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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 313319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2%85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$700K -$106K -2,350 -13%
LHC
152
Little House Capital
Massachusetts
$688K +$61.2K +1,363 +10%
CAMG
153
CWA Asset Management Group
Florida
$681K -$26K -580 -4%
FAFN
154
First Affirmative Financial Network
Colorado
$675K -$11.5K -257 -2%
CWA
155
Consilio Wealth Advisors
Washington
$670K +$659K +14,683 New
PAG
156
Private Advisor Group
New Jersey
$665K -$483K -10,762 -11%
SAM
157
Sawgrass Asset Management
Florida
$653K +$151K +3,368 +31%
JFGLC
158
Johnson Financial Group LLC (Colorado)
Colorado
$646K -$9.86M -219,446 -94%
FAM
159
Family Asset Management
South Carolina
$628K +$618K +13,757 New
RWM
160
Ritholtz Wealth Management
New York
$613K -$1M -22,342 -62%
SF
161
Synovus Financial
Georgia
$612K -$53.8K -1,198 -8%
DAS
162
Dynamic Advisor Solutions
Arizona
$597K -$27.7K -616 -4%
FF
163
Friedenthal Financial
New Jersey
$593K -$13.5K -300 -2%
AC
164
ASB Consultores
Florida
$588K -$1.35K -30 -0.2%
VPP
165
Vertex Planning Partners
Illinois
$573K +$564K +12,552 New
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$570K +$77.5K +1,726 +16%
IWMA
167
Ironwood Wealth Management (Arizona)
Arizona
$559K +$197K +4,397 +56%
FWM
168
FSA Wealth Management
Massachusetts
$542K -$143K -3,177 -21%
AFC
169
AFT Forsyth & Company
Florida
$536K
FWA
170
FOCUS Wealth Advisors
Texas
$523K -$3.37K -75 -0.6%
OFG
171
Omega Financial Group
California
$512K -$49.9K -1,111 -9%
MCM
172
Moore Capital Management
New York
$480K +$473K +10,525 New
LFAS
173
Level Four Advisory Services
Texas
$465K
ST
174
Smithfield Trust
Pennsylvania
$448K
RFP
175
RCS Financial Planning
Maryland
$446K +$440K +9,787 New

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.