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State Street SPDR Nuveen ICE Municipal Bond ETF

268 hedge funds and large institutions have $2.69B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $2.63M

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

2% less funds holding

Funds holding: 273268 (-5)

16% less capital invested

Capital invested by funds: $3.19B → $2.69B (-$502M)

18.67% less ownership

Funds ownership: 98.71%80.04% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

Holders
268
Holders Change
-5
Holders Change %
-1.83%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
33
Increased
72
Reduced
98
Closed
34
Calls
$4.65M
Puts
$2.63M
Net Calls
+$2.01M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
101
Friedenthal Financial
New Jersey
$842K -$80.1K -1,572 -9%
AO
102
Advisor OS
Illinois
$836K +$824K +16,186 New
NFG
103
Nations Financial Group
Iowa
$828K +$56.7K +1,113 +7%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$769K +$97K +1,904 +15%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$765K
CST
106
Charles Schwab Trust
Nevada
$763K +$3.36K +66 +0.4%
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$761K -$27.5K -540 -4%
BUB
108
BBVA USA Bancshares
Texas
$752K -$31.1K -611 -4%
HS
109
Horan Securities
United States
$751K -$146K -2,867 -16%
Creative Planning
110
Creative Planning
Kansas
$743K -$24.5K -481 -3%
PAMG
111
Patton Albertson Miller Group
Tennessee
$718K +$105K +2,056 +17%
CJA
112
C-J Advisory
California
$704K -$13.3K -261 -2%
PWP
113
Personal Wealth Partners
Minnesota
$701K -$29.4K -578 -4%
BAAM
114
Baker Avenue Asset Management
California
$680K -$1.63K -32 -0.2%
ECM
115
Exchange Capital Management
Michigan
$656K -$7.89K -155 -1%
DWM
116
Dakota Wealth Management
Florida
$656K +$90.7K +1,780 +16%
BAM
117
Bruderman Asset Management
New York
$644K +$10.2K +200 +2%
TIM
118
Tortoise Investment Management
New York
$640K -$30.4K -597 -5%
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$632K -$218K -4,283 -26%
BFA
120
Beaumont Financial Advisors
Massachusetts
$629K +$217K +4,255 +54%
RWP
121
RWA Wealth Partners
Massachusetts
$619K -$29.4K -577 -5%
PA
122
Procyon Advisors
Connecticut
$611K -$27.5K -540 -4%
VA
123
Valmark Advisers
Ohio
$610K -$96.6K -1,896 -14%
PWM
124
Peterson Wealth Management
Nevada
$574K +$27.8K +546 +5%
EK
125
Evensky & Katz
Florida
$559K -$583K -11,454 -51%

TFI Hedge Fund Activity: Q2 2020 in Review

268 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2020, worth a combined $2.69B — down 16% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TFI and 33 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 72 added.

The largest buyer was Wealthfront Advisers, adding an estimated $81.9M. The largest seller was Financial Engines Advisors, cutting an estimated $631M.

  • 268 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2020, down from 273 in Q1 2020.
  • Funds reported $2.69B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2020 and 34 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2020 was Wealthfront Advisers, an estimated $81.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $631M sold.

Based on aggregated 13F filings for Q2 2020.