We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

325 hedge funds and large institutions have $3.17B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $2.89B → $3.17B (+$280M)

8.41% more ownership

Funds ownership: 75.56%83.97% (+8.4%)

2% more funds holding

Funds holding: 319325 (+6)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
126
Reduced
86
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$463M +$14.3M +274,420 +3%
Wealthfront Advisers
2
Wealthfront Advisers
California
$391M +$54.4M +1,043,988 +16%
Morgan Stanley
3
Morgan Stanley
New York
$365M +$10.1M +194,307 +3%
Bank of America
4
Bank of America
North Carolina
$305M +$31.4M +602,992 +11%
Fisher Asset Management
5
Fisher Asset Management
Washington
$218M +$3.48M +66,807 +2%
Betterment LLC
6
Betterment LLC
New York
$189M -$4.01M -76,960 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$186M +$186M +3,563,529 +7,689%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$152M +$11.2M +214,745 +8%
LPL Financial
9
LPL Financial
California
$68M +$4.87M +93,478 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$66.1M -$1.29M -24,729 -2%
UBS Group
11
UBS Group
Switzerland
$62.5M +$373K +7,158 +0.6%
Financial Engines Advisors
12
Financial Engines Advisors
California
$56.4M +$1.19M +22,789 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$50.8M +$7.74M +148,451 +18%
AssetMark Inc
14
AssetMark Inc
California
$30.4M +$4.99M +95,734 +19%
Citigroup
15
Citigroup
New York
$28.7M -$939K -18,011 -3%
RWM
16
Ritholtz Wealth Management
New York
$28.4M +$3.71M +71,228 +15%
Wells Fargo
17
Wells Fargo
California
$22.6M +$220K +4,219 +1%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21M +$3.38M +64,719 +19%
Jane Street
19
Jane Street
New York
$20.8M -$5.72M -109,682 -21%
5L
20
55I LLC
Massachusetts
$18M -$1.68M -32,221 -8%
Ameriprise
21
Ameriprise
Minnesota
$17.6M -$288K -5,523 -2%
CI
22
CX Institutional
Indiana
$16.1M -$3.14M -60,301 -16%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$14.4M +$222K +4,254 +2%
Stifel Financial
24
Stifel Financial
Missouri
$14.2M +$454K +8,710 +3%
ML
25
McAdam LLC
Pennsylvania
$12.8M +$714K +13,688 +6%

TFI Hedge Fund Activity: Q3 2021 in Review

325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2021, worth a combined $3.17B — up 9.7% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TFI positions and 23 closed out — a net gain of 12 holders — while 126 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $186M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $15.5M.

  • 325 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2021, up from 319 in Q2 2021.
  • Funds reported $3.17B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2021 and 23 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $186M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2021 was Qube Research & Technologies (QRT), an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2021.