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State Street SPDR Nuveen ICE Municipal Bond ETF

341 hedge funds and large institutions have $3.63B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

53% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 85

15% more capital invested

Capital invested by funds: $3.17B → $3.63B (+$464M)

5% more funds holding

Funds holding: 325341 (+16)

2.12% more ownership

Funds ownership: 83.97%86.08% (+2.1%)

Holders
341
Holders Change
+16
Holders Change %
+4.92%
% of All Funds
5.25%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
59
Increased
130
Reduced
85
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$641M +$249M +4,821,492 +64%
CSIA
2
Charles Schwab Investment Advisory
California
$499M +$33.7M +654,395 +7%
Morgan Stanley
3
Morgan Stanley
New York
$376M +$9.43M +182,810 +3%
Bank of America
4
Bank of America
North Carolina
$334M +$28.2M +545,841 +9%
Fisher Asset Management
5
Fisher Asset Management
Washington
$223M +$3.99M +77,363 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$198M +$11.7M +227,073 +6%
Betterment LLC
7
Betterment LLC
New York
$189M -$488K -9,465 -0.3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$160M +$7.08M +137,260 +5%
LPL Financial
9
LPL Financial
California
$72M +$3.81M +73,896 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$65.4M -$875K -16,975 -1%
UBS Group
11
UBS Group
Switzerland
$63.2M +$497K +9,629 +0.8%
Financial Engines Advisors
12
Financial Engines Advisors
California
$58.6M +$2.02M +39,163 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$55M +$4.03M +78,109 +8%
Citigroup
14
Citigroup
New York
$31M +$2.24M +43,501 +8%
AssetMark Inc
15
AssetMark Inc
California
$30.5M +$1.24K +24 +0%
RWM
16
Ritholtz Wealth Management
New York
$26.6M -$1.81M -35,172 -6%
Jane Street
17
Jane Street
New York
$23.7M +$2.82M +54,714 +14%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M +$2.56M +49,580 +12%
Wells Fargo
19
Wells Fargo
California
$23M +$290K +5,625 +1%
5L
20
55I LLC
Massachusetts
$22.3M +$4.22M +81,761 +23%
CI
21
CX Institutional
Indiana
$19.2M +$3.05M +59,069 +19%
Ameriprise
22
Ameriprise
Minnesota
$17.2M -$455K -8,821 -3%
Stifel Financial
23
Stifel Financial
Missouri
$14.5M +$214K +4,151 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$14.4M +$1.67M +32,311 +13%
ML
25
McAdam LLC
Pennsylvania
$14.4M +$1.48M +28,790 +12%

TFI Hedge Fund Activity: Q4 2021 in Review

341 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2021, worth a combined $3.63B — up 15% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TFI positions and 35 closed out — a net gain of 24 holders — while 130 added to existing stakes and 85 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $249M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $8.92M sold.

  • 341 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2021, up from 325 in Q3 2021.
  • Funds reported $3.63B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2021 and 35 closed out, a net change of +24 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $249M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2021 was Rivernorth Capital Management, an estimated $8.92M sold.

Based on aggregated 13F filings for Q4 2021.