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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 82

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$188M)

2% more funds holding

Funds holding: 314319 (+5)

2.09% less ownership

Funds ownership: 77.65%75.56% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
122
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Beaumont Financial Advisors
Massachusetts
$767K -$15.6K -300 -2%
PWM
127
Peterson Wealth Management
Nevada
$750K +$28.7K +552 +4%
RWP
128
RWA Wealth Partners
Massachusetts
$722K +$156 +3 +0%
CJA
129
C-J Advisory
California
$697K -$4.42K -85 -0.6%
HS
130
Horan Securities
United States
$676K -$7.02K -135 -1%
FHC
131
First Heartland Consultants
Missouri
$670K -$27.6K -530 -4%
VPIM
132
Vanguard Personalized Indexing Management
California
$648K -$9.05K -174 -1%
ECM
133
Exchange Capital Management
Michigan
$647K
SFG
134
StrategIQ Financial Group
Indiana
$639K +$15.7K +302 +3%
ASN
135
Advisory Services Network
Georgia
$626K +$7.18K +138 +1%
PCA
136
Peddock Capital Advisors
Massachusetts
$621K
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$599K
TIM
138
Tortoise Investment Management
New York
$588K -$4.16K -80 -0.7%
KeyBank National Association
139
KeyBank National Association
Ohio
$586K +$3.17K +61 +0.5%
AWA
140
Arkadios Wealth Advisors
Georgia
$585K +$2.39K +46 +0.4%
MWM
141
Merriman Wealth Management
Washington
$584K
Citadel Advisors
142
Citadel Advisors
Florida
$583K +$190K +3,656 +49%
FF
143
Friedenthal Financial
New Jersey
$581K +$81.5K +1,567 +16%
GVAG
144
Great Valley Advisor Group
Delaware
$572K +$250K +4,806 +78%
RIA
145
Realta Investment Advisors
Delaware
$560K +$52.1K +1,001 +10%
AA
146
Ancora Advisors
Ohio
$556K -$56.5K -1,086 -9%
BWA
147
Burt Wealth Advisors
Maryland
$552K
JFGLC
148
Johnson Financial Group LLC (Colorado)
Colorado
$545K +$39.6K +762 +8%
EWM
149
EPG Wealth Management
Georgia
$540K +$539K +10,364 New
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$534K -$473K -9,096 -47%

TFI Hedge Fund Activity: Q2 2021 in Review

319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2021, worth a combined $2.89B — up 7% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TFI positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.7M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2021, up 7% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2021 and 27 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $155M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2021.