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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 82

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$188M)

2% more funds holding

Funds holding: 314319 (+5)

2.09% less ownership

Funds ownership: 77.65%75.56% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
122
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
Parkside Investments
Illinois
$1.15M -$57.2K -1,100 -5%
Franklin Resources
102
Franklin Resources
California
$1.12M -$20.3K -390 -2%
AA
103
Alesco Advisors
New York
$1.07M +$1.46K +28 +0.1%
WCA
104
Westover Capital Advisors
Delaware
$1.05M -$38.1K -732 -4%
PWM
105
Paulson Wealth Management
Illinois
$1M
SC
106
Savant Capital
Illinois
$989K -$25.9K -498 -3%
William Blair & Company
107
William Blair & Company
Illinois
$987K
JWM
108
JFG Wealth Management
Colorado
$982K +$709K +13,632 +262%
NFG
109
Nations Financial Group
Iowa
$936K +$53.7K +1,032 +6%
IWM
110
IHT Wealth Management
Illinois
$931K +$57K +1,095 +7%
CAN
111
Cetera Advisor Networks
California
$907K +$481K +9,251 +113%
SF
112
Synovus Financial
Georgia
$906K +$58.9K +1,132 +7%
ACA
113
Ackerman Capital Advisors
Texas
$881K -$341K -6,545 -28%
PWP
114
Personal Wealth Partners
Minnesota
$872K +$11.2K +216 +1%
GSWM
115
Golden State Wealth Management
California
$853K +$851K +16,365 New
PA
116
Procyon Advisors
Connecticut
$848K +$93.9K +1,804 +12%
WA
117
Wealth Alliance
New York
$844K +$79.8K +1,534 +10%
NB
118
Northwest Bancshares
Pennsylvania
$835K -$230K -4,428 -22%
AFC
119
AFT Forsyth & Company
Florida
$829K
DA
120
Detalus Advisors
Missouri
$796K +$17.4K +334 +2%
KAS
121
Kestra Advisory Services
Texas
$793K -$24.5K -471 -3%
BU
122
BBVA USA
Alabama
$787K +$786K +15,103 New
PAMG
123
Patton Albertson Miller Group
Tennessee
$781K
AWM
124
Apollon Wealth Management
South Carolina
$770K -$296K -5,698 -28%
CST
125
Charles Schwab Trust
Nevada
$769K

TFI Hedge Fund Activity: Q2 2021 in Review

319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2021, worth a combined $2.89B — up 7% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TFI positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.7M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2021, up 7% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2021 and 27 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $155M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2021.