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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

307 hedge funds and large institutions have $3.14B invested in 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
Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.84%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$533M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$140M
3
Barclays
Barclays
United Kingdom
$36.9M
4
Betterment LLC
Betterment LLC
New York
$271M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$181M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
$4.51M
2
BCM
BlueCrest Capital Management
Jersey
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$441M
4
B
Bailard
California
$37.1M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
201
RDA Financial Network
Iowa
$311K +$43.6K +945 +16%
HDIM
202
Hanson & Doremus Investment Management
Vermont
$308K -$4.06K -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 +$294K +6,362 New
SPA
207
Sentinel Pension Advisors
Massachusetts
$292K +$7.76K +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 +$369 +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 +$231K +5,001 New
ES
220
Eagle Strategies
New York
$228K -$6K -130 -3%
AIA
221
Alera Investment Advisors
Illinois
$227K +$227K +4,915 New
TFCP
222
Twin Focus Capital Partners
Massachusetts
$226K +$5.59K +121 +3%
First Trust Advisors
223
First Trust Advisors
Illinois
$220K -$600 -13 -0.3%
THWM
224
Taylor Hoffman Wealth Management
Virginia
$215K – – –
CA
225
Claro Advisors
Massachusetts
$214K +$214K +4,644 New
7 8
9
10 11