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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

242 hedge funds and large institutions have $2.38B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 61 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

13% more funds holding

Funds holding: 215 → 242 (+27)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.7M)

5.51% less ownership

Funds ownership: 89.98% → 84.47% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 84

Holders
242
Holders Change
+27
Holders Change %
+12.56%
% of All Funds
5.39%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
56
Increased
61
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$81.9M
2
CSIA
Charles Schwab Investment Advisory
California
+$43.7M
3
State Street
State Street
Massachusetts
+$27.2M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$19.5M
5
PWG
Private Wealth Group
Florida
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$60.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$51.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$23.6M
4
BC
Brinker Capital
Pennsylvania
-$21.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
Independence Advisors
Pennsylvania
$911K +$896K +18,930 New
IWMA
102
Ironwood Wealth Management (Arizona)
Arizona
$905K -$458K -9,676 -34%
CJA
103
C-J Advisory
California
$905K -$12.8K -271 -1%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$885K -$11.1K -234 -1%
FAAS
105
First Allied Advisory Services
California
$864K +$7.57K +160 +0.9%
SCP
106
Syntal Capital Partners
Texas
$850K – – –
AFC
107
AFT Forsyth & Company
Florida
$845K – – –
BTS
108
BB&T Securities
Virginia
$807K -$448K -9,473 -36%
DC
109
Davenport & Co
Virginia
$798K -$47.3K -1,000 -6%
FHC
110
First Heartland Consultants
Missouri
$798K -$1.56K -33 -0.2%
NFG
111
Nations Financial Group
Iowa
$793K +$3.5K +74 +0.5%
RWP
112
RWA Wealth Partners
Massachusetts
$775K -$12.4M -261,136 -94%
NL
113
NWAM LLC
Washington
$769K – – –
DT
114
Diversified Trust
Tennessee
$760K +$5.82K +123 +0.8%
DJSG
115
D.J. St. Germain
Massachusetts
$740K +$33.6K +710 +5%
JP Morgan Chase
116
JP Morgan Chase
New York
$663K +$3.46K +73 +0.5%
TIM
117
Tortoise Investment Management
New York
$650K -$71K -1,500 -10%
DWT
118
Dorsey & Whitney Trust
South Dakota
$634K +$23.9K +505 +4%
HW
119
Hancock Whitney
Mississippi
$605K +$595K +12,583 New
SWP
120
Stratos Wealth Partners
Ohio
$602K -$10.1M -214,308 -94%
CAL
121
Capital Analysts LLC
Pennsylvania
$593K +$583K +12,314 New
LFAS
122
Level Four Advisory Services
Texas
$532K -$196K -4,142 -27%
IWP
123
Icon Wealth Partners
Texas
$516K -$354K -7,488 -41%
BCP
124
Blue Chip Partners
Michigan
$506K +$498K +10,520 New
CFMC
125
Curbstone Financial Management Corp
New Hampshire
$496K – – –
3 4
5
6 7

TFI Hedge Fund Activity: Q4 2018 in Review

242 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2018, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TFI positions and 26 closed out — a net gain of 30 holders — while 61 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $81.9M. The largest seller was Betterment LLC, cutting an estimated $60.2M.

  • 242 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $2.38B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2018, down 2.9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2018 and 26 closed out, a net change of +30 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $81.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2018 was Betterment LLC, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2018.