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State Street SPDR Nuveen ICE Municipal Bond ETF

235 hedge funds and large institutions have $2.65B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.58B → $2.65B (+$72.4M)

0.3% more ownership

Funds ownership: 90.04%90.34% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

2% less funds holding

Funds holding: 241235 (-6)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
75
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
151
Leisure Capital Management
California
$276K
WA
152
WealthTrust Axiom
Pennsylvania
$275K
KWM
153
Kingsview Wealth Management
Oregon
$269K
VCM
154
Vivaldi Capital Management
Illinois
$263K -$330K -6,645 -56%
CAN
155
Cetera Advisor Networks
California
$259K +$13.2K +266 +5%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$256K
RP
157
Rice Partnership
Hawaii
$256K +$253K +5,098 New
WPSG
158
Wealth & Pension Services Group
Georgia
$253K +$149 +3 +0.1%
SC
159
Solstein Capital
California
$251K +$248K +5,000 New
NA
160
NewEdge Advisors
Louisiana
$250K
MAFM
161
Mid Atlantic Financial Management
Pennsylvania
$249K -$121K -2,429 -33%
CBFP
162
Cedar Brook Financial Partners
Ohio
$247K +$2.93K +59 +1%
MWM
163
Mission Wealth Management
California
$244K -$14.7K -295 -6%
PAMG
164
Patton Albertson Miller Group
Tennessee
$242K
THWM
165
Taylor Hoffman Wealth Management
Virginia
$241K
ST
166
Smithfield Trust
Pennsylvania
$240K
GRP
167
Global Retirement Partners
California
$239K +$83.3K +1,677 +54%
SP
168
Successful Portfolios
Florida
$231K
DAS
169
Dynamic Advisor Solutions
Arizona
$228K +$226K +4,548 New
EWM
170
Evercore Wealth Management
New York
$226K -$13.3K -268 -6%
CAL
171
Capital Advisors Ltd
Ohio
$222K
FC
172
Financial Consulate
Maryland
$221K -$1.29M -26,060 -86%
SCA
173
STALEY CAPITAL ADVISERS
Pennsylvania
$221K
BHWA
174
Beacon Harbor Wealth Advisors
Virginia
$216K +$214K +4,312 New
NFG
175
Next Financial Group
Texas
$212K +$210K +4,222 New

TFI Hedge Fund Activity: Q2 2019 in Review

235 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2019, worth a combined $2.65B — up 2.8% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TFI and 23 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $35.4M. The largest seller was Betterment LLC, cutting an estimated $11M.

  • 235 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2019, down from 241 in Q1 2019.
  • Funds reported $2.65B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2019, up 2.8% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2019 and 26 closed out, a net change of -3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2019 was Bank of America, an estimated $35.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2019 was Betterment LLC, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2019.