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State Street SPDR Nuveen ICE Municipal Bond ETF

181 hedge funds and large institutions have $1.75B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$88.8M)

2.6% more ownership

Funds ownership: 69.06%71.66% (+2.6%)

1% more funds holding

Funds holding: 180181 (+1)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
4.51%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
21
Increased
69
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
151
Ropes Wealth Advisors
Massachusetts
$52K
CCM
152
Covington Capital Management
California
$52K +$51.7K +1,053 New
SEI Investments
153
SEI Investments
Pennsylvania
$38K -$76.3K -1,555 -66%
GWM
154
Geneos Wealth Management
Colorado
$36K +$25.6K +521 +232%
BTIS
155
BB&T Investment Services
North Carolina
$36K +$29.5K +601 +459%
PG
156
Patten Group
Tennessee
$32K
CB
157
Community Bank
New York
$31K
HDIM
158
Hanson & Doremus Investment Management
Vermont
$29K
BAM
159
Barrett Asset Management
New York
$25K
LWA
160
Lenox Wealth Advisors
New York
$24K +$23.7K +484 New
TFA
161
Transamerica Financial Advisors
Florida
$20K -$1.08K -22 -5%
BWM
162
Baystate Wealth Management
Massachusetts
$20K
GRP
163
Global Retirement Partners
California
$18K
AIM
164
Advantage Investment Management
Iowa
$16K +$16.4K +335 New
FANJ
165
Financial Architects (New Jersey)
New Jersey
$15K
IWM
166
IHT Wealth Management
Illinois
$15K
BlackRock
167
BlackRock
New York
$15K +$5.99K +122 +69%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$12K
BF
169
BOK Financial
Oklahoma
$12K +$11.8K +240 New
ASN
170
Advisory Services Network
Georgia
$10K
CPIG
171
Chicago Partners Investment Group
Illinois
$10K +$9.96K +203 New
DAM
172
Delta Asset Management
Tennessee
$8K
JCM
173
Jacobi Capital Management
Pennsylvania
$6K
CCM
174
Cribstone Capital Management
Maine
$5K +$4.71K +96 New
JIR
175
James Investment Research
Ohio
$4K

TFI Hedge Fund Activity: Q3 2017 in Review

181 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2017, worth a combined $1.75B — up 5.4% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFI positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 51 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $42.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.3M sold.

  • 181 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2017, up from 180 in Q2 2017.
  • Funds reported $1.75B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2017 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $42.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2017.