We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

338 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 98 increasing their positions, 131 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

1% less funds holding

Funds holding: 341338 (-3)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

9.48% less ownership

Funds ownership: 92.85%83.37% (-9.5%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 131

31% less capital invested

Capital invested by funds: $4.2B → $2.89B (-$1.32B)

Holders
338
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
5.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
54
Increased
98
Reduced
131
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$501M +$42.4M +917,593 +9%
Wealthfront Advisers
2
Wealthfront Advisers
California
$445M -$455M -9,861,689 -50%
Morgan Stanley
3
Morgan Stanley
New York
$367M +$7.96M +172,331 +2%
Bank of America
4
Bank of America
North Carolina
$301M -$5.7M -123,465 -2%
Fisher Asset Management
5
Fisher Asset Management
Washington
$194M -$2.85M -61,668 -1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$150M +$1.43M +30,974 +1%
B
7
Bailard
California
$69.3M +$13.6M +293,567 +24%
Financial Engines Advisors
8
Financial Engines Advisors
California
$52.8M -$11.3K -245 -0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$47M +$2.57M +55,637 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$41.3M +$21.8M +471,234 +110%
UBS Group
11
UBS Group
Switzerland
$32.8M -$21.8M -472,425 -40%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.9M -$8.84M -191,465 -25%
LPL Financial
13
LPL Financial
California
$25M -$4.72M -102,188 -16%
PPW
14
Parcion Private Wealth
Washington
$23.7M +$22.7M +492,094 +3,292%
Jane Street
15
Jane Street
New York
$23.6M -$101M -2,186,911 -81%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$23M +$20.2M +437,845 +686%
AssetMark Inc
17
AssetMark Inc
California
$21.7M +$6.45M +139,709 +42%
AWE
18
Avidian Wealth Enterprises
Texas
$18M +$15.1M +327,442 +510%
Wells Fargo
19
Wells Fargo
California
$17.4M -$2.94M -63,624 -14%
BFA
20
Beaumont Financial Advisors
Massachusetts
$17.4M +$16.9M +365,635 +2,826%
Stifel Financial
21
Stifel Financial
Missouri
$15.1M +$5.03M +109,010 +49%
CI
22
CX Institutional
Indiana
$14.5M -$1.54M -33,368 -10%
RJA
23
Raymond James & Associates
Florida
$12M +$2.29M +49,609 +23%
Ameriprise
24
Ameriprise
Minnesota
$11.8M -$916K -19,838 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$10.4M +$1.14M +24,584 +12%

TFI Hedge Fund Activity: Q2 2022 in Review

338 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2022, worth a combined $2.89B — down 31% from $4.2B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of TFI and 54 opened new positions — a net loss of 1 holder — while 131 trimmed existing stakes and 98 added.

The largest buyer was Betterment LLC, adding an estimated $42.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $621M.

  • 338 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2022, down from 341 in Q1 2022.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2022, down 31% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2022 and 55 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2022 was Betterment LLC, an estimated $42.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $621M sold.

Based on aggregated 13F filings for Q2 2022.