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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

215 hedge funds and large institutions have $2.45B invested in SPDR Nuveen ICE Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
22
Increased
79
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$342M
2
CSIA
Charles Schwab Investment Advisory
California
+$150M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.9M
4
SWP
Stratos Wealth Partners
Ohio
+$10.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.31M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$55.3M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$13.7M
3
Morgan Stanley
Morgan Stanley
New York
-$8.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.02M
5
Betterment LLC
Betterment LLC
New York
-$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
151
Wealthstreet Investment Advisors
Texas
$237K – – –
RP
152
Rice Partnership
Hawaii
$237K +$237K +4,988 New
EWM
153
Evercore Wealth Management
New York
$230K -$80.3K -1,693 -26%
THWM
154
Taylor Hoffman Wealth Management
Virginia
$228K – – –
ST
155
Smithfield Trust
Pennsylvania
$227K -$105K -2,222 -32%
OMC
156
Old Mission Capital
Illinois
$223K +$10.1K +212 +5%
RIA
157
Regal Investment Advisors
Michigan
$218K +$218K +4,600 New
PAG
158
Pinnacle Advisory Group
Maryland
$214K -$27.6K -579 -11%
VAS
159
Valicenti Advisory Services
New York
$211K -$842K -17,777 -80%
CAL
160
Capital Advisors Ltd
Ohio
$210K – – –
SCA
161
STALEY CAPITAL ADVISERS
Pennsylvania
$209K – – –
CFN
162
Cordasco Financial Network
Florida
$141K – – –
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$140K +$284 +6 +0.2%
FHA
164
First Horizon Advisors
Tennessee
$133K +$142 +3 +0.1%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$128K -$11.1K -234 -8%
VCM
166
Versant Capital Management
Arizona
$119K +$32.6K +691 +38%
NSB
167
Norway Savings Bank
Maine
$115K – – –
TNBTD
168
Trustmark National Bank Trust Department
Mississippi
$109K +$109K +2,294 New
CTB
169
Country Trust Bank
Illinois
$107K -$23.8K -500 -18%
BWA
170
Burt Wealth Advisors
Maryland
$105K +$41.6K +876 +66%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$100K +$332 +7 +0.3%
AF
172
Advisornet Financial
Minnesota
$95K -$9.85K -207 -9%
FCMT
173
Founders Capital Management (Texas)
Texas
$93K – – –
SWM
174
SeaCrest Wealth Management
New York
$90K – – –
AA
175
Ancora Advisors
Ohio
$90K +$90K +1,904 New
5 6
7
8 9