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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 313319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2%85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$1.84M +$770K +17,154 +74%
BPA
102
Beacon Pointe Advisors
California
$1.78M -$2.42M -53,897 -58%
ERIC
103
Eagle Rock Investment Company
Georgia
$1.76M +$222K +4,946 +15%
MLA
104
My Legacy Advisors
Oregon
$1.74M -$126K -2,813 -7%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$1.7M -$1.06M -23,531 -39%
TCA
106
Transcend Capital Advisors
New Jersey
$1.67M -$33.7K -750 -2%
ERIM
107
Eagle Ridge Investment Management
Connecticut
$1.61M -$1.03M -22,840 -39%
ASN
108
Advisory Services Network
Georgia
$1.61M -$400K -8,906 -20%
VT
109
Vise Technologies
New York
$1.57M +$207K +4,608 +15%
SW
110
SteelPeak Wealth
California
$1.5M -$990K -22,049 -40%
CG
111
Colony Group
Massachusetts
$1.5M -$2.49M -55,495 -63%
PTC
112
Private Trust Company
Ohio
$1.48M +$1.14M +25,457 +364%
WA
113
Wealth Alliance
New York
$1.44M -$18K -400 -1%
AF
114
Advisornet Financial
Minnesota
$1.42M +$19.4K +432 +1%
CWG
115
Cornerstone Wealth Group
North Carolina
$1.4M -$620K -13,807 -31%
NAS
116
Nicolet Advisory Services
Wisconsin
$1.4M -$303K -6,747 -18%
WCM
117
Wealthcare Capital Management
Virginia
$1.34M -$6.63M -147,524 -83%
GWP
118
Gateway Wealth Partners
Wisconsin
$1.33M +$1.31M +29,262 New
DWT
119
Dorsey & Whitney Trust
South Dakota
$1.27M +$157K +3,503 +14%
NL
120
NWAM LLC
Washington
$1.25M -$255K -5,683 -17%
CA
121
Cetera Advisors
Colorado
$1.22M +$646K +14,376 +115%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.22M -$117K -2,612 -9%
AO
123
Advisor OS
Illinois
$1.2M +$45.1K +1,004 +4%
CSIA
124
Charles Schwab Investment Advisory
California
$1.18M -$109K -2,429 -9%
CCM
125
Crabel Capital Management
California
$1.17M +$1.15M +25,550 New

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.