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State Street SPDR Nuveen ICE Municipal Bond ETF

338 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 98 increasing their positions, 131 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

1% less funds holding

Funds holding: 341338 (-3)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

9.48% less ownership

Funds ownership: 92.85%83.37% (-9.5%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 131

31% less capital invested

Capital invested by funds: $4.2B → $2.89B (-$1.32B)

Holders
338
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
5.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
54
Increased
98
Reduced
131
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
101
Arden Trust
Delaware
$1.57M -$551K -11,925 -26%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$1.56M -$186K -4,035 -11%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$1.51M +$72.4K +1,567 +5%
DC
104
Davenport & Co
Virginia
$1.46M -$218K -4,724 -13%
IWC
105
Integrated Wealth Concepts
Massachusetts
$1.45M +$630K +13,649 +76%
PI
106
PFS Investments
Georgia
$1.44M +$1.45M +31,469 New
ERIC
107
Eagle Rock Investment Company
Georgia
$1.44M +$1.45M +31,323 New
AF
108
Advisornet Financial
Minnesota
$1.41M -$16.1K -349 -1%
HFA
109
High Falls Advisors
New York
$1.39M +$379K +8,207 +37%
MLA
110
My Legacy Advisors
Oregon
$1.38M +$1.37M +29,655 New
WA
111
Wealth Alliance
New York
$1.37M +$274K +5,938 +25%
SFO
112
Stokes Family Office
Louisiana
$1.36M +$866K +18,742 +173%
WP
113
WealthShield Partners
North Carolina
$1.33M -$126K -2,720 -9%
CFMC
114
Curbstone Financial Management Corp
New Hampshire
$1.23M -$316K -6,850 -20%
MFA
115
Mayflower Financial Advisors
Massachusetts
$1.23M +$810K +17,540 +189%
Goldman Sachs
116
Goldman Sachs
New York
$1.21M -$510K -11,042 -30%
NL
117
NWAM LLC
Washington
$1.21M +$98.1K +2,125 +9%
SWA
118
Stratos Wealth Advisors
Ohio
$1.17M +$280K +6,066 +31%
EK
119
Evensky & Katz
Florida
$1.16M -$1.32M -28,682 -53%
JCM
120
J2 Capital Management
Michigan
$1.1M +$1.11M +24,000 New
Creative Planning
121
Creative Planning
Kansas
$1.04M -$167K -3,618 -14%
VPW
122
Vericrest Private Wealth
Pennsylvania
$1.04M +$32.9K +713 +3%
AA
123
Alesco Advisors
New York
$1.01M -$10.2K -220 -1%
PI
124
Parkside Investments
Illinois
$1.01M
FMWA
125
Forvis Mazars Wealth Advisors
Missouri
$1.01M +$1.02M +22,015 New

TFI Hedge Fund Activity: Q2 2022 in Review

338 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2022, worth a combined $2.89B — down 31% from $4.2B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of TFI and 54 opened new positions — a net loss of 1 holder — while 131 trimmed existing stakes and 98 added.

The largest buyer was Betterment LLC, adding an estimated $42.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $621M.

  • 338 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2022, down from 341 in Q1 2022.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2022, down 31% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2022 and 55 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2022 was Betterment LLC, an estimated $42.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $621M sold.

Based on aggregated 13F filings for Q2 2022.