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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

216 hedge funds and large institutions have $1.95B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

2% more funds holding

Funds holding: 212 → 216 (+4)

1.74% more ownership

Funds ownership: 74.32% → 76.05% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 68

1% more capital invested

Capital invested by funds: $1.94B → $1.95B (+$14M)

Holders
216
Holders Change
+4
Holders Change %
+1.89%
% of All Funds
4.95%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
24
Increased
74
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$66.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$12.4M
4
W
Wealthfront
California
+$8.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$6.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$45.9M
2
Stifel Financial
Stifel Financial
Missouri
-$13.9M
3
UBS Group
UBS Group
Switzerland
-$5.94M
4
Jane Street
Jane Street
New York
-$4.91M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
126
Smithfield Trust
Pennsylvania
$337K – – –
TL
127
TrueWealth LLC
Georgia
$335K +$385 +8 +0.1%
Comerica Bank
128
Comerica Bank
Texas
$335K +$1.01K +21 +0.3%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$329K – – –
TFCP
130
Twin Focus Capital Partners
Massachusetts
$322K -$818 -17 -0.3%
UB
131
UMB Bank
Missouri
$315K – – –
EWM
132
Evercore Wealth Management
New York
$314K -$39.7K -825 -11%
RWM
133
RKL Wealth Management
Pennsylvania
$307K -$385 -8 -0.1%
1IA
134
1834 Investment Advisors
Wisconsin
$307K – – –
PCG
135
Private Capital Group
Connecticut
$302K +$288K +5,993 +2,038%
MWM
136
Merriman Wealth Management
Washington
$301K -$416K -8,633 -58%
BPC
137
Banque Pictet & Cie
Switzerland
$300K – – –
PNAA
138
Pictet North America Advisors
Switzerland
$300K – – –
WIC
139
Whitegate Investment Counselors
New Hampshire
$297K +$4.81K +100 +2%
PCMC
140
Paragon Capital Management (Colorado)
Colorado
$293K +$294K +6,102 New
CAN
141
Cetera Advisor Networks
California
$291K +$22.2K +461 +8%
WP
142
WealthShield Partners
North Carolina
$285K +$108K +2,253 +61%
OIWM
143
OptiFour Integrated Wealth Management
Virginia
$280K +$9.19K +191 +3%
HGWM
144
Harvest Group Wealth Management
Massachusetts
$272K – – –
WA
145
WealthTrust Axiom
Pennsylvania
$264K – – –
SEIA
146
Signature Estate & Investment Advisors
California
$260K +$4.72K +98 +2%
SEI Investments
147
SEI Investments
Pennsylvania
$258K +$21.5K +447 +9%
SP
148
Successful Portfolios
Florida
$255K – – –
PAG
149
Pinnacle Advisory Group
Maryland
$247K -$60.7K -1,261 -20%
LA
150
LVW Advisors
New York
$241K -$48.1K -999 -17%
4 5
6
7 8

TFI Hedge Fund Activity: Q1 2018 in Review

216 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2018, worth a combined $1.95B — up 0.72% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TFI positions and 18 closed out — a net gain of 6 holders — while 74 added to existing stakes and 68 trimmed.

The largest buyer was Betterment LLC, adding an estimated $66.1M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 216 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2018, up from 212 in Q4 2017.
  • Funds reported $1.95B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2018, up 0.72% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2018 and 18 closed out, a net change of +6 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2018 was Betterment LLC, an estimated $66.1M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2018 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q1 2018.