We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

216 hedge funds and large institutions have $1.95B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 212216 (+4)

1.74% more ownership

Funds ownership: 74.32%76.05% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 68

1% more capital invested

Capital invested by funds: $1.94B → $1.95B (+$14M)

Holders
216
Holders Change
+4
Holders Change %
+1.89%
% of All Funds
4.95%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
24
Increased
74
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthfront
California
$367M +$8.6M +178,689 +2%
Betterment LLC
2
Betterment LLC
New York
$243M +$66.1M +1,373,938 +37%
Fisher Asset Management
3
Fisher Asset Management
Washington
$231M +$12.4M +257,178 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$128M +$19.3M +400,136 +18%
UBS Group
5
UBS Group
Switzerland
$111M -$5.94M -123,327 -5%
Bank of America
6
Bank of America
North Carolina
$109M -$45.9M -952,800 -30%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$104M +$3.31M +68,705 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$78.5M +$2.5M +51,907 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$76.1M -$4.58M -95,104 -6%
Morgan Stanley
10
Morgan Stanley
New York
$49.1M -$1.07M -22,134 -2%
AssetMark Inc
11
AssetMark Inc
California
$30M +$5.27M +109,408 +21%
Citigroup
12
Citigroup
New York
$24.6M -$2.52M -52,377 -9%
Financial Engines Advisors
13
Financial Engines Advisors
California
$24.3M +$6.9M +143,378 +40%
B
14
Bailard
California
$23.6M +$4.67M +97,088 +25%
BC
15
Brinker Capital
Pennsylvania
$22.4M +$5.32M +110,616 +31%
RWM
16
Ritholtz Wealth Management
New York
$17M +$5.83M +121,080 +52%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$16M +$710K +14,751 +5%
UBS AM
18
UBS AM
Illinois
$15.1M -$1.38M -28,572 -8%
Wells Fargo
19
Wells Fargo
California
$14.9M -$708K -14,701 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.1M -$1.62M -33,593 -10%
RWP
21
RWA Wealth Partners
Massachusetts
$10.1M +$4.34M +90,241 +76%
WCM
22
Wealthcare Capital Management
Virginia
$9.8M +$660K +13,707 +7%
CIM
23
Confluence Investment Management
Missouri
$9.64M +$384K +7,977 +4%
PCM
24
Prelude Capital Management
New York
$9.28M +$3.71M +77,034 +66%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.3M +$1.45M +30,144 +21%

TFI Hedge Fund Activity: Q1 2018 in Review

216 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2018, worth a combined $1.95B — up 0.72% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TFI positions and 18 closed out — a net gain of 6 holders — while 74 added to existing stakes and 68 trimmed.

The largest buyer was Betterment LLC, adding an estimated $66.1M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 216 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2018, up from 212 in Q4 2017.
  • Funds reported $1.95B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2018, up 0.72% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2018 and 18 closed out, a net change of +6 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2018 was Betterment LLC, an estimated $66.1M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2018 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q1 2018.