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State Street SPDR Nuveen ICE Municipal Bond ETF

235 hedge funds and large institutions have $2.65B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.58B → $2.65B (+$72.4M)

0.3% more ownership

Funds ownership: 90.04%90.34% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

2% less funds holding

Funds holding: 241235 (-6)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
75
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nations Financial Group
Iowa
$831K +$2.53K +51 +0.3%
Creative Planning
102
Creative Planning
Kansas
$822K +$114K +2,300 +16%
CJA
103
C-J Advisory
California
$807K -$130K -2,609 -14%
CMO
104
Covenant Multifamily Offices
Texas
$802K +$794K +15,997 New
NL
105
NWAM LLC
Washington
$801K
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$766K
DJSG
107
D.J. St. Germain
Massachusetts
$747K +$10.4K +210 +1%
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$742K +$223K +4,500 +44%
LWS
109
Lucia Wealth Services
California
$718K +$143K +2,870 +25%
CS
110
Credit Suisse
Switzerland
$702K +$695K +14,000 New
TIM
111
Tortoise Investment Management
New York
$677K
FFN
112
Focus Financial Network
Minnesota
$656K +$155K +3,119 +31%
SFSIG
113
San Francisco Sentry Investment Group
California
$648K +$49.7K +1,000 +8%
BAAM
114
Baker Avenue Asset Management
California
$646K
RWP
115
RWA Wealth Partners
Massachusetts
$588K -$218K -4,395 -27%
IWMA
116
Ironwood Wealth Management (Arizona)
Arizona
$579K -$310K -6,248 -35%
PCIA
117
Prime Capital Investment Advisors
Kansas
$574K +$568K +11,443 New
AA
118
Ancora Advisors
Ohio
$559K +$554K +11,158 New
BUB
119
BBVA USA Bancshares
Texas
$508K +$6.46K +130 +1%
HPC
120
HM Payson & Co
Maine
$504K -$139K -2,794 -22%
PCM
121
Penserra Capital Management
California
$498K +$494K +9,947 New
HWA
122
HHM Wealth Advisors
Tennessee
$477K +$139K +2,790 +42%
US Bancorp
123
US Bancorp
Minnesota
$453K
BCP
124
Blue Chip Partners
Michigan
$452K +$944 +19 +0.2%
Comerica Bank
125
Comerica Bank
Texas
$450K +$73.2K +1,473 +20%

TFI Hedge Fund Activity: Q2 2019 in Review

235 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2019, worth a combined $2.65B — up 2.8% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TFI and 23 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $35.4M. The largest seller was Betterment LLC, cutting an estimated $11M.

  • 235 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2019, down from 241 in Q1 2019.
  • Funds reported $2.65B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2019, up 2.8% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2019 and 26 closed out, a net change of -3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2019 was Bank of America, an estimated $35.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2019 was Betterment LLC, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2019.