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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

242 hedge funds and large institutions have $2.38B invested in SPDR Nuveen ICE Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 61 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+27
Holders Change %
+12.56%
% of All Funds
5.4%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
56
Increased
61
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$83.3M
2
CSIA
Charles Schwab Investment Advisory
California
+$44.5M
3
State Street
State Street
Massachusetts
+$27.6M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$19.8M
5
PWG
Private Wealth Group
Florida
+$18.7M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$61.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$22.2M
4
BC
Brinker Capital
Pennsylvania
-$21.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
201
WealthOne
New York
$43K +$43K +887 New
ASN
202
Advisory Services Network
Georgia
$42K +$32.3K +667 +335%
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$37K -$74.1K -1,530 -67%
LWANC
204
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K +$36K +750 New
GWM
205
Geneos Wealth Management
Colorado
$35K – – –
PG
206
Patten Group
Tennessee
$34K +$2.87K +60 +9%
APA
207
American Portfolios Advisors
New York
$34K +$18.9K +394 +126%
FHA
208
First Horizon Advisors
Tennessee
$30K -$104K -2,186 -78%
CB
209
Community Bank
New York
$30K – – –
CWA
210
Clarus Wealth Advisors
Arizona
$30K – – –
WTB
211
Washington Trust Bank
Washington
$30K +$30K +616 New
WANY
212
Wealthspire Advisors (New York)
New York
$28K +$28K +574 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
LYV
214
Live Your Vision
Pennsylvania
$25K -$21K -433 -46%
CCM
215
Covington Capital Management
California
$24K – – –
BAM
216
Barrett Asset Management
New York
$24K – – –
LWA
217
Lenox Wealth Advisors
New York
$20K -$2.71K -57 -12%
RWA
218
River Wealth Advisors
Pennsylvania
$20K – – –
AIC
219
Ameritas Investment Company
Nebraska
$20K +$20K +407 New
SEI Investments
220
SEI Investments
Pennsylvania
$17K -$10.1K -213 -37%
TWA
221
TCI Wealth Advisors
Arizona
$16K -$70.2K -1,425 -81%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$16K – – –
MFW
223
Mosaic Family Wealth
Missouri
$15K – – –
BlackRock
224
BlackRock
New York
$13K +$4.13K +89 +47%
PA
225
Parallel Advisors
California
$13K +$5.99K +128 +85%
7 8
9
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