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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
126
Evercore Wealth Management
New York
$361K – – –
BFEC
127
Benjamin F. Edwards & Company
Missouri
$347K +$685 +14 +0.2%
KWM
128
Kingsview Wealth Management
Oregon
$347K +$113K +2,306 +48%
ST
129
Smithfield Trust
Pennsylvania
$343K – – –
TL
130
TrueWealth LLC
Georgia
$342K +$341K +6,974 New
Comerica Bank
131
Comerica Bank
Texas
$340K – – –
Baird Financial Group
132
Baird Financial Group
Wisconsin
$336K +$335K +6,854 New
TFCP
133
Twin Focus Capital Partners
Massachusetts
$329K +$6.46K +132 +2%
UB
134
UMB Bank
Missouri
$321K -$14.7K -300 -4%
PAG
135
Pinnacle Advisory Group
Maryland
$314K -$10.7K -218 -3%
1IA
136
1834 Investment Advisors
Wisconsin
$313K – – –
RWM
137
RKL Wealth Management
Pennsylvania
$312K -$49 -1 -0%
CTB
138
Country Trust Bank
Illinois
$311K -$14.4K -294 -4%
VF
139
Virtu Financial
New York
$308K +$93.4K +1,910 +44%
BPC
140
Banque Pictet & Cie
Switzerland
$306K – – –
PNAA
141
Pictet North America Advisors
Switzerland
$306K – – –
WIC
142
Whitegate Investment Counselors
New Hampshire
$298K -$9.05K -185 -3%
LA
143
LVW Advisors
New York
$295K +$3.96K +81 +1%
GIM
144
Greenwich Investment Management
Connecticut
$293K -$41.6K -850 -12%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$291K -$41.8K -855 -13%
TCOV
146
Trust Company of Vermont
Vermont
$285K +$26.9K +550 +10%
CSIA
147
Charles Schwab Investment Advisory
California
$282K -$52.2M -1,067,295 -99%
HGWM
148
Harvest Group Wealth Management
Massachusetts
$278K +$277K +5,670 New
OIWM
149
OptiFour Integrated Wealth Management
Virginia
$276K +$276K +5,635 New
CAN
150
Cetera Advisor Networks
California
$274K – – –
4 5
6
7 8

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.