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SPDR Nuveen ICE Municipal Bond ETF
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Overview Fund Activity

140 hedge funds and large institutions have $1.06B invested in SPDR Nuveen ICE Municipal Bond ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 115 reducing their positions, and 29 closing their positions.

Holders
140
Holders Change
-16
Holders Change %
-10.26%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
13
Increased
11
Reduced
115
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UFF
1
USA Financial Formulas
Michigan
$15.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$43.7M
3
B
3
Bailard
California
$14.4M
4
Wells Fargo
4
Wells Fargo
California
$30.3M
5
PFS
5
Prospera Financial Services
Texas
$21.4M

Top Sellers

1
W
1
Wealthfront
California
$80.7M
2
UBS Group
2
UBS Group
Switzerland
$77.1M
3
CSIA
3
Charles Schwab Investment Advisory
California
$54.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$68M
5
UBS AM
5
UBS AM
Illinois
$24.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$241M 4,857,323 -4,664,633 -49%
W
2
Wealthfront
California
$80.7M 1,636,129 -1,903,736 -54%
UBS Group
3
UBS Group
Switzerland
$77.1M 1,562,876 -1,298,779 -45%
Morgan Stanley
4
Morgan Stanley
New York
$68M 1,377,667 -941,781 -41%
Bank of America
5
Bank of America
North Carolina
$64.5M 1,307,950 -1,254,645 -49%
CSIA
6
Charles Schwab Investment Advisory
California
$54.6M 1,106,024 -978,298 -47%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$48.3M 979,447 -929,534 -49%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$43.7M 885,068 -266,718 -23%
Wells Fargo
9
Wells Fargo
California
$30.3M 614,239 -384,383 -38%
NC
10
NewSquare Capital
Pennsylvania
$26.4M 535,533 -54,023 -9%
AssetMark Inc
11
AssetMark Inc
California
$25M 506,380 -415,522 -45%
UBS AM
12
UBS AM
Illinois
– – – –
PFS
13
Prospera Financial Services
Texas
$21.4M 433,304 +101,785 +31%
TFA
14
Transamerica Financial Advisors
Florida
$19.8M 400,667 -18,098 -4%
UFF
15
USA Financial Formulas
Michigan
$15.8M 320,149 +320,149 New
Betterment LLC
16
Betterment LLC
New York
$15M 304,539 -303,097 -50%
B
17
Bailard
California
$14.4M 291,483 +291,483 New
BC
18
Brinker Capital
Pennsylvania
$10.3M 207,819 -29,745 -13%
PAG
19
Pinnacle Advisory Group
Maryland
$10.2M 207,719 -185,894 -47%
LPL Financial
20
LPL Financial
California
$9.52M 192,701 -142,435 -43%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.38M 169,750 +98,986 +140%
FA
22
FDx Advisors
Illinois
$7.52M 152,489 -240,148 -61%
BTS
23
BB&T Securities
Virginia
$6.62M 134,113 +2,223 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.96M 120,952 -107,963 -47%
ERIM
25
Eagle Ridge Investment Management
Connecticut
$5.92M 119,932 -125,021 -51%
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