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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

294 hedge funds and large institutions have $2.89B invested in SPDR Nuveen ICE Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
41
Increased
93
Reduced
102
Closed
50
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
+$260K

Top Buyers

1
Jane Street
1
Jane Street
New York
$41.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.1M
4
PFO
4
Pathstone Family Office
New Jersey
$25M
5
OCM
5
One Capital Management
California
$36M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$275M
2
Barclays
2
Barclays
United Kingdom
$0
3
Betterment LLC
3
Betterment LLC
New York
$225M
4
LPL Financial
4
LPL Financial
California
$52.7M
5
OWA
5
One Wealth Advisors
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
101
Eagle Ridge Investment Management
Connecticut
$1.5M – – –
PAG
102
Private Advisor Group
New Jersey
$1.46M -$655K -14,995 -31%
VT
103
Vise Technologies
New York
$1.46M +$86.7K +1,985 +6%
BBA
104
Braun-Bostich & Associates
Pennsylvania
$1.44M +$1.44M +32,951 New
AF
105
Advisornet Financial
Minnesota
$1.4M +$26.1K +598 +2%
CIAS
106
CFS Investment Advisory Services
New Jersey
$1.34M -$285K -6,515 -18%
IWC
107
Integrated Wealth Concepts
Massachusetts
$1.3M -$2.97M -67,998 -70%
NPP
108
New Potomac Partners
Maryland
$1.24M -$1.3M -29,702 -51%
BFA
109
Bragg Financial Advisors
North Carolina
$1.23M +$268K +6,124 +28%
WP
110
WealthShield Partners
North Carolina
$1.18M -$247K -5,645 -17%
CWG
111
Cornerstone Wealth Group
North Carolina
$1.16M -$66.9K -1,530 -5%
AG
112
Ascent Group
Virginia
$1.09M -$95.9K -2,170 -8%
CA
113
Cetera Advisors
Colorado
$1.09M -$23.5K -537 -2%
PTC
114
Private Trust Company
Ohio
$1.08M -$50.5K -1,156 -4%
HI
115
Harbour Investments
Wisconsin
$1.05M +$30K +687 +3%
SFA
116
Sequoia Financial Advisors
Ohio
$1.05M -$70.5K -1,614 -6%
TSS
117
Two Sigma Securities
New York
$1.03M +$1.03M +23,497 New
IWN
118
Independent Wealth Network
Iowa
$1,000K +$5.86K +134 +0.6%
NAS
119
Nicolet Advisory Services
Wisconsin
$996K -$220K -5,071 -18%
CG
120
Colony Group
Massachusetts
$946K -$23.3K -534 -2%
AA
121
Alesco Advisors
New York
$940K +$73.3K +1,677 +8%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$934K +$55.1K +1,261 +6%
CSIA
123
Charles Schwab Investment Advisory
California
$926K -$60.2K -1,378 -6%
OPS
124
Orion Portfolio Solutions
Nebraska
$916K +$14.6K +334 +2%
BCI
125
Brinker Capital Investments
Pennsylvania
$916K +$14.6K +334 +2%
3 4
5
6 7