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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

264 hedge funds and large institutions have $2.71B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

10% more funds holding

Funds holding: 241 → 264 (+23)

0.6% more ownership

Funds ownership: 91.26% → 91.86% (+0.6%)

0% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$11.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$10.6M
2
Jane Street
Jane Street
New York
+$8.65M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$6.48M
4
CIM
Confluence Investment Management
Missouri
+$4.53M
5
CRC
Curi RMB Capital
Illinois
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
2
Betterment LLC
Betterment LLC
New York
-$13.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.93M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
201
Orion Portfolio Solutions
Nebraska
$135K +$135K +2,674 New
VCM
202
Vigilant Capital Management
Maine
$117K +$87.5K +1,728 +293%
BAM
203
Belpointe Asset Management
Nevada
$108K -$24.6K -486 -19%
BA
204
Ballast Advisors
Minnesota
$106K +$106K +2,089 New
SFS
205
Sowell Financial Services
Arkansas
$98K -$97.8K -1,933 -50%
FCMT
206
Founders Capital Management (Texas)
Texas
$88K – – –
AF
207
Advisornet Financial
Minnesota
$82K – – –
WT
208
Whittier Trust
California
$82K – – –
BFEC
209
Benjamin F. Edwards & Company
Missouri
$78K – – –
BCM
210
Blume Capital Management
California
$77K – – –
APA
211
American Portfolios Advisors
New York
$70.6K +$506 +10 +0.7%
GSC
212
G&S Capital
Colorado
$63K – – –
NG
213
NWK Group
California
$55K +$55.2K +1,090 New
OIA
214
Optimum Investment Advisors
Illinois
$51K – – –
WCG
215
Weaver Consulting Group
California
$51K – – –
WB
216
West Bancorporation
Iowa
$51K +$50.7K +1,002 New
TFA
217
Transamerica Financial Advisors
Florida
$48K -$3.59K -71 -7%
LWA
218
Lenox Wealth Advisors
New York
$47K +$26.6K +526 +131%
CA
219
CXI Advisors
Indiana
$40K +$40.1K +792 New
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K – – –
GWM
221
Geneos Wealth Management
Colorado
$37K – – –
BW
222
Bison Wealth
Georgia
$37K +$37.2K +734 New
SQA
223
Simon Quick Advisors
New Jersey
$35K +$2.23K +44 +7%
CB
224
Community Bank
New York
$32K – – –
WWM
225
Willingdon Wealth Management
North Carolina
$28K +$27.7K +547 New
7 8
9
10 11

TFI Hedge Fund Activity: Q4 2019 in Review

264 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2019, worth a combined $2.71B — up 0.42% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 16 closed out — a net gain of 28 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.1M.

  • 264 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $2.71B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.