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State Street Nuveen Municipal Bond ETF

18 hedge funds and large institutions have $22.4M invested in State Street Nuveen Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

18.32% more ownership

Funds ownership: 60.5%78.81% (+18%)

6% less capital invested

Capital invested by funds: $23.9M → $22.4M (-$1.53M)

22% less funds holding

Funds holding: 2318 (-5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
8
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Pineridge Advisors
Missouri
$3.86M +$42.2K +1,568 +1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.03M +$410K +15,218 +16%
AWM
3
AE Wealth Management
Kansas
$2.99M -$5.57K -207 -0.2%
PP
4
Patten & Patten
Tennessee
$2.96M -$410K -15,225 -12%
Jane Street
5
Jane Street
New York
$2.07M +$242K +8,981 +13%
LWMNY
6
Landmark Wealth Management (New York)
New York
$1.52M -$35.9K -1,333 -2%
WWP
7
Wise Wealth Partners
Arizona
$1.31M +$1.72K +64 +0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.06M +$1.05M +38,994 New
BWG
9
Beta Wealth Group
California
$1.04M -$1.06M -39,347 -51%
FFA
10
Farther Finance Advisors
California
$987K
LPL Financial
11
LPL Financial
California
$735K +$86K +3,196 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$301K +$84.2K +3,128 +39%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$293K +$127K +4,728 +78%
UBS Group
14
UBS Group
Switzerland
$116K +$24.5K +910 +27%
KFI
15
Key Financial Inc
Pennsylvania
$108K
MCM
16
MAI Capital Management
Ohio
$24K -$5.01K -186 -17%
PTC
17
Private Trust Company
Ohio
$6.77K +$6.73K +250 New
Morgan Stanley
18
Morgan Stanley
New York
$31
FTUS
19
Flow Traders U.S.
New York
-$740K -27,114 Closed
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
-$408K -14,965 Closed
HighTower Advisors
21
HighTower Advisors
Illinois
-$360K -13,179 Closed
VF
22
Virtu Financial
New York
-$236K -8,667 Closed
CBT
23
Crews Bank & Trust
Florida
-$109K -4,000 Closed
GFPC
24
Global Financial Private Client
Florida
-$40.9K -1,500 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$27K -986 Closed

MBND Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Nuveen Municipal Bond ETF (MBND) for Q2 2025, worth a combined $22.4M — down 6.4% from $23.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MBND and 2 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.05M. The largest seller was Beta Wealth Group, cutting an estimated $1.06M.

  • 18 institutional investors held State Street Nuveen Municipal Bond ETF (MBND) as of Q2 2025, down from 23 in Q1 2025.
  • Funds reported $22.4M of State Street Nuveen Municipal Bond ETF stock for Q2 2025, down 6.4% quarter-over-quarter.
  • 2 funds opened new State Street Nuveen Municipal Bond ETF positions in Q2 2025 and 7 closed out, a net change of -5 holders.
  • The largest State Street Nuveen Municipal Bond ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $1.05M added.
  • The largest State Street Nuveen Municipal Bond ETF seller in Q2 2025 was Beta Wealth Group, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2025.