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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

264 hedge funds and large institutions have $2.71B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

10% more funds holding

Funds holding: 241 → 264 (+23)

0.6% more ownership

Funds ownership: 91.26% → 91.86% (+0.6%)

0% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$11.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$10.6M
2
Jane Street
Jane Street
New York
+$8.65M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$6.48M
4
CIM
Confluence Investment Management
Missouri
+$4.53M
5
CRC
Curi RMB Capital
Illinois
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
2
Betterment LLC
Betterment LLC
New York
-$13.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.93M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
176
Private Capital Group
Connecticut
$237K +$861 +17 +0.4%
CAN
177
Cetera Advisor Networks
California
$231K -$152 -3 -0.1%
OC
178
Oarsman Capital
Wisconsin
$231K – – –
TIA
179
Traphagen Investment Advisors
New Jersey
$229K +$230K +4,536 New
LCM
180
Leisure Capital Management
California
$228K – – –
NFG
181
Next Financial Group
Texas
$227K – – –
SP
182
Successful Portfolios
Florida
$224K -$9.77K -193 -4%
CAL
183
Capital Advisors Ltd
Ohio
$224K – – –
SCA
184
STALEY CAPITAL ADVISERS
Pennsylvania
$223K – – –
FHA
185
First Horizon Advisors
Tennessee
$221K +$405 +8 +0.2%
BHWA
186
Beacon Harbor Wealth Advisors
Virginia
$211K – – –
SPA
187
Sentinel Pension Advisors
Massachusetts
$205K +$206K +4,060 New
PA
188
Pinnacle Associates
New York
$204K – – –
SEIA
189
Signature Estate & Investment Advisors
California
$202K +$202K +3,993 New
VAS
190
Valicenti Advisory Services
New York
$201K -$6.88K -136 -3%
WCM
191
Wealthcare Capital Management
Virginia
$196K -$110K -2,178 -36%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$171K – – –
LWM
193
Liberty Wealth Management
California
$166K – – –
CFN
194
Cordasco Financial Network
Florida
$164K – – –
TL
195
TrueWealth LLC
Georgia
$157K – – –
PCIA
196
Prime Capital Investment Advisors
Kansas
$149K -$384K -7,586 -72%
VCM
197
Versant Capital Management
Arizona
$147K +$304 +6 +0.2%
NSB
198
Norway Savings Bank
Maine
$146K – – –
ASN
199
Advisory Services Network
Georgia
$146K +$89.4K +1,767 +157%
RIA
200
Realta Investment Advisors
Delaware
$138K +$4.86K +96 +4%
6 7
8
9 10

TFI Hedge Fund Activity: Q4 2019 in Review

264 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2019, worth a combined $2.71B — up 0.42% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 16 closed out — a net gain of 28 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.1M.

  • 264 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $2.71B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.