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SPDR Nuveen ICE Municipal Bond ETF

297 hedge funds and large institutions have $3.16B invested in SPDR Nuveen ICE Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-16
Holders Change %
-5.11%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
25
Increased
97
Reduced
113
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$779M +$33.2M +714,150 +4%
Morgan Stanley
2
Morgan Stanley
New York
$572M -$543M -11,684,462 -49%
Betterment LLC
3
Betterment LLC
New York
$327M -$8.69M -186,881 -3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$199M +$10.7M +229,229 +6%
Fisher Asset Management
5
Fisher Asset Management
Washington
$189M -$416K -8,951 -0.2%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.8M -$73.4M -1,580,161 -50%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$62.2M +$6.22M +133,296 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$49.1M -$5.52M -118,821 -10%
LPL Financial
9
LPL Financial
California
$41.9M -$12.2M -261,472 -22%
Jane Street
10
Jane Street
New York
$39.6M +$20.9M +449,764 +112%
UBS Group
11
UBS Group
Switzerland
$38.8M -$2.25M -48,385 -5%
Financial Engines Advisors
12
Financial Engines Advisors
California
$36.9M +$1.06M +22,722 +3%
AssetMark Inc
13
AssetMark Inc
California
$32.7M -$5.95M -127,982 -15%
OCM
14
One Capital Management
California
$31M -$321K -6,897 -1%
FG
15
Foster Group
Iowa
$25.9M +$25.9M +557,561 New
B
16
Bailard
California
$24.6M -$29.8M -641,601 -55%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$24M +$2.71M +58,297 +13%
AF
18
Allworth Financial
California
$20.9M -$197K -4,247 -0.9%
Wells Fargo
19
Wells Fargo
California
$17M -$531K -11,428 -3%
HSA
20
HBK Sorce Advisory
Pennsylvania
$16.5M -$746K -16,045 -4%
RWP
21
Revolve Wealth Partners
New Jersey
$16.4M +$2.06M +44,226 +14%
CFB
22
Cullen/Frost Bankers
Texas
$16.1M -$23.2M -499,052 -59%
AWE
23
Avidian Wealth Enterprises
Texas
$16M +$15.5M +332,892 +2,805%
Stifel Financial
24
Stifel Financial
Missouri
$15.5M +$1.08M +23,293 +7%
JWA
25
JFS Wealth Advisors
Pennsylvania
$15.3M +$463K +9,958 +3%