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SPDR Nuveen ICE Municipal Bond ETF
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Overview Fund Activity

215 hedge funds and large institutions have $2.45B invested in SPDR Nuveen ICE Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
22
Increased
79
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$342M
2
CSIA
Charles Schwab Investment Advisory
California
+$150M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.9M
4
SWP
Stratos Wealth Partners
Ohio
+$10.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.31M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$55.3M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$13.7M
3
Morgan Stanley
Morgan Stanley
New York
-$8.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.02M
5
Betterment LLC
Betterment LLC
New York
-$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$376M +$342M +6,384,516 +1,020%
W
2
Wealthfront
California
$363M -$6.57M -138,400 -2%
Betterment LLC
3
Betterment LLC
New York
$243M -$6.71M -141,230 -3%
Fisher Asset Management
4
Fisher Asset Management
Washington
$225M +$130K +2,744 +0.1%
CSIA
5
Charles Schwab Investment Advisory
California
$172M +$150M +3,156,100 +665%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$154M +$9.31M +196,156 +6%
UBS Group
7
UBS Group
Switzerland
$118M +$7.89M +166,115 +7%
Bank of America
8
Bank of America
North Carolina
$113M +$239K +5,044 +0.2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$101M +$2.39M +50,441 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$74.6M -$8.02M -168,995 -10%
Morgan Stanley
11
Morgan Stanley
New York
$39.4M -$8.11M -170,901 -17%
B
12
Bailard
California
$33M +$5.45M +114,748 +20%
Citigroup
13
Citigroup
New York
$28.8M +$2.67M +56,286 +10%
AssetMark Inc
14
AssetMark Inc
California
$28.4M -$976K -20,557 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$22.6M +$10.9M +230,534 +94%
BC
16
Brinker Capital
Pennsylvania
$21.1M -$569K -11,987 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$20.8M -$55.3M -1,165,606 -73%
RWM
18
Ritholtz Wealth Management
New York
$17.8M +$778K +16,392 +5%
Wells Fargo
19
Wells Fargo
California
$14.1M -$730K -15,373 -5%
Ameriprise
20
Ameriprise
Minnesota
$13.8M +$581K +6,129 +4%
RWP
21
RWA Wealth Partners
Massachusetts
$13.2M +$1.62M +34,079 +14%
UBS AM
22
UBS AM
Illinois
$11.7M -$663K -13,972 -5%
SWP
23
Stratos Wealth Partners
Ohio
$10.8M +$10.8M +226,828 New
LPL Financial
24
LPL Financial
California
$10.3M +$887K +18,684 +9%
CIM
25
Confluence Investment Management
Missouri
$8.93M -$31K -653 -0.3%
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