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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

242 hedge funds and large institutions have $2.38B invested in SPDR Nuveen ICE Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 61 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+27
Holders Change %
+12.56%
% of All Funds
5.4%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
56
Increased
61
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$83.3M
2
CSIA
Charles Schwab Investment Advisory
California
+$44.5M
3
State Street
State Street
Massachusetts
+$27.6M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$19.8M
5
PWG
Private Wealth Group
Florida
+$18.7M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$61.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$22.2M
4
BC
Brinker Capital
Pennsylvania
-$21.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
151
Paragon Capital Management (Colorado)
Colorado
$294K – – –
KWM
152
Kingsview Wealth Management
Oregon
$293K -$48.1K -1,000 -14%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$289K +$147K +3,052 +103%
DP
154
Denver PWM
Colorado
$279K -$30.2K -623 -10%
IA
155
IFP Advisors
Florida
$278K -$514K -10,700 -65%
HWA
156
HHM Wealth Advisors
Tennessee
$278K +$278K +5,785 New
PI
157
Parkside Investments
Illinois
$277K +$277K +5,765 New
1IA
158
1834 Investment Advisors
Wisconsin
$272K -$26.2K -545 -9%
TFCP
159
Twin Focus Capital Partners
Massachusetts
$270K -$75.2K -1,562 -22%
WA
160
WealthTrust Axiom
Pennsylvania
$264K – – –
TL
161
TrueWealth LLC
Georgia
$258K +$867 +18 +0.3%
FANJ
162
Financial Architects (New Jersey)
New Jersey
$257K +$243K +5,050 +1,683%
CA
163
Cetera Advisors
Colorado
$255K +$1.45K +30 +0.6%
MWM
164
Mission Wealth Management
California
$252K +$1.2K +25 +0.5%
WIA
165
Wealthstreet Investment Advisors
Texas
$241K – – –
CAN
166
Cetera Advisor Networks
California
$236K -$29.9K -619 -11%
ST
167
Smithfield Trust
Pennsylvania
$231K – – –
THWM
168
Taylor Hoffman Wealth Management
Virginia
$231K – – –
PAMG
169
Patton Albertson Miller Group
Tennessee
$230K -$323K -6,672 -58%
CBFP
170
Cedar Brook Financial Partners
Ohio
$230K +$230K +4,777 New
EWM
171
Evercore Wealth Management
New York
$229K -$3.94K -82 -2%
SP
172
Successful Portfolios
Florida
$227K -$28.9K -600 -11%
PCG
173
Private Capital Group
Connecticut
$223K -$81.9K -1,701 -27%
CAL
174
Capital Advisors Ltd
Ohio
$213K – – –
JWS
175
Juncture Wealth Strategies
Arizona
$212K -$62.3K -1,291 -23%
5 6
7
8 9