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State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AO
126
Advisor OS
Illinois
$1.11M +$619K +13,458 +114%
DWT
127
Dorsey & Whitney Trust
South Dakota
$1.07M +$228K +4,957 +25%
FWP
128
Firethorn Wealth Partners
Georgia
$1.07M +$782K +17,016 +233%
PPP
129
Private Portfolio Partners
New Jersey
$1.04M +$1.08M +23,549 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.02M -$387K -8,408 -27%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$1.02M +$532K +11,573 +99%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$1.01M +$140K +3,035 +15%
Goldman Sachs
133
Goldman Sachs
New York
$914K -$257K -5,590 -21%
CFMC
134
Curbstone Financial Management Corp
New Hampshire
$911K -$283K -6,150 -23%
IWN
135
Independent Wealth Network
Iowa
$904K +$10K +218 +1%
MC
136
Moors & Cabot
Massachusetts
$885K
AA
137
Alesco Advisors
New York
$861K -$116K -2,522 -11%
HFA
138
High Falls Advisors
New York
$834K -$519K -11,299 -37%
JP Morgan Chase
139
JP Morgan Chase
New York
$825K +$155K +3,369 +22%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$808K +$275K +5,974 +48%
SC
141
Savant Capital
Illinois
$782K -$21.5K -467 -3%
Franklin Resources
142
Franklin Resources
California
$778K
Creative Planning
143
Creative Planning
Kansas
$770K -$241K -5,235 -23%
SWP
144
Strategic Wealth Partners
Ohio
$693K +$725K +15,762 New
DC
145
Davenport & Co
Virginia
$684K -$749K -16,289 -51%
CAMG
146
CWA Asset Management Group
Florida
$682K -$1.14M -24,824 -62%
SEI Investments
147
SEI Investments
Pennsylvania
$670K +$23.3K +506 +3%
FAFN
148
First Affirmative Financial Network
Colorado
$662K -$153K -3,323 -18%
FWM
149
FSA Wealth Management
Massachusetts
$662K -$16K -349 -2%
FHA
150
Flagship Harbor Advisors
Massachusetts
$662K -$1.38K -30 -0.2%

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.