State Street SPDR Nuveen ICE Municipal Bond ETF
141 hedge funds and large institutions have $772M invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 7 closing their positions.
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
81% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 31
18% more capital invested
Capital invested by funds: $653M → $772M (+$118M)
17% more funds holding
Funds holding: 121 → 141 (+20)
2.37% more ownership
Funds ownership: 29.51% → 31.88% (+2.4%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $275K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.4M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$5.25M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$4.78M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
-$2.44M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.91M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.56M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.38M |
| 5 |
Barclays
London,
United Kingdom
|
-$1.3M |
TFI Hedge Fund Activity: Q4 2014 in Review
141 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2014, worth a combined $772M — up 18% from $653M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new TFI positions and 7 closed out — a net gain of 24 holders — while 56 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was Bailard, cutting an estimated $2.44M.
- 141 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2014, up from 121 in Q3 2014.
- Funds reported $772M of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2014, up 18% quarter-over-quarter.
- 31 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2014 and 7 closed out, a net change of +24 holders.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2014 was Morgan Stanley, an estimated $10.4M added.
- The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2014 was Bailard, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2014.