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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 82

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$188M)

2% more funds holding

Funds holding: 314319 (+5)

2.09% less ownership

Funds ownership: 77.65%75.56% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
122
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$515K -$12.1K -232 -2%
JWS
152
Juncture Wealth Strategies
Arizona
$508K +$93K +1,787 +22%
FWA
153
FOCUS Wealth Advisors
Texas
$506K -$29.2K -562 -5%
CCM
154
Crabel Capital Management
California
$500K -$2.36M -45,299 -83%
ICMP
155
Integrated Capital Management (Pennsylvania)
Pennsylvania
$496K +$69.2K +1,330 +16%
AWM
156
AE Wealth Management
Kansas
$493K +$93.3K +1,794 +23%
BCP
157
Blue Chip Partners
Michigan
$489K +$2.13K +41 +0.4%
DI
158
Diligent Investors
California
$487K +$156 +3 +0%
HI
159
Harbour Investments
Wisconsin
$477K -$4.74K -91 -1%
CG
160
Colony Group
Massachusetts
$474K -$29.2K -561 -6%
VA
161
Valmark Advisers
Ohio
$467K -$58.4K -1,123 -11%
NL
162
NWAM LLC
Washington
$466K -$764K -14,678 -62%
SPA
163
Sentinel Pension Advisors
Massachusetts
$462K +$136K +2,618 +42%
LHC
164
Little House Capital
Massachusetts
$458K +$457K +8,786 New
MFA
165
Mayflower Financial Advisors
Massachusetts
$453K
ST
166
Smithfield Trust
Pennsylvania
$450K
GT
167
Glenview Trust
Kentucky
$448K
PA
168
PFG Advisors
Arizona
$446K +$235K +4,508 +111%
OPS
169
Orion Portfolio Solutions
Nebraska
$444K +$46.4K +892 +12%
CMO
170
Covenant Multifamily Offices
Texas
$430K +$191K +3,677 +80%
WWM
171
Western Wealth Management
Colorado
$421K +$8.64K +166 +2%
BCI
172
Brinker Capital Investments
Pennsylvania
$414K
CNBTD
173
Citizens National Bank Trust Department
Mississippi
$414K
LNC
174
Lincoln National Corp
Pennsylvania
$413K +$8.64K +166 +2%
IWP
175
Icon Wealth Partners
Texas
$400K +$364 +7 +0.1%

TFI Hedge Fund Activity: Q2 2021 in Review

319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2021, worth a combined $2.89B — up 7% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TFI positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.7M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2021, up 7% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2021 and 27 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $155M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2021.