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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 313319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2%85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$1.16M -$514K -11,454 -31%
EK
127
Evensky & Katz
Florida
$1.09M +$406K +9,038 +61%
IWM
128
IHT Wealth Management
Illinois
$978K +$605K +13,477 +169%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$976K -$67.1K -1,493 -7%
BFA
130
Bragg Financial Advisors
North Carolina
$974K +$958K +21,341 New
IWN
131
Independent Wealth Network
Iowa
$973K +$35.5K +790 +4%
IWC
132
Integrated Wealth Concepts
Massachusetts
$968K -$93.4K -2,079 -9%
APW
133
Austin Private Wealth
Texas
$929K +$915K +20,374 New
AA
134
Alesco Advisors
New York
$923K +$30K +668 +3%
WTC
135
WhitTier Trust Company
Nevada
$920K -$1.02M -22,624 -53%
MC
136
Moors & Cabot
Massachusetts
$918K
JP Morgan Chase
137
JP Morgan Chase
New York
$917K +$60.6K +1,350 +7%
FWP
138
Firethorn Wealth Partners
Georgia
$899K -$207K -4,598 -19%
CWA
139
Consilium Wealth Advisory
Texas
$895K +$881K +19,625 New
Creative Planning
140
Creative Planning
Kansas
$820K +$21.2K +471 +3%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$816K -$20.8K -464 -3%
Deutsche Bank
142
Deutsche Bank
Germany
$812K -$784K -17,465 -50%
AG
143
Ascent Group
Virginia
$806K +$231K +5,141 +41%
HFA
144
High Falls Advisors
New York
$801K -$62.8K -1,399 -7%
Comerica Bank
145
Comerica Bank
Texas
$775K +$232K +5,155 +45%
PPP
146
Private Portfolio Partners
New Jersey
$775K -$295K -6,567 -28%
OPS
147
Orion Portfolio Solutions
Nebraska
$763K -$11.7M -260,082 -94%
RA
148
RFG Advisory
Alabama
$756K -$1.38M -30,820 -66%
SFG
149
StrategIQ Financial Group
Indiana
$729K +$195K +4,348 +37%
DC
150
Davenport & Co
Virginia
$705K -$3.91K -87 -0.6%

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.