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State Street SPDR Nuveen ICE Municipal Bond ETF

302 hedge funds and large institutions have $3.12B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

2% more funds holding

Funds holding: 297302 (+5)

3% more capital invested

Capital invested by funds: $3.02B → $3.12B (+$101M)

0.28% more ownership

Funds ownership: 85.86%86.15% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 116

Holders
302
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
93
Reduced
116
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
76
Collective Family Office
Pennsylvania
$2.31M +$295K +6,371 +15%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$2.27M -$275K -5,936 -11%
CWM
78
Cornerstone Wealth Management
Missouri
$2.26M -$376K -8,104 -14%
AO
79
Advisor OS
Illinois
$2.07M -$80.7K -1,740 -4%
FNC
80
First National Corp
Massachusetts
$2.05M +$155K +3,353 +8%
APW
81
Austin Private Wealth
Texas
$2.01M +$616K +13,292 +45%
EAMA
82
EFG Asset Management (Americas)
Florida
$1.85M +$111K +2,398 +6%
UCFA
83
United Capital Financial Advisors
Texas
$1.84M -$16.6K -357 -0.9%
Citigroup
84
Citigroup
New York
$1.82M -$153K -3,304 -8%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$1.82M +$62.9K +1,357 +4%
CIAS
86
CFS Investment Advisory Services
New Jersey
$1.81M +$85.4K +1,841 +5%
GAG
87
Goodman Advisory Group
Massachusetts
$1.8M
MWA
88
Moser Wealth Advisors
Washington
$1.73M -$60.3K -1,300 -3%
IA
89
IFP Advisors
Florida
$1.7M -$16.8K -362 -1%
DJSG
90
D.J. St. Germain
Massachusetts
$1.66M -$13.9K -300 -0.8%
OWA
91
One Wealth Advisors
California
$1.65M +$1.63M +35,196 New
ERIC
92
Eagle Rock Investment Company
Georgia
$1.64M
SA
93
Sanctuary Advisors
Indiana
$1.6M -$8.53K -184 -0.5%
CFGS
94
Concourse Financial Group Securities
Alabama
$1.5M +$439K +9,473 +42%
HI
95
Harbour Investments
Wisconsin
$1.48M +$93 +2 +0%
CWG
96
Cornerstone Wealth Group
North Carolina
$1.38M -$223K -4,819 -14%
WA
97
WBH Advisory
Maryland
$1.33M -$18.5K -400 -1%
FLA
98
Financial Life Advisors
Texas
$1.29M
BCI
99
Brinker Capital Investments
Pennsylvania
$1.23M -$495K -10,687 -29%
OPS
100
Orion Portfolio Solutions
Nebraska
$1.23M -$495K -10,687 -29%

TFI Hedge Fund Activity: Q3 2024 in Review

302 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2024, worth a combined $3.12B — up 3.3% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 29 closed out — a net gain of 8 holders — while 93 added to existing stakes and 116 trimmed.

The largest buyer was Bank of America, adding an estimated $41.6M. The largest seller was Fisher Asset Management, cutting an estimated $21.3M.

  • 302 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $3.12B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2024 and 29 closed out, a net change of +8 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $41.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2024 was Fisher Asset Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2024.