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State Street SPDR Nuveen ICE Municipal Bond ETF

341 hedge funds and large institutions have $4.2B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $3.63B → $4.2B (+$570M)

12% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 105

6.77% more ownership

Funds ownership: 86.08%92.85% (+6.8%)

6% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 50

0% more funds holding

Funds holding: 341341 (0)

Holders
341
Holders Change
Holders Change %
0%
% of All Funds
5.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
118
Reduced
105
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$937M +$357M +7,164,944 +58%
CSIA
2
Charles Schwab Investment Advisory
California
$646M +$192M +3,848,296 +40%
Betterment LLC
3
Betterment LLC
New York
$479M +$317M +6,357,732 +174%
Morgan Stanley
4
Morgan Stanley
New York
$375M +$28.1M +564,264 +8%
Bank of America
5
Bank of America
North Carolina
$320M +$10.6M +212,304 +3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$205M -$760K -15,249 -0.4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$155M +$7.56M +151,652 +5%
Jane Street
8
Jane Street
New York
$129M +$112M +2,245,183 +491%
B
9
Bailard
California
$58.3M +$59M +1,183,010 +3,421%
UBS Group
10
UBS Group
Switzerland
$56.9M -$1.68M -33,798 -3%
Financial Engines Advisors
11
Financial Engines Advisors
California
$55.1M +$857K +17,188 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$46.4M -$4.71M -94,467 -9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$43.9M -$17.3M -347,087 -27%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.3M +$16.1M +322,409 +71%
5L
15
55I LLC
Massachusetts
$32.8M +$12.7M +254,556 +59%
LPL Financial
16
LPL Financial
California
$31M -$37.1M -744,879 -54%
Citigroup
17
Citigroup
New York
$25.7M -$3.16M -63,368 -11%
RWM
18
Ritholtz Wealth Management
New York
$24.8M +$119K +2,388 +0.5%
Wells Fargo
19
Wells Fargo
California
$21.2M -$51.2K -1,028 -0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$20.5M +$7.47M +149,811 +54%
CI
21
CX Institutional
Indiana
$16.7M -$1.14M -22,922 -6%
AssetMark Inc
22
AssetMark Inc
California
$15.9M -$12.8M -255,871 -43%
Ameriprise
23
Ameriprise
Minnesota
$13.2M -$2.8M -56,255 -17%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.4M +$86.5K +1,736 +0.7%
RWP
25
Revolve Wealth Partners
New Jersey
$12.1M -$45.9K -920 -0.4%

TFI Hedge Fund Activity: Q1 2022 in Review

341 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2022, worth a combined $4.2B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TFI positions and 50 closed out — a net gain of 3 holders — while 118 added to existing stakes and 105 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $190M.

  • 341 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $4.2B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2022, up 16% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2022 and 50 closed out, a net change of +3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2022 was Wealthfront Advisers, an estimated $357M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2022.