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State Street SPDR Nuveen ICE Municipal Bond ETF

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: 302323 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Sage Financial Group
Pennsylvania
$5.37M +$2.03K +44 +0%
I
52
INVST
Indiana
$4.88M +$158K +3,435 +3%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$4.62M +$137K +2,976 +3%
Renaissance Technologies
54
Renaissance Technologies
New York
$4.39M -$6.3M -136,600 -59%
AWA
55
Aquire Wealth Advisors
Utah
$4.37M +$202K +4,375 +5%
VCM
56
Versant Capital Management
Arizona
$4.31M -$57.2K -1,241 -1%
CFB
57
Cullen/Frost Bankers
Texas
$4.29M -$1.53M -33,193 -26%
JFGLC
58
Johnson Financial Group LLC (Colorado)
Colorado
$4.2M +$3.79M +82,104 +833%
SP
59
SWS Partners
Ohio
$4.15M -$41.5K -900 -1%
PPH
60
Pure Portfolios Holdings
Oregon
$4.15M -$990K -21,471 -19%
GVAG
61
Great Valley Advisor Group
Delaware
$4.13M +$64.7K +1,402 +2%
MFA
62
Mayflower Financial Advisors
Massachusetts
$3.91M -$749K -16,249 -16%
Citadel Advisors
63
Citadel Advisors
Florida
$3.86M +$3.9M +84,671 New
TCM
64
TruNorth Capital Management
Michigan
$3.82M -$244K -5,292 -6%
BPA
65
Beacon Pointe Advisors
California
$3.81M -$921K -19,971 -19%
Jane Street
66
Jane Street
New York
$3.8M -$3.4M -73,654 -47%
TCM
67
Towercrest Capital Management
Pennsylvania
$3.55M -$1.89M -40,878 -34%
FDW
68
Fourth Dimension Wealth
Ohio
$3.46M +$3.5M +75,853 New
AAS
69
Avantax Advisory Services
Texas
$3.41M +$1.14M +24,678 +49%
AWMG
70
Alliance Wealth Management Group
New Jersey
$3.32M -$1.89M -41,012 -36%
HWA
71
HHM Wealth Advisors
Tennessee
$3.28M +$523K +11,346 +19%
SCM
72
Steele Capital Management
Iowa
$2.86M -$4.09M -88,760 -59%
EK
73
Evensky & Katz
Florida
$2.69M +$83.9K +1,820 +3%
NFG
74
Northeast Financial Group
Pennsylvania
$2.6M +$65.3K +1,416 +3%
CFO
75
Collective Family Office
Pennsylvania
$2.57M +$320K +6,935 +14%

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.