We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

323 hedge funds and large institutions have $3.23B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

7% more funds holding

Funds holding: 302 → 323 (+21)

1.2% more ownership

Funds ownership: 86.15% → 87.34% (+1.2%)

3% more capital invested

Capital invested by funds: $3.12B → $3.23B (+$106M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 107

Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
107
Reduced
107
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$98.4M
2
Bank of America
Bank of America
North Carolina
+$46.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.1M
4
Betterment LLC
Betterment LLC
New York
+$11.1M
5
LPL Financial
LPL Financial
California
+$9.38M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$15.3M
2
B
Bailard
California
-$11.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$6.88M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.3M
5
HighTower Advisors
HighTower Advisors
Illinois
-$6.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$8.12K +$2.17K +47 +36%
RIL
302
Rothschild Investment LLC
Illinois
$7.71K – – –
MCM
303
MAI Capital Management
Ohio
$4.7K +$4.75K +103 New
KIM
304
Kestra Investment Management
Texas
$4.2K +$4.24K +92 New
DAM
305
Delta Asset Management
Tennessee
$3.38K -$3.69K -80 -52%
CW
306
Curio Wealth
Maryland
$3.38K +$3.41K +74 New
PWMG
307
Private Wealth Management Group
New Jersey
$3.19K -$4.11K -89 -56%
S
308
SignatureFD
Georgia
$3.18K +$46 +1 +1%
MTIC
309
Missouri Trust & Investment Company
Missouri
$2.74K +$1.84K +40 +200%
LFG
310
Larson Financial Group
Missouri
$2.14K -$14.5K -315 -87%
PPA
311
Painted Porch Advisors
California
$2.05K – – –
NP
312
NorthRock Partners
Minnesota
$1.92K +$1.94K +42 New
CT
313
Caldwell Trust
Florida
$1.87K – – –
PWMG
314
Prestige Wealth Management Group
New Jersey
$1.82K – – –
RFA
315
Reyes Financial Architecture
California
$1.64K +$1.66K +36 New
HI
316
Human Investing
Oregon
$869 +$876 +19 New
PWM
317
Parkworth Wealth Management
California
$852 +$876 +19 New
RDFA
318
Ritter Daniher Financial Advisory
Ohio
$548 – – –
GWSA
319
Global Wealth Strategies & Associates
Colorado
$502 – – –
BNP Paribas Financial Markets
320
BNP Paribas Financial Markets
France
$182 +$184 +4 New
W
321
WealthCollab
Washington
$92 – – –
Russell Investments Group
322
Russell Investments Group
United Kingdom
$79 +$46 +1 +100%
RWM
323
Ruedi Wealth Management
Illinois
$72 – – –
GBT
324
Grove Bank & Trust
Florida
$46 – – –
Prudential Financial
325
Prudential Financial
New Jersey
– -$2.55M -54,481 Closed
11 12
13
14 15

TFI Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2024, worth a combined $3.23B — up 3.4% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new TFI positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $98.4M. The largest seller was Bank of Montreal, cutting an estimated $15.3M.

  • 323 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2024, up from 302 in Q3 2024.
  • Funds reported $3.23B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2024 and 29 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $98.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2024 was Bank of Montreal, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.