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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
176
Bison Wealth
Georgia
$434K +$435K +9,393 New
BFA
177
Beaumont Financial Advisors
Massachusetts
$397K
PWM
178
Peterson Wealth Management
Nevada
$379K +$9.12K +197 +2%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$364K -$7.33M -158,350 -95%
DI
180
Diligent Investors
California
$356K +$15K +324 +4%
CNBTD
181
Citizens National Bank Trust Department
Mississippi
$354K
WCA
182
Waypoint Capital Advisors
Minnesota
$351K
DWT
183
Dorsey & Whitney Trust
South Dakota
$351K -$320K -6,920 -48%
USCWA
184
U.S. Capital Wealth Advisors
Texas
$345K +$346K +7,480 New
AWM
185
AE Wealth Management
Kansas
$342K +$31.3K +677 +10%
BRWA
186
B. Riley Wealth Advisors
Florida
$341K -$20.4K -440 -6%
CWM
187
Cornerstone Wealth Management
Missouri
$339K -$1.08M -23,301 -76%
AWE
188
Avidian Wealth Enterprises
Texas
$334K +$10.6K +228 +3%
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$332K
WTC
190
WhitTier Trust Company
Nevada
$332K
FHA
191
First Horizon Advisors
Tennessee
$327K
IWP
192
Icon Wealth Partners
Texas
$327K
DAS
193
Dynamic Advisor Solutions
Arizona
$324K -$87K -1,879 -21%
SAG
194
SageView Advisory Group
California
$320K +$834 +18 +0.3%
1IA
195
1620 Investment Advisors
Massachusetts
$318K -$90.6K -1,957 -22%
AC
196
ASB Consultores
Florida
$317K +$318K +6,866 New
NFG
197
Nations Financial Group
Iowa
$314K +$278 +6 +0.1%
AFG
198
Atomi Financial Group
New York
$313K +$29K +627 +10%
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$313K +$314K +6,777 New
PG
200
Proffitt & Goodson
Tennessee
$311K

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.