We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

214 hedge funds and large institutions have $2.02B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.95B → $2.02B (+$67.5M)

1% less funds holding

Funds holding: 216214 (-2)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

1.66% less ownership

Funds ownership: 76.05%74.39% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
28
Increased
65
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
151
Cetera Advisor Networks
California
$237K -$53.2K -1,111 -18%
MWM
152
Mission Wealth Management
California
$234K +$233K +4,875 New
THWM
153
Taylor Hoffman Wealth Management
Virginia
$230K
CRC
154
Curi RMB Capital
Illinois
$227K +$227K +4,741 New
CCM
155
Colorado Capital Management
Colorado
$215K
OMC
156
Old Mission Capital
Illinois
$215K +$215K +4,487 New
CAL
157
Capital Advisors Ltd
Ohio
$212K
TSS
158
Two Sigma Securities
New York
$212K +$211K +4,419 New
SCA
159
STALEY CAPITAL ADVISERS
Pennsylvania
$211K
TC
160
Trust Company
Kansas
$192K
TWA
161
TCI Wealth Advisors
Arizona
$187K +$186K +3,892 New
CFN
162
Cordasco Financial Network
Florida
$143K
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$141K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$141K +$287 +6 +0.2%
FHA
165
First Horizon Advisors
Tennessee
$134K +$96 +2 +0.1%
CTB
166
Country Trust Bank
Illinois
$132K
NSB
167
Norway Savings Bank
Maine
$116K +$10K +210 +10%
AA
168
Apriem Advisors
California
$115K +$115K +2,400 New
AF
169
Advisornet Financial
Minnesota
$106K +$9.9K +207 +10%
RCAG
170
Rehmann Capital Advisory Group
Michigan
$101K +$335 +7 +0.3%
BCP
171
Blue Chip Partners
Michigan
$100K +$99.5K +2,079 New
FCMT
172
Founders Capital Management (Texas)
Texas
$94K -$11.8K -247 -11%
SWM
173
SeaCrest Wealth Management
New York
$91K -$110K -2,300 -55%
VCM
174
Versant Capital Management
Arizona
$87K +$49.3K +1,030 +128%
BCM
175
Blume Capital Management
California
$74K

TFI Hedge Fund Activity: Q2 2018 in Review

214 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2018, worth a combined $2.02B — up 3.5% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFI positions and 27 closed out — a net gain of 1 holder — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.5M. The largest seller was Prelude Capital Management, cutting an estimated $5.94M.

  • 214 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2018, down from 216 in Q1 2018.
  • Funds reported $2.02B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2018, up 3.5% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2018 and 27 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $22.5M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2018 was Prelude Capital Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2018.