We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

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: 302323 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$868M +$46.9M +1,016,333 +6%
Morgan Stanley
2
Morgan Stanley
New York
$623M +$98.4M +2,132,672 +19%
Betterment LLC
3
Betterment LLC
New York
$323M +$11.1M +240,672 +4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$216M +$6.53M +141,654 +3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$155M -$6.88M -149,272 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$92.1M +$33.1M +718,670 +55%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$80.7M +$2.75M +59,605 +3%
LPL Financial
8
LPL Financial
California
$54.7M +$9.38M +203,418 +20%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$42.5M -$15.3M -331,571 -26%
Financial Engines Advisors
10
Financial Engines Advisors
California
$34.6M -$1.29M -27,873 -4%
UBS Group
11
UBS Group
Switzerland
$33.6M +$484K +10,486 +1%
AssetMark Inc
12
AssetMark Inc
California
$31.5M +$212K +4,590 +0.7%
OCM
13
One Capital Management
California
$23.9M -$3.29M -71,326 -12%
JP Morgan Chase
14
JP Morgan Chase
New York
$23.9M -$365K -7,923 -1%
FG
15
Foster Group
Iowa
$22.8M -$420K -9,100 -2%
Wells Fargo
16
Wells Fargo
California
$20M +$3.86M +83,682 +24%
AF
17
Allworth Financial
California
$19.1M -$830K -17,993 -4%
RWP
18
Revolve Wealth Partners
New Jersey
$18.9M +$160K +3,462 +0.8%
AWE
19
Avidian Wealth Enterprises
Texas
$17.2M +$275K +5,953 +2%
ACA
20
Ackerman Capital Advisors
Texas
$15.6M +$105K +2,270 +0.7%
JWA
21
JFS Wealth Advisors
Pennsylvania
$14.8M -$124K -2,687 -0.8%
AAP
22
Arax Advisory Partners
Colorado
$13.7M +$1.37M +29,795 +11%
Stifel Financial
23
Stifel Financial
Missouri
$13.5M -$567K -12,288 -4%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$13.4M -$603K -13,080 -4%
HSA
25
HBK Sorce Advisory
Pennsylvania
$13.3M +$69.9K +1,515 +0.5%

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.