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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
151
WealthTrust Axiom
Pennsylvania
$269K – – –
SEIA
152
Signature Estate & Investment Advisors
California
$261K +$260K +5,320 New
SP
153
Successful Portfolios
Florida
$260K +$260K +5,314 New
WIA
154
Wealthstreet Investment Advisors
Texas
$245K +$245K +5,000 New
SEI Investments
155
SEI Investments
Pennsylvania
$241K +$202K +4,137 +528%
Lido Advisors
156
Lido Advisors
California
$236K – – –
THWM
157
Taylor Hoffman Wealth Management
Virginia
$235K +$235K +4,798 New
RIA
158
Regal Investment Advisors
Michigan
$225K +$225K +4,600 New
AIA
159
Allegis Investment Advisors
Idaho
$218K -$464K -9,489 -68%
CAL
160
Capital Advisors Ltd
Ohio
$217K – – –
SCA
161
STALEY CAPITAL ADVISERS
Pennsylvania
$215K – – –
MC
162
Moors & Cabot
Massachusetts
$215K +$9.39K +192 +5%
FTS
163
Fifth Third Securities
Ohio
$207K -$4.4K -90 -2%
SWM
164
SeaCrest Wealth Management
New York
$205K +$205K +4,189 New
W
165
WealthShield
North Carolina
$180K +$180K +3,679 New
WP
166
WealthShield Partners
North Carolina
$180K +$180K +3,679 New
CFN
167
Cordasco Financial Network
Florida
$146K – – –
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$144K – – –
FHA
169
First Horizon Advisors
Tennessee
$125K +$8.27K +169 +7%
MAM
170
Meeder Asset Management
Ohio
$125K +$125K +2,549 New
FCMT
171
Founders Capital Management (Texas)
Texas
$105K – – –
AF
172
Advisornet Financial
Minnesota
$98K +$97.7K +1,997 New
SPIA
173
Steward Partners Investment Advisory
New York
$92K +$92.6K +1,892 New
NSB
174
Norway Savings Bank
Maine
$91K – – –
BTIS
175
BB&T Investment Services
North Carolina
$78K +$41.3K +844 +115%
5 6
7
8 9

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.