ITM icon

VanEck Intermediate Muni ETF
ITM

Overview Fund Activity

80 hedge funds and large institutions have $631M invested in VanEck Intermediate Muni ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
27
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$237M
2
CSIA
2
Charles Schwab Investment Advisory
California
$7.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.6M
4
BWM
4
Braver Wealth Management
Massachusetts
$2.53M
5
RJA
5
Raymond James & Associates
Florida
$15.7M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
BTS
2
BB&T Securities
Virginia
$1.33M
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.75M
5
Wells Fargo
5
Wells Fargo
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
Integrated Wealth Management
California
$1.31M +$82.5K +1,778 +7%
CG
27
Colony Group
Massachusetts
$1.27M +$1.02M +22,038 +414%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.24M +$79.8K +1,719 +7%
Lazard Asset Management
29
Lazard Asset Management
New York
$1.14M -$1.17M – –
FPFS
30
First Personal Financial Services
North Carolina
$1.09M +$136K +2,941 +14%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.08M -$41K -883 -4%
DWA
32
Douglass Winthrop Advisors
New York
$1.01M – – –
JIC
33
Johnson Investment Counsel
Ohio
$1M – – –
AIG
34
American International Group
New York
$840K -$49.8K -1,074 -6%
SHA
35
Smith Hayes Advisers
Nebraska
$800K -$49.3K -1,063 -6%
AWM
36
Altavista Wealth Management
North Carolina
$712K -$634K -13,678 -47%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$662K +$662K +14,271 New
UCFA
38
United Capital Financial Advisors
Texas
$636K -$340K -7,333 -35%
AB
39
AT Bancorp
Iowa
$605K +$14.1K +304 +2%
LYV
40
Live Your Vision
Pennsylvania
$581K +$581K +12,563 New
CPO
41
Cerity Partners OCIO
New York
$569K +$257K +5,527 +82%
FAAS
42
First Allied Advisory Services
California
$551K +$164K +3,532 +42%
RFS
43
Rockefeller Financial Services
New York
$538K – – –
Baird Financial Group
44
Baird Financial Group
Wisconsin
$476K +$476K +10,263 New
FM
45
Foster & Motley
Ohio
$404K -$144K -3,104 -26%
IPC
46
Independent Portfolio Consultants
Florida
$399K -$927 -20 -0.2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$395K -$104K -2,246 -21%
PAG
48
Private Advisor Group
New Jersey
$393K +$393K +8,470 New
VFS
49
VSR Financial Services
Kansas
$353K -$6.96K -150 -2%
JIR
50
James Investment Research
Ohio
$340K +$21K +453 +7%
1
2
3 4