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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
Bank of America
1
Bank of America
North Carolina
$843M +$41.6M +897,560 +5%
Morgan Stanley
2
Morgan Stanley
New York
$540M +$591K +12,748 +0.1%
Betterment LLC
3
Betterment LLC
New York
$321M -$2.64M -56,887 -0.8%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$216M +$3.69M +79,651 +2%
Fisher Asset Management
5
Fisher Asset Management
Washington
$166M -$21.3M -458,962 -11%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$80.1M +$3.11M +67,155 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$60.8M +$11M +237,863 +22%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$59.1M +$1.38M +29,772 +2%
LPL Financial
9
LPL Financial
California
$46.7M +$2.43M +52,356 +6%
Financial Engines Advisors
10
Financial Engines Advisors
California
$36.8M -$823K -17,749 -2%
UBS Group
11
UBS Group
Switzerland
$34M -$5.57M -120,090 -14%
AssetMark Inc
12
AssetMark Inc
California
$32.1M -$1.1M -23,804 -3%
OCM
13
One Capital Management
California
$27.9M -$942K -20,314 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$24.9M -$8.87M -191,233 -26%
FG
15
Foster Group
Iowa
$23.8M -$1.02M -21,949 -4%
AF
16
Allworth Financial
California
$20.4M -$677K -14,605 -3%
RWP
17
Revolve Wealth Partners
New Jersey
$19.3M +$1.87M +40,351 +11%
HighTower Advisors
18
HighTower Advisors
Illinois
$17.8M +$11.1M +238,558 +168%
AWE
19
Avidian Wealth Enterprises
Texas
$17.4M +$740K +15,954 +4%
Wells Fargo
20
Wells Fargo
California
$16.6M -$103K -2,225 -0.6%
ACA
21
Ackerman Capital Advisors
Texas
$15.9M -$55.6K -1,200 -0.4%
JWA
22
JFS Wealth Advisors
Pennsylvania
$15.3M -$73.2K -1,579 -0.5%
Stifel Financial
23
Stifel Financial
Missouri
$14.4M +$3.63M +78,294 +34%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$14.4M -$293K -6,321 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$14M +$65.6K +1,414 +0.5%

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.