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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
176
Blume Capital Management
California
$75K – – –
PFA
177
Pathway Financial Advisors
Vermont
$61K +$61.4K +1,254 New
RWA
178
Ropes Wealth Advisors
Massachusetts
$53K +$1.22K +25 +2%
CCM
179
Covington Capital Management
California
$52K – – –
LYV
180
Live Your Vision
Pennsylvania
$49K +$49.9K +1,020 New
ClearBridge Investments
181
ClearBridge Investments
New York
$38K – – –
GWM
182
Geneos Wealth Management
Colorado
$36K – – –
SWP
183
Stratos Wealth Partners
Ohio
$35K +$35.2K +720 New
PG
184
Patten Group
Tennessee
$32K – – –
CB
185
Community Bank
New York
$31K – – –
BAM
186
Barrett Asset Management
New York
$25K – – –
PA
187
Parallel Advisors
California
$25K +$21.5K +439 +593%
RFC
188
Regions Financial Corp
Alabama
$24K +$23.8K +486 New
TFA
189
Transamerica Financial Advisors
Florida
$20K -$294 -6 -1%
AC
190
Avestar Capital
New York
$20K +$20K +409 New
BWM
191
Baystate Wealth Management
Massachusetts
$19K – – –
BlackRock
192
BlackRock
New York
$19K +$4.3K +88 +30%
GRP
193
Global Retirement Partners
California
$18K – – –
LWA
194
Lenox Wealth Advisors
New York
$16K -$7.68K -157 -32%
AIM
195
Advantage Investment Management
Iowa
$16K – – –
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$16K +$14.1K +289 +781%
FANJ
197
Financial Architects (New Jersey)
New Jersey
$15K – – –
IWM
198
IHT Wealth Management
Illinois
$15K – – –
HDIM
199
Hanson & Doremus Investment Management
Vermont
$12K -$17.1K -350 -59%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$12K – – –
5 6 7
8
9

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.