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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
JWM
201
JFG Wealth Management
Colorado
$291K -$456K -9,948 -61%
FFA
202
Farther Finance Advisors
California
$289K +$49.1K +1,072 +20%
CI
203
CX Institutional
Indiana
$285K -$3.85K -84 -1%
PWM
204
Perigon Wealth Management
California
$280K -$14.1K -307 -5%
1IA
205
1620 Investment Advisors
Massachusetts
$279K -$36.6K -800 -12%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$277K -$2.02K -44 -0.7%
PA
207
PFG Advisors
Arizona
$274K -$15.2K -333 -5%
KPWS
208
Kestra Private Wealth Services
Texas
$258K -$1.37K -30 -0.5%
DI
209
Diligent Investors
California
$257K +$275 +6 +0.1%
CNBTD
210
Citizens National Bank Trust Department
Mississippi
$252K
WA
211
WealthTrust Axiom
Pennsylvania
$252K
HDIM
212
Hanson & Doremus Investment Management
Vermont
$249K -$183 -4 -0.1%
AWM
213
Arista Wealth Management
Nevada
$239K +$239K +5,219 New
TFCP
214
Twin Focus Capital Partners
Massachusetts
$237K
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$234K -$88.5K -1,932 -27%
IC
216
Inscription Capital
Texas
$230K
FW
217
Fairway Wealth
Ohio
$230K +$92 +2 +0%
SF
218
Summit Financial
New Jersey
$229K
HCP
219
Hardin Capital Partners
South Carolina
$229K +$222K +4,846 New
WFS
220
WealthGarden F.S.
California
$226K +$226K +4,943 New
MFG
221
Merit Financial Group
Georgia
$223K -$421K -9,200 -65%
GI
222
GAMMA Investing
California
$220K +$81.7K +1,785 +59%
CWM
223
Congress Wealth Management
Massachusetts
$216K +$216K +4,724 New
THWM
224
Taylor Hoffman Wealth Management
Virginia
$212K
EB
225
Exchange Bank
California
$211K

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.