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State Street SPDR Nuveen ICE Municipal Bond ETF

241 hedge funds and large institutions have $2.58B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$198M)

5.57% more ownership

Funds ownership: 84.47%90.04% (+5.6%)

0% less funds holding

Funds holding: 242241 (-1)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
25
Increased
57
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
126
Banque Pictet & Cie
Switzerland
$407K
PNAA
127
Pictet North America Advisors
Switzerland
$407K
SFG
128
SNS Financial Group
Minnesota
$407K
LCM
129
Leisure Capital Management
California
$400K
PA
130
Paracle Advisors
Washington
$392K
IWP
131
Icon Wealth Partners
Texas
$381K -$145K -2,990 -28%
DI
132
Diligent Investors
California
$381K +$97 +2 +0%
William Blair & Company
133
William Blair & Company
Illinois
$379K +$1.75K +36 +0.5%
SS
134
Simplicity Solutions
Minnesota
$376K -$9.85K -203 -3%
MFG
135
Magnus Financial Group
New York
$374K +$922 +19 +0.3%
FM
136
Family Management
New York
$371K -$1.72M -35,473 -83%
Comerica Bank
137
Comerica Bank
Texas
$367K -$6.07K -125 -2%
BFA
138
Beaumont Financial Advisors
Massachusetts
$366K +$360K +7,421 New
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$365K +$4.95K +102 +1%
OPA
140
Old Port Advisors
Maine
$350K -$6.79K -140 -2%
WAAG
141
Wealth Alliance Advisory Group
Kansas
$346K -$77.1K -1,588 -19%
PMG
142
ProVise Management Group
Florida
$344K +$137K +2,813 +67%
HCM
143
Harvest Capital Management
New Hampshire
$339K
CA
144
Continuum Advisory
Idaho
$331K -$18.8K -387 -5%
HWA
145
HHM Wealth Advisors
Tennessee
$331K +$45.1K +930 +16%
EK
146
Evensky & Katz
Florida
$320K +$316K +6,502 New
SWA
147
Stratos Wealth Advisors
Ohio
$318K +$1.21K +25 +0.4%
WCM
148
Wealthcare Capital Management
Virginia
$307K
WP
149
WealthShield Partners
North Carolina
$304K
PCMC
150
Paragon Capital Management (Colorado)
Colorado
$301K

TFI Hedge Fund Activity: Q1 2019 in Review

241 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2019, worth a combined $2.58B — up 8.3% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFI positions and 21 closed out — a net gain of 4 holders — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $204M. The largest seller was Bank of America, cutting an estimated $49M.

  • 241 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2019, down from 242 in Q4 2018.
  • Funds reported $2.58B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2019 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $204M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2019 was Bank of America, an estimated $49M sold.

Based on aggregated 13F filings for Q1 2019.