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State Street SPDR Nuveen ICE Municipal Bond ETF

325 hedge funds and large institutions have $3.17B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $2.89B → $3.17B (+$280M)

8.41% more ownership

Funds ownership: 75.56%83.97% (+8.4%)

2% more funds holding

Funds holding: 319325 (+6)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
126
Reduced
86
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
126
Patton Albertson Miller Group
Tennessee
$804K +$30.8K +590 +4%
DA
127
Detalus Advisors
Missouri
$789K +$1.25K +24 +0.2%
PWM
128
Peterson Wealth Management
Nevada
$784K +$42.2K +810 +6%
LBC
129
Lowe Brockenbrough & Co
Virginia
$774K +$782K +15,000 New
WA
130
Wealth Alliance
New York
$764K -$72.3K -1,386 -9%
CST
131
Charles Schwab Trust
Nevada
$760K -$1.51K -29 -0.2%
BFA
132
Beaumont Financial Advisors
Massachusetts
$745K -$14.9K -286 -2%
SF
133
Synovus Financial
Georgia
$743K -$155K -2,965 -17%
AWM
134
Apollon Wealth Management
South Carolina
$741K -$21.9K -420 -3%
RWP
135
RWA Wealth Partners
Massachusetts
$715K +$209 +4 +0%
CJA
136
C-J Advisory
California
$691K +$1.56K +30 +0.2%
VPIM
137
Vanguard Personalized Indexing Management
California
$676K +$35.1K +673 +5%
CAN
138
Cetera Advisor Networks
California
$635K -$265K -5,086 -29%
NB
139
Northwest Bancshares
Pennsylvania
$629K -$201K -3,845 -24%
SFG
140
StrategIQ Financial Group
Indiana
$627K -$5.06K -97 -0.8%
ECM
141
Exchange Capital Management
Michigan
$619K -$22.2K -425 -3%
PCA
142
Peddock Capital Advisors
Massachusetts
$612K
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$605K +$76.8K +1,472 +14%
FF
144
Friedenthal Financial
New Jersey
$589K +$14.3K +275 +2%
KeyBank National Association
145
KeyBank National Association
Ohio
$580K
MWM
146
Merriman Wealth Management
Washington
$578K
TIM
147
Tortoise Investment Management
New York
$577K -$5.21K -100 -0.9%
PA
148
PFG Advisors
Arizona
$573K +$133K +2,556 +30%
DAS
149
Dynamic Advisor Solutions
Arizona
$569K +$60.3K +1,156 +12%
JFGLC
150
Johnson Financial Group LLC (Colorado)
Colorado
$568K +$30.4K +583 +6%

TFI Hedge Fund Activity: Q3 2021 in Review

325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2021, worth a combined $3.17B — up 9.7% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFI positions and 23 closed out — a net gain of 12 holders — while 126 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $186M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $15.5M.

  • 325 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $3.17B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2021 and 23 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $186M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2021 was Qube Research & Technologies (QRT), an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2021.