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State Street SPDR Nuveen ICE Municipal Bond ETF

296 hedge funds and large institutions have $2.64B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

65% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 68

9% more funds holding

Funds holding: 271296 (+25)

2% more capital invested

Capital invested by funds: $2.58B → $2.64B (+$53.4M)

0.85% less ownership

Funds ownership: 78.7%77.85% (-0.85%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
296
Holders Change
+25
Holders Change %
+9.23%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
49
Increased
112
Reduced
68
Closed
20
Calls
Puts
$215K
Net Calls
-$215K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
201
Meritage Portfolio Management
Kansas
$240K
OC
202
Oarsman Capital
Wisconsin
$240K
TFCP
203
Twin Focus Capital Partners
Massachusetts
$240K +$6.25K +120 +3%
PS
204
Portfolio Solutions
Michigan
$240K +$238K +4,569 New
LCM
205
Leisure Capital Management
California
$236K
MAFM
206
Mid Atlantic Financial Management
Pennsylvania
$236K +$52 +1 +0%
LW
207
Linscomb Wealth
Texas
$234K
CAL
208
Capital Advisors Ltd
Ohio
$232K
SP
209
Successful Portfolios
Florida
$232K
PWP
210
Principle Wealth Partners
Connecticut
$232K +$230K +4,418 New
ICMP
211
Integrated Capital Management (Pennsylvania)
Pennsylvania
$232K +$230K +4,425 New
William Blair & Company
212
William Blair & Company
Illinois
$230K
SS
213
Simplicity Solutions
Minnesota
$229K +$227K +4,365 New
JWM
214
JFG Wealth Management
Colorado
$227K +$34.7K +667 +18%
IWC
215
Integrated Wealth Concepts
Massachusetts
$223K +$221K +4,248 New
AWA
216
Alaska Wealth Advisors
Alaska
$218K -$677 -13 -0.3%
PCMK
217
Paragon Capital Management (Kansas)
Kansas
$215K -$22.2K -427 -9%
TIA
218
Traphagen Investment Advisors
New Jersey
$213K
PA
219
Pinnacle Associates
New York
$211K
WP
220
WealthSource Partners
California
$204K +$202K +3,881 New
PCG
221
Private Capital Group
Connecticut
$197K +$625 +12 +0.3%
PFA
222
Professional Financial Advisors
Nebraska
$175K +$729 +14 +0.4%
CFN
223
Cordasco Financial Network
Florida
$171K
AA
224
Addison Advisors
Vermont
$171K +$169K +3,250 New
CAL
225
Capital Analysts LLC
Pennsylvania
$170K +$4.37K +84 +3%

TFI Hedge Fund Activity: Q4 2020 in Review

296 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2020, worth a combined $2.64B — up 2.1% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TFI positions and 20 closed out — a net gain of 29 holders — while 112 added to existing stakes and 68 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $25M. The largest seller was UBS Group, cutting an estimated $31M.

  • 296 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2020, up from 271 in Q3 2020.
  • Funds reported $2.64B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2020 and 20 closed out, a net change of +29 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2020 was Jane Street, an estimated $25M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2020 was UBS Group, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2020.