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State Street SPDR Nuveen ICE Municipal Bond ETF

214 hedge funds and large institutions have $2.02B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.95B → $2.02B (+$67.5M)

1% less funds holding

Funds holding: 216214 (-2)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

1.66% less ownership

Funds ownership: 76.05%74.39% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
28
Increased
65
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
Burt Wealth Advisors
Maryland
$64K +$63.9K +1,336 New
TCOV
177
Trust Company of Vermont
Vermont
$62K -$57.4K -1,200 -48%
RWA
178
Ropes Wealth Advisors
Massachusetts
$62K
GRP
179
Global Retirement Partners
California
$55K +$6.36K +133 +13%
OIA
180
Optimum Investment Advisors
Illinois
$48K
LYV
181
Live Your Vision
Pennsylvania
$47K -$1.96K -41 -4%
BCA
182
Bay Colony Advisors
Massachusetts
$38K +$38.1K +797 New
GWM
183
Geneos Wealth Management
Colorado
$35K
PG
184
Patten Group
Tennessee
$31K
CB
185
Community Bank
New York
$30K
CWA
186
Clarus Wealth Advisors
Arizona
$30K +$29.9K +625 New
LWA
187
Lenox Wealth Advisors
New York
$27K -$40.9K -854 -60%
CCM
188
Covington Capital Management
California
$27K
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$26K +$10.2K +213 +65%
BAM
190
Barrett Asset Management
New York
$24K
RFC
191
Regions Financial Corp
Alabama
$23K
RWA
192
River Wealth Advisors
Pennsylvania
$19K +$19.4K +406 New
MFW
193
Mosaic Family Wealth
Missouri
$16K
FANJ
194
Financial Architects (New Jersey)
New Jersey
$14K
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$12K
BlackRock
196
BlackRock
New York
$11K -$3.4K -71 -24%
TFA
197
Transamerica Financial Advisors
Florida
$11K -$1.1K -23 -10%
LFG
198
LifePlan Financial Group
Ohio
$10K -$383 -8 -4%
ASN
199
Advisory Services Network
Georgia
$10K
DAM
200
Delta Asset Management
Tennessee
$7K

TFI Hedge Fund Activity: Q2 2018 in Review

214 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2018, worth a combined $2.02B — up 3.5% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFI positions and 27 closed out — a net gain of 1 holder — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.5M. The largest seller was Prelude Capital Management, cutting an estimated $5.94M.

  • 214 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2018, down from 216 in Q1 2018.
  • Funds reported $2.02B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2018, up 3.5% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2018 and 27 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $22.5M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2018 was Prelude Capital Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2018.