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State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Keebeck Wealth Management
Illinois
$1.93M -$7.45M -162,077 -79%
CWS
102
Cypress Wealth Services
California
$1.93M +$1.12M +24,408 +128%
RWP
103
RWA Wealth Partners
Massachusetts
$1.91M +$1.07M +23,336 +117%
WTC
104
WhitTier Trust Company
Nevada
$1.88M -$210K -4,576 -10%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$1.86M +$377K +8,193 +24%
AWA
106
Amplius Wealth Advisors
Pennsylvania
$1.79M -$1.61M -34,931 -46%
MLA
107
My Legacy Advisors
Oregon
$1.77M +$470K +10,225 +34%
OMC
108
Old Mission Capital
Illinois
$1.69M -$203K -4,419 -10%
TCA
109
Transcend Capital Advisors
New Jersey
$1.64M +$1.34M +29,229 +363%
NAS
110
Nicolet Advisory Services
Wisconsin
$1.63M -$279K -6,067 -14%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$1.62M +$180K +3,914 +12%
ACP
112
Aveo Capital Partners
Colorado
$1.6M -$1.44M -31,325 -46%
RWM
113
Ritholtz Wealth Management
New York
$1.57M -$2.54M -55,205 -61%
Deutsche Bank
114
Deutsche Bank
Germany
$1.55M
FC
115
Financial Council
Maryland
$1.53M
RJFSA
116
Raymond James Financial Services Advisors
Florida
$1.5M -$1.41M -30,598 -47%
WA
117
WBH Advisory
Maryland
$1.5M +$818K +17,800 +109%
NL
118
NWAM LLC
Washington
$1.45M +$316K +6,882 +26%
ERIC
119
Eagle Rock Investment Company
Georgia
$1.45M +$73K +1,588 +5%
WA
120
Wealth Alliance
New York
$1.4M +$91.4K +1,988 +7%
AF
121
Advisornet Financial
Minnesota
$1.35M +$1.24K +27 +0.1%
VT
122
Vise Technologies
New York
$1.31M +$1.37M +29,886 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.29M +$1.1M +23,864 +433%
AWM
124
Axxcess Wealth Management
California
$1.26M +$1.31M +28,598 New
CSIA
125
Charles Schwab Investment Advisory
California
$1.25M -$611K -13,297 -32%

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.