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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

264 hedge funds and large institutions have $2.71B invested in SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$10.6M
2
Jane Street
Jane Street
New York
+$8.64M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$7M
4
CIM
Confluence Investment Management
Missouri
+$4.48M
5
CRC
Curi RMB Capital
Illinois
+$3.66M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
2
Betterment LLC
Betterment LLC
New York
-$13.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.93M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
101
Nations Financial Group
Iowa
$845K +$2.63K +52 +0.3%
Creative Planning
102
Creative Planning
Kansas
$827K -$30.2K -596 -4%
ECM
103
Exchange Capital Management
Michigan
$826K -$9.61K -190 -1%
FHC
104
First Heartland Consultants
Missouri
$824K -$45K -890 -5%
CJA
105
C-J Advisory
California
$819K +$2.63K +52 +0.3%
NL
106
NWAM LLC
Washington
$808K – – –
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$772K – – –
DJSG
108
D.J. St. Germain
Massachusetts
$766K -$8.59K -170 -1%
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$749K – – –
CMO
110
Covenant Multifamily Offices
Texas
$748K -$10.4K -205 -1%
VA
111
Valmark Advisers
Ohio
$742K -$121K -2,385 -14%
PWP
112
Personal Wealth Partners
Minnesota
$732K +$13.1K +259 +2%
UR
113
USCA RIA
Texas
$717K +$101K +2,000 +16%
LFAS
114
Level Four Advisory Services
Texas
$715K +$200K +3,950 +39%
LWS
115
Lucia Wealth Services
California
$688K -$32.7K -647 -5%
TIM
116
Tortoise Investment Management
New York
$657K -$24.8K -490 -4%
BAAM
117
Baker Avenue Asset Management
California
$651K – – –
IAN
118
Integrated Advisors Network
Texas
$649K +$649K +12,834 New
IWM
119
IHT Wealth Management
Illinois
$621K +$621K +12,287 New
RWP
120
RWA Wealth Partners
Massachusetts
$606K +$304 +6 +0.1%
PAMG
121
Patton Albertson Miller Group
Tennessee
$599K – – –
IWMA
122
Ironwood Wealth Management (Arizona)
Arizona
$572K -$5.96K -118 -1%
IA
123
IFP Advisors
Florida
$546K -$184K -3,637 -25%
AA
124
Ancora Advisors
Ohio
$540K – – –
PWM
125
Peterson Wealth Management
Nevada
$539K +$539K +10,532 New
3 4
5
6 7