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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

241 hedge funds and large institutions have $2.7B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

3% more funds holding

Funds holding: 235 → 241 (+6)

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

2% more capital invested

Capital invested by funds: $2.65B → $2.7B (+$48.1M)

0.93% more ownership

Funds ownership: 90.34% → 91.26% (+0.93%)

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
28
Increased
78
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$30.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.2M
3
Bank of America
Bank of America
North Carolina
+$17.4M
4
CFB
Cullen/Frost Bankers
Texas
+$7.69M
5
UBS Group
UBS Group
Switzerland
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$18.5M
2
Jane Street
Jane Street
New York
-$14.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.8M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$5.3M
5
B
Bailard
California
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
201
Whittier Trust
California
$82K – – –
BFEC
202
Benjamin F. Edwards & Company
Missouri
$79K – – –
BCM
203
Blume Capital Management
California
$77K – – –
APA
204
American Portfolios Advisors
New York
$70.2K +$355 +7 +0.5%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$69K +$1.78K +35 +3%
GSC
206
G&S Capital
Colorado
$63K +$21.2K +418 +50%
ASN
207
Advisory Services Network
Georgia
$56K – – –
TFA
208
Transamerica Financial Advisors
Florida
$52K -$1.39M -27,469 -96%
OIA
209
Optimum Investment Advisors
Illinois
$51K – – –
WCG
210
Weaver Consulting Group
California
$51K – – –
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K – – –
GWM
212
Geneos Wealth Management
Colorado
$37K – – –
SQA
213
Simon Quick Advisors
New Jersey
$33K +$152 +3 +0.5%
CAL
214
Capital Analysts LLC
Pennsylvania
$33K +$6.55K +129 +24%
CB
215
Community Bank
New York
$32K – – –
VCM
216
Vigilant Capital Management
Maine
$30K – – –
BAM
217
Barrett Asset Management
New York
$25K – – –
CCM
218
Covington Capital Management
California
$25K – – –
CAM
219
Caprin Asset Management
Virginia
$23K – – –
PA
220
Parallel Advisors
California
$21K -$2.64K -52 -11%
AIC
221
Ameritas Investment Company
Nebraska
$21K +$20.7K +407 New
LWA
222
Lenox Wealth Advisors
New York
$20K – – –
ClearBridge Investments
223
ClearBridge Investments
New York
$19K – – –
S
224
SignatureFD
Georgia
$19K +$19.2K +379 New
HNB
225
Huntington National Bank
Ohio
$17K – – –
7 8
9
10 11

TFI Hedge Fund Activity: Q3 2019 in Review

241 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2019, worth a combined $2.7B — up 1.8% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFI positions and 20 closed out — a net gain of 8 holders — while 78 added to existing stakes and 75 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $30.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $18.5M sold.

  • 241 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2019, up from 235 in Q2 2019.
  • Funds reported $2.7B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2019 and 20 closed out, a net change of +8 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2019 was Financial Engines Advisors, an estimated $30.2M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2019 was Flow Traders U.S., an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2019.