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State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Smithfield Trust
Pennsylvania
$433K
PWM
177
Peterson Wealth Management
Nevada
$428K +$644 +14 +0.1%
PA
178
Procyon Advisors
Connecticut
$426K -$214K -4,660 -32%
VA
179
Valmark Advisers
Ohio
$424K +$2.58K +56 +0.6%
WAL
180
W Advisors LLC
Tennessee
$421K -$2.65M -57,705 -86%
AA
181
Ancora Advisors
Ohio
$421K -$50.6K -1,100 -10%
LMKC
182
L.M. Kohn & Company
Ohio
$418K -$69K -1,500 -14%
DI
183
Diligent Investors
California
$412K +$138 +3 +0%
HS
184
Horan Securities
United States
$394K -$46.7K -1,016 -10%
CWM
185
Cornerstone Wealth Management
Missouri
$393K +$59.4K +1,292 +17%
XF
186
XML Financial
Maryland
$387K
GT
187
Glenview Trust
Kentucky
$379K
PAMG
188
Patton Albertson Miller Group
Tennessee
$371K -$329K -7,161 -46%
IWMA
189
Ironwood Wealth Management (Arizona)
Arizona
$361K
LSPW
190
Lake Street Private Wealth
Illinois
$352K
1IA
191
1620 Investment Advisors
Massachusetts
$350K -$3.45K -75 -0.9%
IWM
192
IHT Wealth Management
Illinois
$350K +$132K +2,877 +57%
SPA
193
Sentinel Pension Advisors
Massachusetts
$343K +$874 +19 +0.2%
CNBTD
194
Citizens National Bank Trust Department
Mississippi
$337K -$2.3K -50 -0.6%
WCA
195
Waypoint Capital Advisors
Minnesota
$335K
AWM
196
AE Wealth Management
Kansas
$323K -$178K -3,868 -34%
WA
197
Waddell & Associates
Tennessee
$316K
SG
198
StoneX Group
New York
$315K +$329K +7,151 New
CFG
199
Cooper Financial Group
California
$313K
FHA
200
First Horizon Advisors
Tennessee
$312K +$13.1K +285 +4%

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.