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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 313319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2%85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Capital Investment Advisors
Georgia
$444K +$437K +9,738 New
MFG
177
Merit Financial Group
Georgia
$438K +$431K +9,606 New
G
178
GenTrust
Florida
$435K +$428K +9,536 New
FC
179
Financial Council
Maryland
$434K -$1.13M -25,263 -73%
LMKC
180
L.M. Kohn & Company
Ohio
$433K
DI
181
Diligent Investors
California
$428K +$225 +5 +0.1%
KAS
182
Kestra Advisory Services
Texas
$427K -$3M -66,709 -88%
FHA
183
Flagship Harbor Advisors
Massachusetts
$424K -$258K -5,753 -38%
WAL
184
W Advisors LLC
Tennessee
$416K -$19.8K -441 -5%
PWM
185
Peterson Wealth Management
Nevada
$414K -$29.7K -662 -7%
1IA
186
1620 Investment Advisors
Massachusetts
$413K +$49.4K +1,100 +14%
BFA
187
Beaumont Financial Advisors
Massachusetts
$407K -$12.9M -287,347 -97%
CFGS
188
Concourse Financial Group Securities
Alabama
$406K +$144K +3,215 +56%
XF
189
XML Financial
Maryland
$402K
AWM
190
Axxcess Wealth Management
California
$390K -$900K -20,046 -70%
OPWM
191
Oakwell Private Wealth Management
Texas
$386K -$276K -6,137 -42%
JWS
192
Juncture Wealth Strategies
Arizona
$384K +$378K +8,427 New
GFPC
193
Global Financial Private Client
Florida
$383K +$245K +5,466 +187%
HW
194
Hancock Whitney
Mississippi
$371K +$365K +8,127 New
MA
195
Mutual Advisors
Nebraska
$370K +$155K +3,451 +74%
SAG
196
SageView Advisory Group
California
$365K +$359K +7,994 New
AWS
197
Atria Wealth Solutions
New York
$361K +$104K +2,326 +42%
BRWA
198
B. Riley Wealth Advisors
Florida
$357K +$56.4K +1,256 +19%
CNBTD
199
Citizens National Bank Trust Department
Mississippi
$350K
FWA
200
Freedom Wealth Alliance
Wisconsin
$348K +$343K +7,637 New

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.