TFI icon

SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

307 hedge funds and large institutions have $3.14B invested in 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
Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.84%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$533M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$140M
3
Barclays
3
Barclays
United Kingdom
$36.9M
4
Betterment LLC
4
Betterment LLC
New York
$271M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$181M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$4.51M
2
BCM
2
BlueCrest Capital Management
Jersey
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$441M
4
B
4
Bailard
California
$37.1M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
176
Bison Wealth
Georgia
$434K +$434K +9,393 New
BFA
177
Beaumont Financial Advisors
Massachusetts
$397K – – –
PWM
178
Peterson Wealth Management
Nevada
$379K +$9.09K +197 +2%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$364K -$7.31M -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 -$319K -6,920 -48%
USCWA
184
U.S. Capital Wealth Advisors
Texas
$345K +$345K +7,480 New
AWM
185
AE Wealth Management
Kansas
$342K +$31.3K +677 +10%
BRWA
186
B. Riley Wealth Advisors
Florida
$341K -$20.3K -440 -6%
CWM
187
Cornerstone Wealth Management
Missouri
$339K -$1.08M -23,301 -76%
AWE
188
Avidian Wealth Enterprises
Texas
$334K +$10.5K +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 -$86.7K -1,879 -21%
SAG
194
SageView Advisory Group
California
$320K +$831 +18 +0.3%
1IA
195
1620 Investment Advisors
Massachusetts
$318K -$90.3K -1,957 -22%
AC
196
ASB Consultores
Florida
$317K +$317K +6,866 New
NFG
197
Nations Financial Group
Iowa
$314K +$277 +6 +0.1%
AFG
198
Atomi Financial Group
New York
$313K +$28.9K +627 +10%
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$313K +$313K +6,777 New
PG
200
Proffitt & Goodson
Tennessee
$311K – – –
6 7
8
9 10