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State Street SPDR Nuveen ICE Municipal Bond ETF

325 hedge funds and large institutions have $3.17B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $2.89B → $3.17B (+$280M)

8.41% more ownership

Funds ownership: 75.56%83.97% (+8.4%)

2% more funds holding

Funds holding: 319325 (+6)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
126
Reduced
86
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$550K
AWM
152
AE Wealth Management
Kansas
$550K +$63K +1,208 +13%
BWA
153
Burt Wealth Advisors
Maryland
$546K
EWM
154
EPG Wealth Management
Georgia
$537K +$2.29K +44 +0.4%
LFAS
155
Level Four Advisory Services
Texas
$526K -$1.25M -24,056 -70%
JWS
156
Juncture Wealth Strategies
Arizona
$518K +$16.2K +311 +3%
FWA
157
FOCUS Wealth Advisors
Texas
$512K +$11.7K +225 +2%
BF
158
BOK Financial
Oklahoma
$504K +$510K +9,775 New
NL
159
NWAM LLC
Washington
$488K +$27.5K +528 +6%
DI
160
Diligent Investors
California
$487K
BCP
161
Blue Chip Partners
Michigan
$486K +$2.03K +39 +0.4%
HWAM
162
Hennion & Walsh Asset Management
New Jersey
$477K +$152K +2,914 +46%
RIA
163
Realta Investment Advisors
Delaware
$475K -$80.8K -1,550 -14%
OPS
164
Orion Portfolio Solutions
Nebraska
$471K +$32K +613 +7%
CG
165
Colony Group
Massachusetts
$469K
HI
166
Harbour Investments
Wisconsin
$465K -$7.87K -151 -2%
VA
167
Valmark Advisers
Ohio
$463K +$939 +18 +0.2%
SPA
168
Sentinel Pension Advisors
Massachusetts
$455K -$1.98K -38 -0.4%
LHC
169
Little House Capital
Massachusetts
$449K -$4.17K -80 -0.9%
MFA
170
Mayflower Financial Advisors
Massachusetts
$447K
ST
171
Smithfield Trust
Pennsylvania
$445K
GT
172
Glenview Trust
Kentucky
$444K
WA
173
Waddell & Associates
Tennessee
$420K +$424K +8,136 New
BCI
174
Brinker Capital Investments
Pennsylvania
$410K
CNBTD
175
Citizens National Bank Trust Department
Mississippi
$407K -$2.61K -50 -0.6%

TFI Hedge Fund Activity: Q3 2021 in Review

325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2021, worth a combined $3.17B — up 9.7% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFI positions and 23 closed out — a net gain of 12 holders — while 126 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $186M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $15.5M.

  • 325 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $3.17B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2021 and 23 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $186M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2021 was Qube Research & Technologies (QRT), an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2021.