We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more funds holding

Funds holding: 313 → 319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2% → 85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$338M
2
Bank of America
Bank of America
North Carolina
+$155M
3
Jane Street
Jane Street
New York
+$79.2M
4
B
Bailard
California
+$78.7M
5
PFO
Pathstone Family Office
New Jersey
+$66.2M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$249M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$145M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$118M
4
MAM
Meeder Asset Management
Ohio
-$39.5M
5
JWM
JFG Wealth Management
Colorado
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$347K +$23.8K +529 +7%
WCA
202
Waypoint Capital Advisors
Minnesota
$347K – – –
AWM
203
AE Wealth Management
Kansas
$345K +$9.16K +204 +3%
VA
204
Valmark Advisers
Ohio
$341K -$97.3K -2,167 -22%
NFG
205
Northeast Financial Group
Pennsylvania
$330K +$325K +7,231 New
IWA
206
Icon Wealth Advisors
Texas
$323K – – –
LWANC
207
Laurel Wealth Advisors (North Carolina)
North Carolina
$319K +$58.6K +1,305 +23%
CFG
208
Cooper Financial Group
California
$314K -$11.1K -248 -3%
CFP
209
Cypress Financial Planning
New Jersey
$312K +$5.57K +124 +2%
HDIM
210
Hanson & Doremus Investment Management
Vermont
$310K +$102K +2,268 +50%
NFG
211
Nations Financial Group
Iowa
$310K +$359 +8 +0.1%
AWM
212
Arista Wealth Management
Nevada
$309K +$304K +6,766 New
Millennium Management
213
Millennium Management
New York
$298K +$294K +6,536 New
ECM
214
Exchange Capital Management
Michigan
$297K – – –
WFAG
215
Worth Financial Advisory Group
North Carolina
$294K +$290K +6,448 New
EWM
216
EPG Wealth Management
Georgia
$288K +$1.93K +43 +0.7%
RJT
217
Raymond James Trust
Florida
$285K +$26.9K +598 +11%
KeyBank National Association
218
KeyBank National Association
Ohio
$274K – – –
CAL
219
Capital Analysts LLC
Pennsylvania
$271K +$159K +3,551 +149%
RFC
220
Regions Financial Corp
Alabama
$271K +$266K +5,930 New
AWM
221
Apollon Wealth Management
South Carolina
$265K -$20.3K -453 -7%
RFN
222
RDA Financial Network
Iowa
$264K +$260K +5,787 New
RIA
223
Realta Investment Advisors
Delaware
$261K +$45 +1 +0%
JWCA
224
J.W. Cole Advisors
Florida
$255K +$251K +5,594 New
SPA
225
Sentinel Pension Advisors
Massachusetts
$254K -$100K -2,229 -29%
7 8
9
10 11

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.