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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 313319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2%85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$539M +$338M +7,530,960 +176%
Bank of America
2
Bank of America
North Carolina
$523M +$155M +3,460,945 +43%
Morgan Stanley
3
Morgan Stanley
New York
$389M +$26.2M +583,276 +7%
Betterment LLC
4
Betterment LLC
New York
$245M -$249M -5,555,070 -51%
Fisher Asset Management
5
Fisher Asset Management
Washington
$204M -$118M -2,616,911 -37%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$154M -$1.69M -37,738 -1%
Jane Street
7
Jane Street
New York
$114M +$79.2M +1,763,826 +241%
B
8
Bailard
California
$88.6M +$78.7M +1,752,137 +926%
UBS Group
9
UBS Group
Switzerland
$80.4M +$39.2M +873,416 +98%
LPL Financial
10
LPL Financial
California
$76M +$47.2M +1,050,706 +171%
SFA
11
Sequoia Financial Advisors
Ohio
$67.3M +$60.6M +1,348,483 +1,068%
PFO
12
Pathstone Family Office
New Jersey
$67.2M +$66.2M +1,474,056 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$63.2M +$4.64M +103,216 +8%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50M +$49.3M +1,096,883 New
HSA
15
HBK Sorce Advisory
Pennsylvania
$44M +$36.2M +806,565 +513%
Financial Engines Advisors
16
Financial Engines Advisors
California
$38.4M -$11.1M -247,652 -23%
AssetMark Inc
17
AssetMark Inc
California
$28M +$1.17M +25,987 +4%
Citigroup
18
Citigroup
New York
$20.9M +$17.9M +399,332 +673%
CFB
19
Cullen/Frost Bankers
Texas
$20.4M +$13.3M +296,237 +197%
FTUS
20
Flow Traders U.S.
New York
$18.4M +$18.1M +402,998 New
CI
21
CX Institutional
Indiana
$17.5M -$124K -2,750 -0.7%
JWA
22
JFS Wealth Advisors
Pennsylvania
$17.3M +$9.74M +216,814 +134%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$17.2M +$2.82M +62,892 +20%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$15.9M +$4.11M +91,581 +36%
Stifel Financial
25
Stifel Financial
Missouri
$15.6M -$3.15M -70,168 -17%

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.