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State Street SPDR Nuveen ICE Municipal Bond ETF

264 hedge funds and large institutions have $2.71B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

10% more funds holding

Funds holding: 241264 (+23)

0.6% more ownership

Funds ownership: 91.26%91.86% (+0.6%)

0% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$11.4M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
151
Wealth Alliance Advisory Group
Kansas
$353K
Citadel Advisors
152
Citadel Advisors
Florida
$349K -$4.82M -95,128 -93%
RF
153
RHS Financial
California
$346K +$346K +6,831 New
Baird Financial Group
154
Baird Financial Group
Wisconsin
$344K +$26.4K +521 +8%
EK
155
Evensky & Katz
Florida
$327K +$2.83K +56 +0.9%
CG
156
Colony Group
Massachusetts
$315K +$315K +6,228 New
PCMC
157
Paragon Capital Management (Colorado)
Colorado
$309K
OPA
158
Old Port Advisors
Maine
$301K -$44.4K -878 -13%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$290K
1IA
160
1834 Investment Advisors
Wisconsin
$286K
BSW
161
Buckingham Strategic Wealth
Missouri
$283K +$283K +5,586 New
WA
162
WealthTrust Axiom
Pennsylvania
$278K
MAFM
163
Mid Atlantic Financial Management
Pennsylvania
$267K -$39.5K -780 -13%
WP
164
WealthShield Partners
North Carolina
$267K -$30.2K -596 -10%
LW
165
Linscomb Wealth
Texas
$263K +$263K +5,196 New
FTS
166
Fifth Third Securities
Ohio
$259K +$259K +5,122 New
DAS
167
Dynamic Advisor Solutions
Arizona
$259K -$22.1K -436 -8%
NA
168
NewEdge Advisors
Louisiana
$259K -$4.25K -84 -2%
FANJ
169
Financial Architects (New Jersey)
New Jersey
$258K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$258K +$190K +3,750 +276%
THWM
171
Taylor Hoffman Wealth Management
Virginia
$243K
MWM
172
Mission Wealth Management
California
$242K -$18.5K -365 -7%
ST
173
Smithfield Trust
Pennsylvania
$242K
PWA
174
Physician Wealth Advisors
Utah
$239K +$11.7K +231 +5%
William Blair & Company
175
William Blair & Company
Illinois
$238K +$28.5K +563 +14%

TFI Hedge Fund Activity: Q4 2019 in Review

264 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2019, worth a combined $2.71B — up 0.42% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 16 closed out — a net gain of 28 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.1M.

  • 264 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $2.71B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.