We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

268 hedge funds and large institutions have $2.69B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $2.63M

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

2% less funds holding

Funds holding: 273268 (-5)

16% less capital invested

Capital invested by funds: $3.19B → $2.69B (-$502M)

18.67% less ownership

Funds ownership: 98.71%80.04% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

Holders
268
Holders Change
-5
Holders Change %
-1.83%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
33
Increased
72
Reduced
98
Closed
34
Calls
$4.65M
Puts
$2.63M
Net Calls
+$2.01M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
Denver PWM
Colorado
$378K +$2.6K +51 +0.7%
FNT
152
First National Trust
Pennsylvania
$377K +$372K +7,304 New
LNC
153
Lincoln National Corp
Pennsylvania
$376K +$1.02K +20 +0.3%
SFSIG
154
San Francisco Sentry Investment Group
California
$375K -$56.4K -1,108 -13%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$364K -$554K -10,867 -61%
NA
156
NewEdge Advisors
Louisiana
$347K +$3.82K +75 +1%
JFGLC
157
Johnson Financial Group LLC (Colorado)
Colorado
$341K +$336K +6,597 New
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$340K +$335K +6,573 New
ABC
159
Associated Banc-Corp
Wisconsin
$339K -$36.5K -717 -10%
UR
160
USCA RIA
Texas
$319K
BBHC
161
Brown Brothers Harriman & Co
New York
$313K +$309K +6,064 New
SPC
162
Sigma Planning Corp
Michigan
$304K +$5.2K +102 +2%
TSS
163
Two Sigma Securities
New York
$301K -$225K -4,420 -43%
KP
164
Keel Point
Alabama
$299K +$294K +5,778 New
OPA
165
Old Port Advisors
Maine
$293K
1IA
166
1834 Investment Advisors
Wisconsin
$292K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$290K
WA
168
WealthTrust Axiom
Pennsylvania
$284K
OFG
169
Omega Financial Group
California
$283K -$16.9K -332 -6%
AAS
170
Avantax Advisory Services
Texas
$275K -$660K -12,967 -71%
MA
171
Mutual Advisors
Nebraska
$273K +$269K +5,289 New
PWM
172
Perigon Wealth Management
California
$267K -$27.9K -548 -10%
SFG
173
SNS Financial Group
Minnesota
$258K -$9.17K -180 -3%
FHA
174
First Horizon Advisors
Tennessee
$258K +$30.8K +605 +14%
ST
175
Smithfield Trust
Pennsylvania
$248K

TFI Hedge Fund Activity: Q2 2020 in Review

268 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2020, worth a combined $2.69B — down 16% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TFI and 33 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 72 added.

The largest buyer was Wealthfront Advisers, adding an estimated $81.9M. The largest seller was Financial Engines Advisors, cutting an estimated $631M.

  • 268 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2020, down from 273 in Q1 2020.
  • Funds reported $2.69B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2020 and 34 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2020 was Wealthfront Advisers, an estimated $81.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $631M sold.

Based on aggregated 13F filings for Q2 2020.