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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
MFG
151
Magnus Financial Group
New York
$669K +$114K +2,466 +20%
AG
152
Ascent Group
Virginia
$642K -$6.55K -142 -1%
IWN
153
Independent Wealth Network
Iowa
$622K -$423K -9,179 -40%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$621K -$223K -4,831 -26%
B
155
Bailard
California
$620K -$11.2M -242,012 -95%
EGM
156
Engineers Gate Manager
New York
$601K +$608K +13,175 New
WA
157
Waverly Advisors
Alabama
$598K +$23.1K +500 +4%
HWM
158
HB Wealth Management
Georgia
$593K – – –
VPP
159
Vertex Planning Partners
Illinois
$593K – – –
Deutsche Bank
160
Deutsche Bank
Germany
$589K – – –
AFG
161
Atomi Financial Group
New York
$587K +$247K +5,348 +71%
OIA
162
OneDigital Investment Advisors
Kansas
$579K +$20.6K +447 +4%
IWM
163
IHT Wealth Management
Illinois
$573K -$413K -8,945 -42%
BFA
164
Bragg Financial Advisors
North Carolina
$559K -$295K -6,393 -34%
Goldman Sachs
165
Goldman Sachs
New York
$559K +$1.01K +22 +0.2%
PA
166
PFW Advisors
Georgia
$551K +$557K +12,078 New
FF
167
Friedenthal Financial
New Jersey
$548K +$3.87K +84 +0.7%
AFC
168
AFT Forsyth & Company
Florida
$536K – – –
ATPW
169
Ashton Thomas Private Wealth
Arizona
$528K +$534K +11,573 New
SP
170
Stablepoint Partners
Massachusetts
$519K -$28.5K -618 -5%
BPWM
171
Badgley Phelps Wealth Managers
Washington
$508K – – –
CBT
172
Crews Bank & Trust
Florida
$495K +$500K +10,843 New
FHA
173
First Horizon Advisors
Tennessee
$490K +$167K +3,619 +51%
SSA
174
Schonfeld Strategic Advisors
New York
$485K -$477K -10,338 -49%
First Trust Advisors
175
First Trust Advisors
Illinois
$478K +$88K +1,909 +22%
5 6
7
8 9

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.