TFI icon

SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

294 hedge funds and large institutions have $2.89B invested in SPDR Nuveen ICE Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
41
Increased
93
Reduced
102
Closed
50
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
+$260K

Top Buyers

1
Jane Street
1
Jane Street
New York
$41.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.1M
4
PFO
4
Pathstone Family Office
New Jersey
$25M
5
OCM
5
One Capital Management
California
$36M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$275M
2
Barclays
2
Barclays
United Kingdom
$0
3
Betterment LLC
3
Betterment LLC
New York
$225M
4
LPL Financial
4
LPL Financial
California
$52.7M
5
OWA
5
One Wealth Advisors
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
151
Vertex Planning Partners
Illinois
$581K +$32.9K +752 +6%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$580K -$52.3K -1,196 -8%
FF
153
Friedenthal Financial
New Jersey
$561K -$11K -252 -2%
FHA
154
Flagship Harbor Advisors
Massachusetts
$538K +$125K +2,866 +30%
OIA
155
OneDigital Investment Advisors
Kansas
$524K -$3.62M -82,859 -87%
AFC
156
AFT Forsyth & Company
Florida
$513K – – –
JFGLC
157
Johnson Financial Group LLC (Colorado)
Colorado
$508K -$151K -3,459 -23%
FWA
158
FOCUS Wealth Advisors
Texas
$493K -$2.84K -65 -0.6%
SFG
159
StrategIQ Financial Group
Indiana
$454K -$54.8K -1,255 -11%
OPWM
160
Oakwell Private Wealth Management
Texas
$450K -$31.1K -711 -6%
MLA
161
My Legacy Advisors
Oregon
$424K -$2.21M -51,165 -84%
AFG
162
Atomi Financial Group
New York
$412K +$115K +2,628 +39%
First Trust Advisors
163
First Trust Advisors
Illinois
$392K +$183K +4,194 +88%
BW
164
Bison Wealth
Georgia
$387K -$23.2K -530 -6%
BFA
165
Beaumont Financial Advisors
Massachusetts
$376K – – –
LMKC
166
L.M. Kohn & Company
Ohio
$371K -$43.7K -1,000 -11%
PWM
167
Peterson Wealth Management
Nevada
$361K +$2.23K +51 +0.6%
FHA
168
First Horizon Advisors
Tennessee
$359K +$49.1K +1,124 +16%
AIA
169
Alternative Investment Advisors
Florida
$346K +$346K +7,906 New
DI
170
Diligent Investors
California
$337K +$175 +4 +0.1%
CNBTD
171
Citizens National Bank Trust Department
Mississippi
$335K – – –
WCA
172
Waypoint Capital Advisors
Minnesota
$333K – – –
NFG
173
Nations Financial Group
Iowa
$333K +$35.3K +807 +12%
PA
174
PFG Advisors
Arizona
$332K +$332K +7,586 New
Prudential Financial
175
Prudential Financial
New Jersey
$331K +$331K +7,566 New
5 6
7
8 9