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State Street SPDR Nuveen ICE Municipal Bond ETF

214 hedge funds and large institutions have $2.02B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.95B → $2.02B (+$67.5M)

1% less funds holding

Funds holding: 216214 (-2)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

1.66% less ownership

Funds ownership: 76.05%74.39% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
28
Increased
65
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
126
Old Port Advisors
Maine
$370K +$369K +7,707 New
Comerica Bank
127
Comerica Bank
Texas
$366K +$27.4K +572 +8%
KWM
128
Kingsview Wealth Management
Oregon
$340K
ST
129
Smithfield Trust
Pennsylvania
$336K
TL
130
TrueWealth LLC
Georgia
$336K +$622 +13 +0.2%
HCM
131
Harvest Capital Management
New Hampshire
$330K -$23.9K -500 -7%
TFCP
132
Twin Focus Capital Partners
Massachusetts
$322K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$321K -$308K -6,444 -49%
EWM
134
Evercore Wealth Management
New York
$314K
1IA
135
1834 Investment Advisors
Wisconsin
$307K
PCG
136
Private Capital Group
Connecticut
$302K +$1.1K +23 +0.4%
BPC
137
Banque Pictet & Cie
Switzerland
$300K
PNAA
138
Pictet North America Advisors
Switzerland
$300K
UB
139
UMB Bank
Missouri
$295K -$19.1K -400 -6%
PCMC
140
Paragon Capital Management (Colorado)
Colorado
$293K
CCA
141
Cobblestone Capital Advisors
New York
$290K +$289K +6,040 New
WP
142
WealthShield Partners
North Carolina
$285K
WIC
143
Whitegate Investment Counselors
New Hampshire
$266K -$30.6K -640 -10%
OIWM
144
OptiFour Integrated Wealth Management
Virginia
$266K -$13.3K -277 -5%
WA
145
WealthTrust Axiom
Pennsylvania
$263K
SEIA
146
Signature Estate & Investment Advisors
California
$260K
SP
147
Successful Portfolios
Florida
$255K
PAG
148
Pinnacle Advisory Group
Maryland
$244K -$3.68K -77 -1%
JWS
149
Juncture Wealth Strategies
Arizona
$244K +$5.55K +116 +2%
WIA
150
Wealthstreet Investment Advisors
Texas
$240K

TFI Hedge Fund Activity: Q2 2018 in Review

214 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2018, worth a combined $2.02B — up 3.5% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFI positions and 27 closed out — a net gain of 1 holder — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.5M. The largest seller was Prelude Capital Management, cutting an estimated $5.94M.

  • 214 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2018, down from 216 in Q1 2018.
  • Funds reported $2.02B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2018, up 3.5% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2018 and 27 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $22.5M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2018 was Prelude Capital Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2018.