +$650K +13,295 New
DWT
108
Dorsey & Whitney Trust
South Dakota
$609K -$142K -2,895 -19%
DT
109
Diversified Trust
Tennessee
$603K – – –
FF
110
Friedenthal Financial
New Jersey
$581K +$13.4K +273 +2%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$576K +$575K +11,761 New
LFAS
112
Level Four Advisory Services
Texas
$520K +$23.9K +489 +5%
VIA
113
Vantage Investment Advisors
Pennsylvania
$478K +$477K +9,752 New
US Bancorp
114
US Bancorp
Minnesota
$475K +$5.43K +111 +1%
Creative Planning
115
Creative Planning
Kansas
$473K +$83.5K +1,706 +21%
NL
116
NWAM LLC
Washington
$464K – – –
HSA
117
HBK Sorce Advisory
Pennsylvania
$464K +$463K +9,465 New
GI
118
Gradient Investments
Minnesota
$460K -$33.1K -676 -7%
BAAM
119
Baker Avenue Asset Management
California
$454K -$187K -3,830 -29%
HCM
120
Harvest Capital Management
New Hampshire
$454K – – –
TSS
121
Two Sigma Securities
New York
$434K +$434K +8,871 New
DI
122
Diligent Investors
California
$405K -$9.79K -200 -2%
First Trust Advisors
123
First Trust Advisors
Illinois
$391K +$5.04K +103 +1%
TI
124
Truepoint Inc
Ohio
$384K -$48.8K -998 -11%
HFA
125
Huber Financial Advisors
Illinois
$376K +$376K +7,685 New
3 4
5
6 7

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.