We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$501M
Bank of America
2
Bank of America
North Carolina
$352M +$66.3M +1,442,126 +22%
Morgan Stanley
3
Morgan Stanley
New York
$349M -$2.98M -64,741 -0.8%
Fisher Asset Management
4
Fisher Asset Management
Washington
$312M +$131M +2,859,356 +68%
Wealthfront Advisers
5
Wealthfront Advisers
California
$188M -$249M -5,423,848 -56%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$150M +$5.98M +130,047 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$56.4M +$11.9M +258,796 +25%
Financial Engines Advisors
8
Financial Engines Advisors
California
$47.9M -$2.84M -61,753 -5%
MAM
9
Meeder Asset Management
Ohio
$39.5M +$41.3M +897,213 New
UBS Group
10
UBS Group
Switzerland
$39.1M +$7.92M +172,168 +24%
Jane Street
11
Jane Street
New York
$32.2M +$9.92M +215,665 +42%
LPL Financial
12
LPL Financial
California
$27.1M +$3.23M +70,200 +13%
AssetMark Inc
13
AssetMark Inc
California
$25.9M +$5.3M +115,178 +24%
PPW
14
Parcion Private Wealth
Washington
$21.9M -$420K -9,128 -2%
Stifel Financial
15
Stifel Financial
Missouri
$18.1M +$3.78M +82,300 +25%
CI
16
CX Institutional
Indiana
$17M +$3.28M +71,257 +23%
GAG
17
Goodman Advisory Group
Massachusetts
$16.8M +$17.6M +381,765 +65,822%
JWM
18
JFG Wealth Management
Colorado
$16.8M +$17.3M +376,782 +8,515%
Wells Fargo
19
Wells Fargo
California
$16.6M -$124K -2,690 -0.7%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$13.8M +$10.2M +222,603 +242%
BFA
21
Beaumont Financial Advisors
Massachusetts
$13M -$3.78M -82,293 -22%
Osaic Holdings
22
Osaic Holdings
Arizona
$12.5M +$2.65M +57,574 +25%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$12.4M +$12.6M +274,929 +4,412%
ML
24
McAdam LLC
Pennsylvania
$12.2M +$2.31M +50,324 +22%
OPS
25
Orion Portfolio Solutions
Nebraska
$12.2M +$12.2M +264,266 +2,106%

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.