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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
LHC
126
Little House Capital
Massachusetts
$917K -$19.2K -420 -2%
NPP
127
New Potomac Partners
Maryland
$914K
FMWA
128
Forvis Mazars Wealth Advisors
Missouri
$908K -$527K -11,499 -37%
FWA
129
FOCUS Wealth Advisors
Texas
$887K +$31.8K +695 +4%
IAS
130
Insigneo Advisory Services
Florida
$874K +$858K +18,734 New
BFA
131
Bragg Financial Advisors
North Carolina
$853K +$2.75K +60 +0.3%
OFG
132
Omega Financial Group
California
$851K -$197K -4,296 -19%
IWM
133
IHT Wealth Management
Illinois
$849K -$342K -7,461 -29%
RWP
134
RWA Wealth Partners
Massachusetts
$845K
ITB
135
Idaho Trust Bank
Idaho
$840K +$841K +18,363 New
Charles Schwab
136
Charles Schwab
California
$816K +$816K +17,830 New
LFAS
137
Level Four Advisory Services
Texas
$794K -$36.5K -798 -4%
CFP
138
Cypress Financial Planning
New Jersey
$776K +$102K +2,233 +15%
TFG
139
Tilson Financial Group
New Jersey
$759K -$66.6K -1,454 -8%
FTUS
140
Flow Traders U.S.
New York
$752K -$99.1K -2,165 -12%
Creative Planning
141
Creative Planning
Kansas
$751K -$106K -2,311 -12%
SWA
142
Stratos Wealth Advisors
Ohio
$750K +$60K +1,310 +9%
ACP
143
Aveo Capital Partners
Colorado
$748K
KWM
144
Keebeck Wealth Management
Illinois
$746K -$571K -12,460 -43%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$741K -$894K -19,523 -55%
DWM
146
Dakota Wealth Management
Florida
$738K +$35.9K +783 +5%
SPIA
147
Steward Partners Investment Advisory
New York
$723K +$45.1K +986 +7%
CA
148
Claro Advisors
Massachusetts
$712K +$67.4K +1,473 +10%
IC
149
Iconiq Capital
California
$709K +$710K +15,504 New
OIA
150
OneDigital Investment Advisors
Kansas
$655K +$336K +7,328 +105%

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.