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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

215 hedge funds and large institutions have $2.45B invested in SPDR Nuveen ICE Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
22
Increased
79
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$342M
2
CSIA
Charles Schwab Investment Advisory
California
+$150M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.9M
4
SWP
Stratos Wealth Partners
Ohio
+$10.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.31M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$55.3M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$13.7M
3
Morgan Stanley
Morgan Stanley
New York
-$8.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.02M
5
Betterment LLC
Betterment LLC
New York
-$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
176
TCI Wealth Advisors
Arizona
$83K -$102K -2,142 -55%
WT
177
Whittier Trust
California
$77K -$900K -18,991 -92%
BCM
178
Blume Capital Management
California
$73K – – –
GRP
179
Global Retirement Partners
California
$70K +$16K +338 +30%
RWA
180
Ropes Wealth Advisors
Massachusetts
$62K – – –
OIA
181
Optimum Investment Advisors
Illinois
$47K – – –
LYV
182
Live Your Vision
Pennsylvania
$45K -$1.47K -31 -3%
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 – – –
SEI Investments
187
SEI Investments
Pennsylvania
$28K -$929K -19,019 -97%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$26K +$96 +2 +0.4%
CCM
189
Covington Capital Management
California
$24K -$2.54K -53 -10%
BAM
190
Barrett Asset Management
New York
$24K – – –
LWA
191
Lenox Wealth Advisors
New York
$23K -$3.99K -83 -15%
VFA
192
Valeo Financial Advisors
Indiana
$21K +$21K +456 New
RWA
193
River Wealth Advisors
Pennsylvania
$19K – – –
MFW
194
Mosaic Family Wealth
Missouri
$15K -$767 -16 -5%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$15K +$3.43K +74 +30%
APA
196
American Portfolios Advisors
New York
$14.9K +$14.9K +313 New
FANJ
197
Financial Architects (New Jersey)
New Jersey
$14K – – –
TFA
198
Transamerica Financial Advisors
Florida
$11K +$50 +1 +0.5%
MWPCG
199
Measured Wealth Private Client Group
New Hampshire
$10K +$10K +225 New
BlackRock
200
BlackRock
New York
$9K -$1.74K -37 -16%
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