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State Street SPDR Nuveen ICE Municipal Bond ETF

314 hedge funds and large institutions have $2.7B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

56% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 82

6% more funds holding

Funds holding: 296314 (+18)

2% more capital invested

Capital invested by funds: $2.64B → $2.7B (+$61.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 77.85%77.65% (-0.2%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
128
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
126
First Heartland Consultants
Missouri
$692K -$138K -2,655 -17%
HS
127
Horan Securities
United States
$677K -$15.6K -300 -2%
VPIM
128
Vanguard Personalized Indexing Management
California
$651K -$322K -6,189 -33%
ECM
129
Exchange Capital Management
Michigan
$642K
SFG
130
StrategIQ Financial Group
Indiana
$618K +$107K +2,061 +21%
ASN
131
Advisory Services Network
Georgia
$614K +$140K +2,681 +29%
PCA
132
Peddock Capital Advisors
Massachusetts
$613K +$617K +11,858 New
AA
133
Ancora Advisors
Ohio
$607K
BFM
134
Boothbay Fund Management
New York
$603K +$608K +11,679 New
FMWA
135
Forvis Mazars Wealth Advisors
Missouri
$594K
TIM
136
Tortoise Investment Management
New York
$587K -$3.64K -70 -0.6%
MWM
137
Merriman Wealth Management
Washington
$579K
KeyBank National Association
138
KeyBank National Association
Ohio
$578K +$111K +2,130 +23%
AWA
139
Arkadios Wealth Advisors
Georgia
$578K +$319K +6,131 +121%
BF
140
BOK Financial
Oklahoma
$561K +$565K +10,854 New
BWA
141
Burt Wealth Advisors
Maryland
$547K
ClearBridge Investments
142
ClearBridge Investments
New York
$537K +$83.2K +1,599 +18%
AT
143
Arden Trust
Delaware
$532K +$83.2K +1,599 +18%
FWA
144
FOCUS Wealth Advisors
Texas
$531K
DAS
145
Dynamic Advisor Solutions
Arizona
$523K +$208 +4 +0%
VA
146
Valmark Advisers
Ohio
$521K +$16.4K +316 +3%
MSFS
147
Main Street Financial Solutions
Pennsylvania
$519K -$86.5K -1,662 -14%
RIA
148
Realta Investment Advisors
Delaware
$504K +$508K +9,753 New
JFGLC
149
Johnson Financial Group LLC (Colorado)
Colorado
$500K +$71.1K +1,367 +16%
CG
150
Colony Group
Massachusetts
$499K -$37.5K -721 -7%

TFI Hedge Fund Activity: Q1 2021 in Review

314 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2021, worth a combined $2.7B — up 2.3% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TFI positions and 25 closed out — a net gain of 22 holders — while 128 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $28.1M. The largest seller was Wealthfront Advisers, cutting an estimated $19.4M.

  • 314 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2021, up from 296 in Q4 2020.
  • Funds reported $2.7B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2021 and 25 closed out, a net change of +22 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2021 was Bank of America, an estimated $28.1M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2021 was Wealthfront Advisers, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2021.