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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
1
Wealthfront
California
$365M +$112M +2,281,999 +44%
Fisher Asset Management
2
Fisher Asset Management
Washington
$223M +$546K +11,166 +0.2%
Betterment LLC
3
Betterment LLC
New York
$182M -$1.41M -28,745 -0.8%
Bank of America
4
Bank of America
North Carolina
$158M +$25.4M +518,736 +19%
UBS Group
5
UBS Group
Switzerland
$119M +$2.25M +46,061 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$111M +$24M +490,776 +28%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$102M +$6.02M +122,955 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$82.2M -$1.29M -26,277 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$77.9M +$4.7M +95,993 +6%
Morgan Stanley
10
Morgan Stanley
New York
$51.1M +$1.27M +26,042 +3%
Citigroup
11
Citigroup
New York
$27.7M +$5.18M +105,862 +23%
AssetMark Inc
12
AssetMark Inc
California
$25.3M +$1.23M +25,143 +5%
Stifel Financial
13
Stifel Financial
Missouri
$21.3M +$14.8M +302,259 +229%
B
14
Bailard
California
$19.3M -$4.24M -86,621 -18%
Financial Engines Advisors
15
Financial Engines Advisors
California
$17.7M +$458K +9,370 +3%
BC
16
Brinker Capital
Pennsylvania
$17.4M -$274K -5,595 -2%
UBS AM
17
UBS AM
Illinois
$16.8M -$531K -10,847 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16M +$14.2M +290,014 +785%
Wells Fargo
19
Wells Fargo
California
$16M -$65.2K -1,333 -0.4%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$15.5M +$968K +19,783 +7%
RWM
21
Ritholtz Wealth Management
New York
$11.4M -$230K -4,696 -2%
CIM
22
Confluence Investment Management
Missouri
$9.44M +$127K +2,587 +1%
WCM
23
Wealthcare Capital Management
Virginia
$9.32M +$333K +6,798 +4%
LPL Financial
24
LPL Financial
California
$8.51M +$466K +9,530 +6%
HighTower Advisors
25
HighTower Advisors
Illinois
$8.02M -$32.9K -673 -0.4%
1
2 3 4 5

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.