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State Street Nuveen Municipal Bond ETF

20 hedge funds and large institutions have $48M invested in State Street Nuveen Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

25% more funds holding

Funds holding: 1620 (+4)

8% more capital invested

Capital invested by funds: $44.6M → $48M (+$3.41M)

5.76% more ownership

Funds ownership: 86.06%91.82% (+5.8%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$26M
PA
2
Pineridge Advisors
Missouri
$3.88M +$317K +11,444 +9%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.79M +$1.07M +38,762 +39%
PP
4
Patten & Patten
Tennessee
$3.49M -$243K -8,755 -6%
AWM
5
AE Wealth Management
Kansas
$2.97M +$136K +4,915 +5%
BWG
6
Beta Wealth Group
California
$1.81M +$87.1K +3,143 +5%
LWMNY
7
Landmark Wealth Management (New York)
New York
$1.55M -$47.7K -1,723 -3%
WWP
8
Wise Wealth Partners
Arizona
$1.34M +$1.34M +48,524 New
OMC
9
Old Mission Capital
Illinois
$818K +$824K +29,739 New
Jane Street
10
Jane Street
New York
$432K +$435K +15,706 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$432K +$471 +17 +0.1%
LPL Financial
12
LPL Financial
California
$407K +$410K +14,792 New
HighTower Advisors
13
HighTower Advisors
Illinois
$363K
Osaic Holdings
14
Osaic Holdings
Arizona
$220K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$160K +$44.7K +1,613 +38%
KFI
16
Key Financial Inc
Pennsylvania
$110K +$29.9K +1,080 +37%
CBT
17
Crews Bank & Trust
Florida
$110K +$111K +4,000 New
UBS Group
18
UBS Group
Switzerland
$100K +$101K +3,650 New
GFPC
19
Global Financial Private Client
Florida
$41.3K
MCM
20
MAI Capital Management
Ohio
$29.5K +$29.7K +1,072 New
FTUS
21
Flow Traders U.S.
New York
-$406K -14,488 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$35 -1 Closed

MBND Hedge Fund Activity: Q4 2024 in Review

20 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street Nuveen Municipal Bond ETF (MBND) for Q4 2024, worth a combined $48M — up 7.7% from $44.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MBND positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.07M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $406K sold.

  • 20 institutional investors held State Street Nuveen Municipal Bond ETF (MBND) as of Q4 2024, up from 16 in Q3 2024.
  • Funds reported $48M of State Street Nuveen Municipal Bond ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 7 funds opened new State Street Nuveen Municipal Bond ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest State Street Nuveen Municipal Bond ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $1.07M added.
  • The largest State Street Nuveen Municipal Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $406K sold.

Based on aggregated 13F filings for Q4 2024.