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SPDR Nuveen ICE Municipal Bond ETF
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Overview Fund Activity

145 hedge funds and large institutions have $863M invested in SPDR Nuveen ICE Municipal Bond ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+3
Holders Change %
+2.11%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
20
Increased
59
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$221M
2
W
Wealthfront
California
$67.8M
3
CSIA
Charles Schwab Investment Advisory
California
$39.3M
4
UBS Group
UBS Group
Switzerland
$63.1M
5
Betterment LLC
Betterment LLC
New York
$13.2M

Top Sellers

1
UBS AM
UBS AM
Illinois
$21.4M
2
FA
FDx Advisors
Illinois
$0
3
Citigroup
Citigroup
New York
$3.61M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$940K
5
Barclays
Barclays
United Kingdom
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$69K +$35.9K +750 +109%
GWM
127
Gupta Wealth Management
California
$59K -$37.3K -775 -39%
TC
128
Trust Company
Kansas
$53K -$3.17K -66 -6%
LWCFA
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
HDIM
130
Hanson & Doremus Investment Management
Vermont
$38K – – –
PSUF
131
People's United Financial
Connecticut
$37K – – –
PG
132
Patten Group
Tennessee
$31.3K – – –
CB
133
Community Bank
New York
$30K – – –
WA
134
WFG Advisors
Texas
$29K +$25.5K +523 +737%
FHA
135
First Horizon Advisors
Tennessee
$26K +$142 +3 +0.6%
RWA
136
Ropes Wealth Advisors
Massachusetts
$25K – – –
MA
137
MUFG Americas
New York
$24K +$24K +488 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$21K +$21K +432 New
JIC
139
Joel Isaacson & Co
New York
$17K – – –
AA
140
Apriem Advisors
California
$14K +$14K +285 New
MAS
141
Madden Advisory Services
Florida
$10K – – –
ASN
142
Advisory Services Network
Georgia
$10K – – –
FAM
143
Formidable Asset Management
Ohio
$10K – – –
DAM
144
Delta Asset Management
Tennessee
$7K – – –
CFA
145
Carroll Financial Associates
North Carolina
$6K – – –
FA
146
FDx Advisors
Illinois
– -$13.9M -292,062 Closed
EWA
147
EP Wealth Advisors
California
– -$1.42M -30,000 Closed
CI
148
Conning Inc
Connecticut
– -$880K -18,550 Closed
T
149
Thomaspartners
Massachusetts
– -$833K -17,550 Closed
Citadel Advisors
150
Citadel Advisors
Florida
– -$490K -10,323 Closed
3 4 5
6
7