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TAXI

Northern Trust Intermediate Tax-Exempt Bond ETF

3 hedge funds and large institutions have $52M invested in Northern Trust Intermediate Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more capital invested

Capital invested by funds: $7.87M → $52M (+$44.1M)

5.17% less ownership

Funds ownership: 77.5%72.33% (-5.2%)

25% less funds holding

Funds holding: 43 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$49.2M +$49M +958,863 New
Jane Street
2
Jane Street
New York
$2.14M +$2.13M +41,719 New
OMC
3
Old Mission Capital
Illinois
$620K +$616K +12,074 New
Bank of America
4
Bank of America
North Carolina
-$2.03M -40,000 Closed
Morgan Stanley
5
Morgan Stanley
New York
-$2.03M -40,000 Closed
Wells Fargo
6
Wells Fargo
California
-$2.03M -40,000 Closed
JP Morgan Chase
7
JP Morgan Chase
New York
-$1.78M -35,000 Closed

TAXI Hedge Fund Activity: Q4 2025 in Review

3 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Intermediate Tax-Exempt Bond ETF (TAXI) for Q4 2025, worth a combined $52M — up 561% from $7.87M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TAXI and 3 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $49M. The largest seller was Bank of America, exiting entirely with an estimated $2.03M sold.

  • 3 institutional investors held Northern Trust Intermediate Tax-Exempt Bond ETF (TAXI) as of Q4 2025, down from 4 in Q3 2025.
  • Funds reported $52M of Northern Trust Intermediate Tax-Exempt Bond ETF stock for Q4 2025, up 561% quarter-over-quarter.
  • 3 funds opened new Northern Trust Intermediate Tax-Exempt Bond ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest Northern Trust Intermediate Tax-Exempt Bond ETF buyer in Q4 2025 was Northern Trust, an estimated $49M added.
  • The largest Northern Trust Intermediate Tax-Exempt Bond ETF seller in Q4 2025 was Bank of America, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2025.