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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street 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

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
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
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Northeast Financial Group
Pennsylvania
$642K +$266K +5,747 +70%
Deutsche Bank
152
Deutsche Bank
Germany
$624K
SF
153
Synovus Financial
Georgia
$617K +$417 +9 +0.1%
AT
154
Arden Trust
Delaware
$606K -$1.56M -33,660 -72%
API
155
Advisor Partners II
California
$606K +$608K +13,125 New
FF
156
Friedenthal Financial
New Jersey
$604K +$17.5K +378 +3%
XF
157
XML Financial
Maryland
$599K
CCM
158
Crabel Capital Management
California
$594K -$718K -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 +$552K +11,913 New
CFP
162
Cypress Financial Planning
New Jersey
$548K +$186K +4,006 +51%
CFGS
163
Concourse Financial Group Securities
Alabama
$545K +$42.7K +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 +$71.3K +1,540 +16%
OPWM
168
Oakwell Private Wealth Management
Texas
$508K +$58K +1,252 +13%
PWM
169
Perigon Wealth Management
California
$482K +$271K +5,853 +128%
IWMA
170
Ironwood Wealth Management (Arizona)
Arizona
$466K -$130K -2,806 -22%
WAL
171
W Advisors LLC
Tennessee
$463K +$43.9K +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 +$54.2K +1,171 +14%

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.