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State Street SPDR Nuveen ICE Municipal Bond ETF

297 hedge funds and large institutions have $3.02B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0% more funds holding

Funds holding: 297297 (0)

4% less capital invested

Capital invested by funds: $3.16B → $3.02B (-$137M)

9% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 109

1.12% less ownership

Funds ownership: 86.99%85.86% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
Holders Change %
0%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
99
Reduced
109
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$5.86M -$4.94M -107,943 -46%
TCM
52
Towercrest Capital Management
Pennsylvania
$5.72M +$199K +4,343 +4%
BPA
53
Beacon Pointe Advisors
California
$5.41M -$59.3K -1,295 -1%
AWMG
54
Alliance Wealth Management Group
New Jersey
$5.33M +$199K +4,353 +4%
EC
55
Elequin Capital
New York
$4.75M +$4.76M +103,864 New
AWA
56
Aquire Wealth Advisors
Utah
$4.68M -$260K -5,670 -5%
MFA
57
Mayflower Financial Advisors
Massachusetts
$4.67M -$10.3K -225 -0.2%
MML Investors Services
58
MML Investors Services
Massachusetts
$4.66M -$7.79M -170,146 -63%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$4.6M +$1.24M +27,113 +37%
VCM
60
Versant Capital Management
Arizona
$4.43M +$51.9K +1,134 +1%
I
61
INVST
Indiana
$4.38M +$735K +16,053 +20%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$4.23M +$812K +17,741 +24%
SP
63
SWS Partners
Ohio
$4.15M -$85.1K -1,858 -2%
GVAG
64
Great Valley Advisor Group
Delaware
$3.97M +$397K +8,672 +11%
TCM
65
TruNorth Capital Management
Michigan
$3.6M +$151K +3,300 +4%
AAS
66
Avantax Advisory Services
Texas
$3.26M +$984K +21,488 +43%
EK
67
Evensky & Katz
Florida
$2.96M -$330K -7,209 -10%
PAS
68
Park Avenue Securities
New York
$2.9M +$893K +19,494 +44%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$2.89M +$102K +2,225 +4%
SW
70
SteelPeak Wealth
California
$2.86M -$436K -9,517 -13%
HWA
71
HHM Wealth Advisors
Tennessee
$2.8M -$258K -5,630 -8%
CWM
72
Cornerstone Wealth Management
Missouri
$2.58M -$26.1K -570 -1%
KAS
73
Kestra Advisory Services
Texas
$2.55M +$91.9K +2,007 +4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$2.49M -$35.8K -781 -1%
FTS
75
Fifth Third Securities
Ohio
$2.42M +$101K +2,213 +4%

TFI Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2024, worth a combined $3.02B — down 4.3% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TFI positions and 29 closed out — a net gain of 4 holders — while 99 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $15.8M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 297 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $3.02B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2024 and 29 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2024 was Bank of America, an estimated $15.8M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2024.