State Street Nuveen Municipal Bond ETF
MBND
19 hedge funds and large institutions have $33.5M invested in State Street Nuveen Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
54% more capital invested
Capital invested by funds: $21.7M → $33.5M (+$11.7M)
46% more funds holding
Funds holding: 13 → 19 (+6)
17.04% more ownership
Funds ownership: 50.65% → 67.69% (+17%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.97M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.37M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.3M |
| 4 |
Jane Street
New York
|
+$828K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$453K |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$380K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$226K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$158K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$153K |
MBND Hedge Fund Activity: Q4 2023 in Review
19 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in State Street Nuveen Municipal Bond ETF (MBND) for Q4 2023, worth a combined $33.5M — up 54% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MBND positions and 2 closed out — a net gain of 6 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $1.97M. The largest seller was Journey Strategic Wealth, exiting entirely with an estimated $453K sold.
- 19 institutional investors held State Street Nuveen Municipal Bond ETF (MBND) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $33.5M of State Street Nuveen Municipal Bond ETF stock for Q4 2023, up 54% quarter-over-quarter.
- 8 funds opened new State Street Nuveen Municipal Bond ETF positions in Q4 2023 and 2 closed out, a net change of +6 holders.
- The largest State Street Nuveen Municipal Bond ETF buyer in Q4 2023 was AE Wealth Management, an estimated $1.97M added.
- The largest State Street Nuveen Municipal Bond ETF seller in Q4 2023 was Journey Strategic Wealth, an estimated $453K sold.
Based on aggregated 13F filings for Q4 2023.