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SPDR Nuveen ICE Municipal Bond ETF
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Overview Fund Activity

242 hedge funds and large institutions have $2.38B invested in SPDR Nuveen ICE Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 61 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+27
Holders Change %
+12.56%
% of All Funds
5.4%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
56
Increased
61
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$83.3M
2
CSIA
Charles Schwab Investment Advisory
California
+$44.5M
3
State Street
State Street
Massachusetts
+$27.6M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$19.8M
5
PWG
Private Wealth Group
Florida
+$18.7M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$61.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$22.2M
4
BC
Brinker Capital
Pennsylvania
-$21.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$289M +$289M +6,014,517 New
Financial Engines Advisors
2
Financial Engines Advisors
California
$289M -$22.2M -499,702 -7%
Fisher Asset Management
3
Fisher Asset Management
Washington
$223M -$5.23M -108,786 -2%
CSIA
4
Charles Schwab Investment Advisory
California
$219M +$44.5M +924,248 +25%
Bank of America
5
Bank of America
North Carolina
$198M +$83.3M +1,731,129 +73%
Betterment LLC
6
Betterment LLC
New York
$185M -$61.2M -1,272,556 -25%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$145M -$10.2M -211,742 -7%
UBS Group
8
UBS Group
Switzerland
$134M +$15M +311,232 +13%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$99.6M -$2.4M -49,892 -2%
Morgan Stanley
10
Morgan Stanley
New York
$43.8M +$3.79M +78,744 +9%
B
11
Bailard
California
$30M -$3.46M -71,843 -10%
Citigroup
12
Citigroup
New York
$28.5M -$719K -14,950 -2%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.1M +$19.8M +411,881 +239%
AssetMark Inc
14
AssetMark Inc
California
$28.1M -$688K -14,289 -2%
State Street
15
State Street
Massachusetts
$27.6M +$27.6M +574,334 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$23.6M -$52M -1,080,482 -69%
PWG
17
Private Wealth Group
Florida
$18.7M +$18.7M +387,975 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$18.5M -$2.58M -53,619 -12%
CAG
19
Crestwood Advisors Group
Massachusetts
$15.6M +$13.2M +273,860 +546%
Wells Fargo
20
Wells Fargo
California
$14.7M +$390K +8,109 +3%
LPL Financial
21
LPL Financial
California
$11.4M +$936K +19,458 +9%
Renaissance Technologies
22
Renaissance Technologies
New York
$11M +$11M +228,395 New
NC
23
NewSquare Capital
Pennsylvania
$10.7M +$10.7M +223,280 New
JWA
24
JFS Wealth Advisors
Pennsylvania
$10.5M +$10.5M +218,750 New
CIM
25
Confluence Investment Management
Missouri
$9.34M +$294K +6,111 +3%
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