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State Street SPDR Nuveen ICE Municipal Bond ETF

214 hedge funds and large institutions have $2.02B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.95B → $2.02B (+$67.5M)

1% less funds holding

Funds holding: 216214 (-2)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

1.66% less ownership

Funds ownership: 76.05%74.39% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
28
Increased
65
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
201
James Investment Research
Ohio
$4K
PA
202
Parallel Advisors
California
$3K
WB
203
Webster Bank
Connecticut
$3K
SPIA
204
Steward Partners Investment Advisory
New York
$3K +$335 +7 +12%
FHA
205
Flagship Harbor Advisors
Massachusetts
$3K +$3.4K +71 New
JCM
206
Jacobi Capital Management
Pennsylvania
$2K -$4.21K -88 -70%
CIM
207
Contravisory Investment Management
Massachusetts
$2K
CAL
208
Capital Analysts LLC
Pennsylvania
$2K +$2.39K +50 New
GEA
209
Glen Eagle Advisors
New Jersey
$1.87K
FFW
210
Fusion Family Wealth
New York
$1K
BCMIO
211
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1.29K +27 New
NA
212
NewEdge Advisors
Louisiana
$827 -$813 -17 -0.3%
PMG
213
ProVise Management Group
Florida
$286 +$285K +5,952 New
I
214
INVST
Indiana
-$2.45M -51,163 Closed
EC
215
Estate Counselors
Wisconsin
-$1.92M -40,000 Closed
FTUS
216
Flow Traders U.S.
New York
-$1.49M -31,100 Closed
Bank of New York Mellon
217
Bank of New York Mellon
New York
-$1.47M -30,605 Closed
FIM
218
Freedom Investment Management
Connecticut
-$1.2M -24,912 Closed
SCP
219
Syntal Capital Partners
Texas
-$848K -17,666 Closed
FPGK
220
Financial Partners Group (Kansas)
Kansas
-$564K -11,761 Closed
Baird Financial Group
221
Baird Financial Group
Wisconsin
-$329K -6,854 Closed
RWM
222
RKL Wealth Management
Pennsylvania
-$307K -6,379 Closed
MWM
223
Merriman Wealth Management
Washington
-$301K -6,273 Closed
HGWM
224
Harvest Group Wealth Management
Massachusetts
-$272K -5,670 Closed
RIA
225
Regal Investment Advisors
Michigan
-$221K -4,600 Closed

TFI Hedge Fund Activity: Q2 2018 in Review

214 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2018, worth a combined $2.02B — up 3.5% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFI positions and 27 closed out — a net gain of 1 holder — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.5M. The largest seller was Prelude Capital Management, cutting an estimated $5.94M.

  • 214 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2018, down from 216 in Q1 2018.
  • Funds reported $2.02B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2018, up 3.5% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2018 and 27 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $22.5M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2018 was Prelude Capital Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2018.