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State Street Nuveen Municipal Bond ETF

23 hedge funds and large institutions have $23.9M invested in State Street Nuveen Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

15% more funds holding

Funds holding: 2023 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

31.32% less ownership

Funds ownership: 91.82%60.5% (-31%)

50% less capital invested

Capital invested by funds: $48M → $23.9M (-$24.1M)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Pineridge Advisors
Missouri
$3.85M -$1.84K -67 -0%
PP
2
Patten & Patten
Tennessee
$3.4M -$55K -2,000 -2%
AWM
3
AE Wealth Management
Kansas
$3.02M +$68.1K +2,473 +2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$2.64M -$1.13M -41,245 -30%
BWG
5
Beta Wealth Group
California
$2.12M +$326K +11,864 +18%
Jane Street
6
Jane Street
New York
$1.84M +$1.43M +51,791 +330%
LWMNY
7
Landmark Wealth Management (New York)
New York
$1.57M +$34.7K +1,262 +2%
WWP
8
Wise Wealth Partners
Arizona
$1.32M -$4.46K -162 -0.3%
FFA
9
Farther Finance Advisors
California
$994K +$1M +36,451 New
FTUS
10
Flow Traders U.S.
New York
$740K +$746K +27,114 New
LPL Financial
11
LPL Financial
California
$653K +$252K +9,150 +62%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$408K -$19.8K -720 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
$360K
VF
14
Virtu Financial
New York
$236K +$238K +8,667 New
Osaic Holdings
15
Osaic Holdings
Arizona
$218K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$166K +$7.38K +268 +5%
KFI
17
Key Financial Inc
Pennsylvania
$109K
CBT
18
Crews Bank & Trust
Florida
$109K
UBS Group
19
UBS Group
Switzerland
$91.6K -$8.09K -294 -8%
GFPC
20
Global Financial Private Client
Florida
$40.9K
MCM
21
MAI Capital Management
Ohio
$29.3K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$27K +$27.1K +986 New
Morgan Stanley
23
Morgan Stanley
New York
$31 +$28 +1 New
N
24
Nuveen
North Carolina
-$26M -943,200 Closed
OMC
25
Old Mission Capital
Illinois
-$818K -29,739 Closed

MBND Hedge Fund Activity: Q1 2025 in Review

23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street Nuveen Municipal Bond ETF (MBND) for Q1 2025, worth a combined $23.9M — down 50% from $48M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MBND positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $1.43M. The largest seller was Nuveen, exiting entirely with an estimated $26M sold.

  • 23 institutional investors held State Street Nuveen Municipal Bond ETF (MBND) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $23.9M of State Street Nuveen Municipal Bond ETF stock for Q1 2025, down 50% quarter-over-quarter.
  • 5 funds opened new State Street Nuveen Municipal Bond ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
  • The largest State Street Nuveen Municipal Bond ETF buyer in Q1 2025 was Jane Street, an estimated $1.43M added.
  • The largest State Street Nuveen Municipal Bond ETF seller in Q1 2025 was Nuveen, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2025.