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State Street SPDR Nuveen ICE Municipal Bond ETF

338 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 98 increasing their positions, 131 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

1% less funds holding

Funds holding: 341338 (-3)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

9.48% less ownership

Funds ownership: 92.85%83.37% (-9.5%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 131

31% less capital invested

Capital invested by funds: $4.2B → $2.89B (-$1.32B)

Holders
338
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
5.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
54
Increased
98
Reduced
131
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$495K -$154K -3,326 -24%
AA
177
Ancora Advisors
Ohio
$489K -$4.76K -103 -1%
GI
178
Gradient Investments
Minnesota
$484K -$283K -6,120 -37%
LFAS
179
Level Four Advisory Services
Texas
$467K
HS
180
Horan Securities
United States
$463K -$65.6K -1,420 -12%
WWM
181
Western Wealth Management
Colorado
$456K -$131K -2,843 -22%
ST
182
Smithfield Trust
Pennsylvania
$451K
PWM
183
Peterson Wealth Management
Nevada
$446K -$235K -5,089 -34%
KAS
184
Kestra Advisory Services
Texas
$445K -$21.4K -464 -5%
VA
185
Valmark Advisers
Ohio
$440K -$30.6K -662 -6%
MWM
186
Modera Wealth Management
New Jersey
$436K -$738K -15,983 -63%
DI
187
Diligent Investors
California
$430K +$185 +4 +0%
LBC
188
Lowe Brockenbrough & Co
Virginia
$413K -$323K -7,000 -44%
CFP
189
Cypress Financial Planning
New Jersey
$410K +$413K +8,947 New
XF
190
XML Financial
Maryland
$404K +$407K +8,805 New
SFG
191
StrategIQ Financial Group
Indiana
$399K -$179K -3,877 -31%
GT
192
Glenview Trust
Kentucky
$395K
DA
193
Detalus Advisors
Missouri
$392K -$36K -780 -8%
AAS
194
Avantax Advisory Services
Texas
$388K +$390K +8,452 New
FFN
195
Focus Financial Network
Minnesota
$386K -$88.6K -1,919 -19%
PTC
196
Private Trust Company
Ohio
$383K +$385K +8,344 New
TCA
197
Transcend Capital Advisors
New Jersey
$370K +$30.3K +657 +9%
1IA
198
1620 Investment Advisors
Massachusetts
$368K +$17.9K +387 +5%
LSPW
199
Lake Street Private Wealth
Illinois
$367K -$55.4K -1,200 -13%
FCA
200
FinTrust Capital Advisors
South Carolina
$364K +$359K +7,783 New

TFI Hedge Fund Activity: Q2 2022 in Review

338 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2022, worth a combined $2.89B — down 31% from $4.2B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of TFI and 54 opened new positions — a net loss of 1 holder — while 131 trimmed existing stakes and 98 added.

The largest buyer was Betterment LLC, adding an estimated $42.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $621M.

  • 338 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2022, down from 341 in Q1 2022.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2022, down 31% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2022 and 55 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2022 was Betterment LLC, an estimated $42.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $621M sold.

Based on aggregated 13F filings for Q2 2022.