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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
201
RDA Financial Network
Iowa
$311K +$43.8K +945 +16%
HDIM
202
Hanson & Doremus Investment Management
Vermont
$308K -$4.08K -88 -1%
ECM
203
Exchange Capital Management
Michigan
$300K
EWM
204
EPG Wealth Management
Georgia
$294K +$1.62K +35 +0.6%
LFG
205
Larson Financial Group
Missouri
$294K -$1.34K -29 -0.5%
QPWM
206
Quadrant Private Wealth Management
Pennsylvania
$294K +$295K +6,362 New
SPA
207
Sentinel Pension Advisors
Massachusetts
$292K +$7.78K +168 +3%
CA
208
Continuum Advisory
Idaho
$287K +$1.34K +29 +0.5%
CFG
209
Cooper Financial Group
California
$284K -$13.9K -301 -5%
VA
210
Valmark Advisers
Ohio
$278K -$18.5K -400 -6%
KeyBank National Association
211
KeyBank National Association
Ohio
$277K
CAL
212
Capital Analysts LLC
Pennsylvania
$263K +$370 +8 +0.1%
WA
213
WealthTrust Axiom
Pennsylvania
$254K
NL
214
NWAM LLC
Washington
$250K -$1.09M -23,520 -81%
JWM
215
JFG Wealth Management
Colorado
$250K -$128K -2,767 -34%
WPC
216
Wedmont Private Capital
Pennsylvania
$243K
AWM
217
Arista Wealth Management
Nevada
$241K
IC
218
Inscription Capital
Texas
$240K -$1.2K -26 -0.5%
LFA
219
LGT Financial Advisors
Texas
$231K +$232K +5,001 New
ES
220
Eagle Strategies
New York
$228K -$6.02K -130 -3%
AIA
221
Alera Investment Advisors
Illinois
$227K +$228K +4,915 New
TFCP
222
Twin Focus Capital Partners
Massachusetts
$226K +$5.6K +121 +3%
First Trust Advisors
223
First Trust Advisors
Illinois
$220K -$602 -13 -0.3%
THWM
224
Taylor Hoffman Wealth Management
Virginia
$215K
CA
225
Claro Advisors
Massachusetts
$214K +$215K +4,644 New

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.