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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

307 hedge funds and large institutions have $3.14B invested in SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.84%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
–
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$533M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$140M
3
Barclays
Barclays
United Kingdom
$36.9M
4
Betterment LLC
Betterment LLC
New York
$271M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$181M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
$4.51M
2
BCM
BlueCrest Capital Management
Jersey
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$441M
4
B
Bailard
California
$37.1M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Northeast Financial Group
Pennsylvania
$642K +$265K +5,747 +70%
Deutsche Bank
152
Deutsche Bank
Germany
$624K – – –
SF
153
Synovus Financial
Georgia
$617K +$415 +9 +0.1%
AT
154
Arden Trust
Delaware
$606K -$1.55M -33,660 -72%
API
155
Advisor Partners II
California
$606K +$606K +13,125 New
FF
156
Friedenthal Financial
New Jersey
$604K +$17.4K +378 +3%
XF
157
XML Financial
Maryland
$599K – – –
CCM
158
Crabel Capital Management
California
$594K -$716K -15,513 -55%
LFAS
159
Level Four Advisory Services
Texas
$580K +$110K +2,382 +23%
VPP
160
Vertex Planning Partners
Illinois
$579K – – –
SB
161
Strategic Blueprint
Georgia
$550K +$550K +11,913 New
CFP
162
Cypress Financial Planning
New Jersey
$548K +$185K +4,006 +51%
CFGS
163
Concourse Financial Group Securities
Alabama
$545K +$42.6K +923 +8%
AFC
164
AFT Forsyth & Company
Florida
$542K – – –
SFG
165
StrategIQ Financial Group
Indiana
$537K -$147K -3,183 -21%
FWA
166
FOCUS Wealth Advisors
Texas
$524K -$1.62K -35 -0.3%
RFP
167
RCS Financial Planning
Maryland
$524K +$71.1K +1,540 +16%
OPWM
168
Oakwell Private Wealth Management
Texas
$508K +$57.8K +1,252 +13%
PWM
169
Perigon Wealth Management
California
$482K +$270K +5,853 +128%
IWMA
170
Ironwood Wealth Management (Arizona)
Arizona
$466K -$130K -2,806 -22%
WAL
171
W Advisors LLC
Tennessee
$463K +$43.7K +947 +10%
ST
172
Smithfield Trust
Pennsylvania
$454K – – –
LMKC
173
L.M. Kohn & Company
Ohio
$439K – – –
FHA
174
Flagship Harbor Advisors
Massachusetts
$436K – – –
KAS
175
Kestra Advisory Services
Texas
$434K +$54.1K +1,171 +14%
5 6
7
8 9