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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
101
Eagle Ridge Investment Management
Connecticut
$1.58M -$46.3K -1,000 -3%
HFA
102
High Falls Advisors
New York
$1.55M +$753K +16,259 +93%
RIA
103
Regal Investment Advisors
Michigan
$1.53M +$1.54M +33,225 New
WP
104
WealthShield Partners
North Carolina
$1.51M -$143K -3,098 -9%
AF
105
Advisornet Financial
Minnesota
$1.45M -$14.7K -317 -1%
VT
106
Vise Technologies
New York
$1.45M -$29.8K -643 -2%
CWG
107
Cornerstone Wealth Group
North Carolina
$1.3M -$42.6K -920 -3%
NAS
108
Nicolet Advisory Services
Wisconsin
$1.29M -$221K -4,770 -15%
AG
109
Ascent Group
Virginia
$1.23M -$52K -1,124 -4%
PTC
110
Private Trust Company
Ohio
$1.19M +$240K +5,184 +25%
SFA
111
Sequoia Financial Advisors
Ohio
$1.18M -$208K -4,487 -15%
CA
112
Cetera Advisors
Colorado
$1.17M -$30.1K -650 -2%
HI
113
Harbour Investments
Wisconsin
$1.08M +$999K +21,569 +1,151%
LHC
114
Little House Capital
Massachusetts
$1.07M +$49K +1,059 +5%
IWN
115
Independent Wealth Network
Iowa
$1.05M +$33K +712 +3%
CSIA
116
Charles Schwab Investment Advisory
California
$1.04M -$57.2K -1,236 -5%
OFG
117
Omega Financial Group
California
$1.03M -$109K -2,358 -10%
CG
118
Colony Group
Massachusetts
$1.02M -$403K -8,712 -28%
BFA
119
Bragg Financial Advisors
North Carolina
$1.02M
GWP
120
Gateway Wealth Partners
Wisconsin
$1.01M -$105K -2,277 -9%
FWP
121
Firethorn Wealth Partners
Georgia
$1M +$168K +3,621 +20%
APW
122
Austin Private Wealth
Texas
$956K -$82.3K -1,778 -8%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$954K -$155K -3,345 -14%
BCI
124
Brinker Capital Investments
Pennsylvania
$952K +$20.2K +437 +2%
OPS
125
Orion Portfolio Solutions
Nebraska
$952K +$20.2K +437 +2%

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.