State Street Nuveen Municipal Bond ETF
MBND
15 hedge funds and large institutions have $43.6M invested in State Street Nuveen Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 6 closing their positions.
104% more capital inflows, than outflows
Capital inflows: $19.6M | Capital outflows: $9.6M
22.74% more ownership
Funds ownership: 67.69% → 90.43% (+23%)
21% less funds holding
Funds holding: 19 → 15 (-4)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$12.2M |
| 2 |
Patten & Patten
Chattanooga,
Tennessee
|
+$3.88M |
| 3 |
Landmark Wealth Management (New York)
Melville,
New York
|
+$1.67M |
| 4 |
Beta Wealth Group
San Diego,
California
|
+$1.28M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$2.55M |
| 2 |
OWMIAS
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
-$1.64M |
| 3 |
TownSquare Capital
Provo,
Utah
|
-$1.42M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.14M |
| 5 |
Pineridge Advisors
St. Charles,
Missouri
|
-$882K |
MBND Hedge Fund Activity: Q1 2024 in Review
15 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in State Street Nuveen Municipal Bond ETF (MBND) for Q1 2024, worth a combined $43.6M — up 30% from $33.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MBND and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was Nuveen, adding an estimated $12.2M. The largest seller was AE Wealth Management, cutting an estimated $2.55M.
- 15 institutional investors held State Street Nuveen Municipal Bond ETF (MBND) as of Q1 2024, down from 19 in Q4 2023.
- Funds reported $43.6M of State Street Nuveen Municipal Bond ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 2 funds opened new State Street Nuveen Municipal Bond ETF positions in Q1 2024 and 6 closed out, a net change of -4 holders.
- The largest State Street Nuveen Municipal Bond ETF buyer in Q1 2024 was Nuveen, an estimated $12.2M added.
- The largest State Street Nuveen Municipal Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $2.55M sold.
Based on aggregated 13F filings for Q1 2024.