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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

297 hedge funds and large institutions have $3.12B invested in SPDR Nuveen ICE Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-22
Holders Change %
-6.9%
% of All Funds
4.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
29
Increased
94
Reduced
115
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$452M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
3
IWC
Integrated Wealth Concepts
Massachusetts
$39.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$175M
5
BCM
BlueCrest Capital Management
Jersey
$21.5M

Top Sellers

1
Jane Street
Jane Street
New York
$12.7M
2
Wealthfront Advisers
Wealthfront Advisers
California
$467M
3
SFA
Sequoia Financial Advisors
Ohio
$1.41M
4
PFO
Pathstone Family Office
New Jersey
$0
5
Bank of America
Bank of America
North Carolina
$476M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
176
JFG Wealth Management
Colorado
$383K +$383K +8,180 New
PWM
177
Peterson Wealth Management
Nevada
$375K -$50.1K -1,069 -12%
SSA
178
Schonfeld Strategic Advisors
New York
$370K +$370K +7,910 New
CFP
179
Cypress Financial Planning
New Jersey
$369K +$50.3K +1,076 +16%
BRWA
180
B. Riley Wealth Advisors
Florida
$367K – – –
CNBTD
181
Citizens National Bank Trust Department
Mississippi
$359K – – –
WCA
182
Waypoint Capital Advisors
Minnesota
$356K – – –
DI
183
Diligent Investors
California
$345K -$93.5K -1,997 -21%
LWANC
184
Laurel Wealth Advisors (North Carolina)
North Carolina
$337K +$9.36K +200 +3%
WTC
185
WhitTier Trust Company
Nevada
$336K -$607K -12,974 -64%
FHA
186
First Horizon Advisors
Tennessee
$332K -$24.5K -524 -7%
IWP
187
Icon Wealth Partners
Texas
$331K +$331K +7,075 New
AWE
188
Avidian Wealth Enterprises
Texas
$328K -$2.77M -59,111 -89%
SAG
189
SageView Advisory Group
California
$324K -$50.1K -1,069 -13%
NFG
190
Nations Financial Group
Iowa
$318K +$187 +4 +0.1%
HDIM
191
Hanson & Doremus Investment Management
Vermont
$317K -$1.55K -33 -0.5%
PG
192
Proffitt & Goodson
Tennessee
$316K +$316K +6,740 New
AWM
193
AE Wealth Management
Kansas
$315K -$38.7K -826 -11%
ECM
194
Exchange Capital Management
Michigan
$304K – – –
CFG
195
Cooper Financial Group
California
$302K -$19.7K -421 -6%
VA
196
Valmark Advisers
Ohio
$300K -$49.6K -1,059 -14%
LFG
197
Larson Financial Group
Missouri
$299K +$282K +6,018 +1,613%
EWM
198
EPG Wealth Management
Georgia
$297K +$1.17K +25 +0.4%
SPA
199
Sentinel Pension Advisors
Massachusetts
$290K +$28.1K +596 +11%
CA
200
Continuum Advisory
Idaho
$289K +$37.3K +796 +15%
6 7
8
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