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State Street SPDR Nuveen ICE Municipal Bond ETF

235 hedge funds and large institutions have $2.65B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.58B → $2.65B (+$72.4M)

0.3% more ownership

Funds ownership: 90.04%90.34% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

2% less funds holding

Funds holding: 241235 (-6)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
75
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$432K +$157K +3,165 +58%
LFAS
127
Level Four Advisory Services
Texas
$420K -$120K -2,424 -22%
SFG
128
SNS Financial Group
Minnesota
$414K
DT
129
Diversified Trust
Tennessee
$405K -$386K -7,777 -49%
DI
130
Diligent Investors
California
$388K +$199 +4 +0.1%
IWP
131
Icon Wealth Partners
Texas
$387K
BFA
132
Beaumont Financial Advisors
Massachusetts
$387K +$14.9K +300 +4%
DP
133
Denver PWM
Colorado
$372K +$73.8K +1,485 +26%
HCM
134
Harvest Capital Management
New Hampshire
$369K +$24.8K +500 +7%
GI
135
Gradient Investments
Minnesota
$368K +$102K +2,047 +39%
MFG
136
Magnus Financial Group
New York
$361K -$18.9K -381 -5%
DWM
137
Dakota Wealth Management
Florida
$356K +$124K +2,500 +54%
OPA
138
Old Port Advisors
Maine
$353K -$3.48K -70 -1%
WAAG
139
Wealth Alliance Advisory Group
Kansas
$351K
PA
140
Paracle Advisors
Washington
$343K -$56.2K -1,131 -14%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$331K +$327K +6,593 New
SWA
142
Stratos Wealth Advisors
Ohio
$313K -$10.9K -220 -3%
WCM
143
Wealthcare Capital Management
Virginia
$313K
EK
144
Evensky & Katz
Florida
$307K -$19.3K -388 -6%
PCMC
145
Paragon Capital Management (Colorado)
Colorado
$306K
PCG
146
Private Capital Group
Connecticut
$303K +$82.8K +1,668 +36%
WP
147
WealthShield Partners
North Carolina
$295K -$14.2K -285 -5%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$290K
TFCP
149
Twin Focus Capital Partners
Massachusetts
$287K +$5.31K +107 +2%
1IA
150
1834 Investment Advisors
Wisconsin
$283K

TFI Hedge Fund Activity: Q2 2019 in Review

235 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2019, worth a combined $2.65B — up 2.8% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TFI and 23 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $35.4M. The largest seller was Betterment LLC, cutting an estimated $11M.

  • 235 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2019, down from 241 in Q1 2019.
  • Funds reported $2.65B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2019, up 2.8% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2019 and 26 closed out, a net change of -3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2019 was Bank of America, an estimated $35.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2019 was Betterment LLC, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2019.