State Street SPDR Nuveen ICE Municipal Bond ETF
215 hedge funds and large institutions have $2.45B invested in State Street 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.
21% more capital invested
Capital invested by funds: $2.02B → $2.45B (+$430M)
15.59% more ownership
Funds ownership: 74.39% → 89.98% (+16%)
13% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 70
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
0% more funds holding
Funds holding: 214 → 215 (+1)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$306M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$151M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$10.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$55.8M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$13.8M |
| 3 |
Morgan Stanley
New York
|
-$8.19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.09M |
| 5 |
Betterment LLC
New York
|
-$6.76M |
TFI Hedge Fund Activity: Q3 2018 in Review
215 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2018, worth a combined $2.45B — up 21% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new TFI positions and 20 closed out — a net gain of 2 holders — while 79 added to existing stakes and 70 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $306M. The largest seller was Commonwealth Equity Services, cutting an estimated $55.8M.
- 215 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2018, up from 214 in Q2 2018.
- Funds reported $2.45B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2018, up 21% quarter-over-quarter.
- 22 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2018 and 20 closed out, a net change of +2 holders.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $306M added.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2018 was Commonwealth Equity Services, an estimated $55.8M sold.
Based on aggregated 13F filings for Q3 2018.