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State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
151
J2 Capital Management
Michigan
$660K -$414K -9,000 -38%
EK
152
Evensky & Katz
Florida
$656K -$481K -10,452 -41%
FNC
153
First National Corp
Massachusetts
$654K
SF
154
Synovus Financial
Georgia
$642K +$322 +7 +0%
OPWM
155
Oakwell Private Wealth Management
Texas
$642K +$93.9K +2,042 +16%
LHC
156
Little House Capital
Massachusetts
$604K +$68.6K +1,491 +12%
DAS
157
Dynamic Advisor Solutions
Arizona
$603K +$81K +1,762 +15%
RWM
158
Reston Wealth Management
Virginia
$586K -$5.74M -124,798 -90%
FF
159
Friedenthal Financial
New Jersey
$585K +$22K +478 +4%
CAN
160
Cetera Advisor Networks
California
$581K +$30.3K +659 +5%
AC
161
ASB Consultores
Florida
$568K
CA
162
Cetera Advisors
Colorado
$548K -$5.33K -116 -0.9%
AG
163
Ascent Group
Virginia
$545K +$271K +5,885 +89%
OFG
164
Omega Financial Group
California
$542K +$567K +12,330 New
PCMC
165
Private Capital Management (Colorado)
Colorado
$528K +$552K +12,000 New
SA
166
Shilanski & Associates
Alaska
$528K +$552K +12,000 New
AFC
167
AFT Forsyth & Company
Florida
$517K
SFG
168
StrategIQ Financial Group
Indiana
$511K +$134K +2,917 +34%
FWA
169
FOCUS Wealth Advisors
Texas
$508K
Comerica Bank
170
Comerica Bank
Texas
$498K +$10.6K +231 +2%
SAM
171
Sawgrass Asset Management
Florida
$482K -$137K -2,977 -21%
CBFP
172
Cedar Brook Financial Partners
Ohio
$478K +$499K +10,857 New
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$474K -$1.33K -29 -0.3%
LFAS
174
Level Four Advisory Services
Texas
$448K
SFG
175
Sage Financial Group
Pennsylvania
$447K -$1.44M -31,400 -76%

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.