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State Street SPDR Nuveen ICE Municipal Bond ETF

241 hedge funds and large institutions have $2.58B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$198M)

5.57% more ownership

Funds ownership: 84.47%90.04% (+5.6%)

0% less funds holding

Funds holding: 242241 (-1)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
25
Increased
57
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
201
Weaver Consulting Group
California
$50K +$48.5K +1,000 New
OIA
202
Optimum Investment Advisors
Illinois
$49K
SWM
203
SeaCrest Wealth Management
New York
$46K
EWM
204
Executive Wealth Management
Michigan
$44K -$243 -5 -0.6%
GSC
205
G&S Capital
Colorado
$41K -$32.1K -661 -44%
LWANC
206
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K
CIM
207
Cambria Investment Management
California
$37K +$36.8K +759 New
GWM
208
Geneos Wealth Management
Colorado
$36K
RIA
209
Realta Investment Advisors
Delaware
$32K +$30.9K +637 New
CWA
210
Clarus Wealth Advisors
Arizona
$31K
CB
211
Community Bank
New York
$31K
SQA
212
Simon Quick Advisors
New Jersey
$31K +$30.6K +630 New
BAM
213
Barrett Asset Management
New York
$25K
CCM
214
Covington Capital Management
California
$25K
LYV
215
Live Your Vision
Pennsylvania
$25K
LWA
216
Lenox Wealth Advisors
New York
$21K
SEI Investments
217
SEI Investments
Pennsylvania
$18K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$16K
MFW
219
Mosaic Family Wealth
Missouri
$15K
CAL
220
Capital Analysts LLC
Pennsylvania
$14K -$584K -12,024 -98%
BlackRock
221
BlackRock
New York
$12K -$1.46K -30 -11%
TCM
222
TD Capital Management
Tennessee
$11K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.77K
DAM
224
Delta Asset Management
Tennessee
$8K
OSNBOA
225
Old Second National Bank of Aurora
Illinois
$8K +$8.25K +170 New

TFI Hedge Fund Activity: Q1 2019 in Review

241 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2019, worth a combined $2.58B — up 8.3% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFI positions and 21 closed out — a net gain of 4 holders — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $204M. The largest seller was Bank of America, cutting an estimated $49M.

  • 241 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2019, down from 242 in Q4 2018.
  • Funds reported $2.58B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2019 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $204M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2019 was Bank of America, an estimated $49M sold.

Based on aggregated 13F filings for Q1 2019.