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State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
201
Icon Wealth Advisors
Texas
$311K +$325K +7,075 New
PTC
202
Private Trust Company
Ohio
$308K -$61.7K -1,341 -16%
NFG
203
Nations Financial Group
Iowa
$298K -$267K -5,806 -46%
William Blair & Company
204
William Blair & Company
Illinois
$295K -$521K -11,342 -63%
CFP
205
Cypress Financial Planning
New Jersey
$294K -$104K -2,253 -25%
BRWA
206
B. Riley Wealth Advisors
Florida
$290K +$302K +6,574 New
Charles Schwab
207
Charles Schwab
California
$287K +$300K +6,528 New
ECM
208
Exchange Capital Management
Michigan
$286K -$62.5K -1,360 -17%
AIM
209
Acropolis Investment Management
Missouri
$283K +$296K +6,444 New
BAM
210
Belpointe Asset Management
Nevada
$278K +$290K +6,314 New
AWM
211
Apollon Wealth Management
South Carolina
$276K -$72.1K -1,568 -20%
EWM
212
EPG Wealth Management
Georgia
$276K +$1.33K +29 +0.5%
IPW
213
Intergy Private Wealth
Colorado
$269K -$17.6K -383 -6%
LBC
214
Lowe Brockenbrough & Co
Virginia
$264K -$138K -3,000 -33%
KeyBank National Association
215
KeyBank National Association
Ohio
$264K
FFN
216
Focus Financial Network
Minnesota
$260K -$115K -2,508 -30%
SF
217
Summit Financial
New Jersey
$253K +$264K +5,741 New
RIA
218
Realta Investment Advisors
Delaware
$252K -$11K -240 -4%
First Trust Advisors
219
First Trust Advisors
Illinois
$252K -$5.98K -130 -2%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$251K -$102K -2,225 -28%
CFGS
221
Concourse Financial Group Securities
Alabama
$250K +$148K +3,209 +129%
CW
222
CreativeOne Wealth
Kansas
$250K +$262K +5,688 New
RJT
223
Raymond James Trust
Florida
$249K
AWS
224
Atria Wealth Solutions
New York
$246K +$257K +5,583 New
RIA
225
Regal Investment Advisors
Michigan
$245K +$256K +5,559 New

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.