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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

145 hedge funds and large institutions have $863M invested in SPDR Nuveen ICE Municipal Bond ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
145
Holders Change
+3
Holders Change %
+2.11%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
20
Increased
59
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$221M
2
W
2
Wealthfront
California
$67.8M
3
CSIA
3
Charles Schwab Investment Advisory
California
$39.3M
4
UBS Group
4
UBS Group
Switzerland
$63.1M
5
Betterment LLC
5
Betterment LLC
New York
$13.2M

Top Sellers

1
FA
1
FDx Advisors
Illinois
$0
2
Citigroup
2
Citigroup
New York
$3.61M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$940K
4
Barclays
4
Barclays
United Kingdom
$3.4M
5
EWA
5
EP Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$221M 9,166,797 +562,264 +7%
W
2
Wealthfront
California
$67.8M 2,810,216 +558,438 +25%
Bank of America
3
Bank of America
North Carolina
$64.4M 2,670,139 +59,391 +2%
UBS Group
4
UBS Group
Switzerland
$63.1M 2,616,198 +470,084 +22%
Morgan Stanley
5
Morgan Stanley
New York
$52.2M 2,166,904 +74,594 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$41.9M 1,738,492 +111,291 +7%
CSIA
7
Charles Schwab Investment Advisory
California
$39.3M 1,631,960 +523,503 +47%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$23.2M 963,058 +130,636 +16%
Wells Fargo
9
Wells Fargo
California
$21.6M 894,567 +120,954 +16%
UBS AM
10
UBS AM
Illinois
– – – –
USAA
11
United Services Automobile Association
Texas
$20.8M 863,426 -2,929 -0.3%
AssetMark Inc
12
AssetMark Inc
California
$20.2M 838,454 +1,570 +0.2%
Betterment LLC
13
Betterment LLC
New York
$13.2M 547,435 +418,284 +324%
NC
14
NewSquare Capital
Pennsylvania
$13.1M 541,634 +170,104 +46%
TFA
15
Transamerica Financial Advisors
Florida
$10.5M 436,564 +164,954 +61%
NMIS
16
Northwestern Mutual Investment Services
Wisconsin
$9.93M 411,991 +53,670 +15%
PAG
17
Pinnacle Advisory Group
Maryland
$9.15M 379,341 +16,651 +5%
B
18
Bailard
California
$9.09M 376,857 +46,406 +14%
PFS
19
Prospera Financial Services
Texas
$7.12M 295,241 +39,657 +16%
Stifel Financial
20
Stifel Financial
Missouri
$6.52M 270,539 +3,424 +1%
ERIM
21
Eagle Ridge Investment Management
Connecticut
$5.91M 244,953 +244,953 New
LPL Financial
22
LPL Financial
California
$5.85M 242,677 +11,366 +5%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.52M 229,033 -14,474 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.37M 222,520 -7,812 -3%
UCFA
25
United Capital Financial Advisors
Texas
$4.01M 166,334 +44,847 +37%
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