State Street SPDR Nuveen ICE Municipal Bond ETF
142 hedge funds and large institutions have $784M invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
13% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 47
5% more capital invested
Capital invested by funds: $746M → $784M (+$38.6M)
1% more funds holding
Funds holding: 140 → 142 (+2)
1.38% more ownership
Funds ownership: 28.43% → 29.81% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$50.3M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$17.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.67M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.67M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.39M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$2.48M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.53M |
| 5 |
Jane Street
New York
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
151
Prelude Capital Management
New York
| – | -$211K | -4,350 | Closed |
|
152
Creative Planning
Overland Park,
Kansas
| – | -$164K | -3,382 | Closed |
|
|
IP
153
Investment Partners
New Philadelphia,
Ohio
| – | -$19K | -392 | Closed |
|
|
AIP
154
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$10K | -226 | Closed |
|
TFI Hedge Fund Activity: Q2 2015 in Review
142 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2015, worth a combined $784M — up 5.2% from $746M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new TFI positions and 12 closed out — a net gain of 6 holders — while 53 added to existing stakes and 47 trimmed.
The largest buyer was Wealthfront, adding an estimated $50.3M. The largest seller was Morgan Stanley, cutting an estimated $6.39M.
- 142 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2015, up from 140 in Q1 2015.
- Funds reported $784M of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2015, up 5.2% quarter-over-quarter.
- 18 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2015 and 12 closed out, a net change of +6 holders.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2015 was Wealthfront, an estimated $50.3M added.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2015 was Morgan Stanley, an estimated $6.39M sold.
Based on aggregated 13F filings for Q2 2015.