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State Street Nuveen Municipal Bond ETF
MBND

13 hedge funds and large institutions have $21.7M invested in State Street Nuveen Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less capital invested

Capital invested by funds: $22.4M → $21.7M (-$659K)

1.37% less ownership

Funds ownership: 52.02% → 50.65% (-1.4%)

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.08M
2
BWG
Beta Wealth Group
California
+$998K
3
AWM
AE Wealth Management
Kansas
+$411K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$279K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$231K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.79M
2
FTUS
Flow Traders U.S.
New York
-$945K
3
JP Morgan Chase
JP Morgan Chase
New York
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
1
Nuveen
North Carolina
$13M – – –
AWM
2
AE Wealth Management
Kansas
$2.46M +$411K +15,416 +19%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.23M +$2.08M +78,220 +1,052%
BWG
4
Beta Wealth Group
California
$975K +$998K +37,478 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$936K +$279K +10,461 +41%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$695K +$11.1K +418 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$547K – – –
JSW
8
Journey Strategic Wealth
New Jersey
$453K +$20.1K +754 +5%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$226K +$231K +8,673 New
Osaic Holdings
10
Osaic Holdings
Arizona
$124K +$103K +3,864 +429%
KFI
11
Key Financial Inc
Pennsylvania
$49.5K +$4.66K +175 +10%
CHA
12
Carmichael Hill & Associates
Maryland
$44.8K – – –
GFPC
13
Global Financial Private Client
Florida
$38.9K +$39.9K +1,500 New
Jane Street
14
Jane Street
New York
– -$2.79M -103,525 Closed
FTUS
15
Flow Traders U.S.
New York
– -$945K -35,117 Closed
JP Morgan Chase
16
JP Morgan Chase
New York
– -$401K -14,898 Closed

MBND Hedge Fund Activity: Q3 2023 in Review

13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street Nuveen Municipal Bond ETF (MBND) for Q3 2023, worth a combined $21.7M — down 2.9% from $22.4M a quarter earlier.

Fund positioning in MBND was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 0 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $2.08M. The largest seller was Jane Street, exiting entirely with an estimated $2.79M sold.

  • 13 institutional investors held State Street Nuveen Municipal Bond ETF (MBND) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $21.7M of State Street Nuveen Municipal Bond ETF stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 3 funds opened new State Street Nuveen Municipal Bond ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest State Street Nuveen Municipal Bond ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $2.08M added.
  • The largest State Street Nuveen Municipal Bond ETF seller in Q3 2023 was Jane Street, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2023.