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VanEck Intermediate Muni ETF

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

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 7880 (+2)

4% more capital invested

Capital invested by funds: $609M → $631M (+$21.5M)

0.44% more ownership

Funds ownership: 28.99%29.43% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

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
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
26
Integrated Wealth Management (Palm Desert)
California
$1.31M +$83.2K +1,778 +7%
CG
27
Colony Group
Massachusetts
$1.27M +$1.03M +22,038 +414%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.24M +$80.4K +1,719 +7%
Lazard Asset Management
29
Lazard Asset Management
New York
$1.14M
FPFS
30
First Personal Financial Services
North Carolina
$1.09M +$138K +2,941 +14%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.08M -$41.3K -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 -$50.2K -1,074 -6%
SHA
35
Smith Hayes Advisers
Nebraska
$800K -$49.7K -1,063 -6%
AWM
36
Altavista Wealth Management
North Carolina
$712K -$640K -13,678 -47%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$662K +$668K +14,271 New
UCFA
38
United Capital Financial Advisors
Texas
$636K -$343K -7,333 -35%
AB
39
AT Bancorp
Iowa
$605K +$14.2K +304 +2%
LYV
40
Live Your Vision
Pennsylvania
$581K +$588K +12,563 New
CPO
41
Cerity Partners OCIO
New York
$569K +$259K +5,527 +82%
FAAS
42
First Allied Advisory Services
California
$551K +$165K +3,532 +42%
RFS
43
Rockefeller Financial Services
New York
$538K
Baird Financial Group
44
Baird Financial Group
Wisconsin
$476K +$480K +10,263 New
FM
45
Foster & Motley
Ohio
$404K -$145K -3,104 -26%
IPC
46
Independent Portfolio Consultants
Florida
$399K -$936 -20 -0.2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$395K -$105K -2,246 -21%
PAG
48
Private Advisor Group
New Jersey
$393K +$396K +8,470 New
VFS
49
VSR Financial Services
Kansas
$353K -$7.02K -150 -2%
JIR
50
James Investment Research
Ohio
$340K +$21.2K +453 +7%

ITM Hedge Fund Activity: Q2 2015 in Review

80 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2015, worth a combined $631M — up 3.5% from $609M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ITM positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $61.5M. The largest seller was Janney Capital Management, exiting entirely with an estimated $5.4M sold.

  • 80 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2015, up from 78 in Q1 2015.
  • Funds reported $631M of VanEck Intermediate Muni ETF stock for Q2 2015, up 3.5% quarter-over-quarter.
  • 11 funds opened new VanEck Intermediate Muni ETF positions in Q2 2015 and 7 closed out, a net change of +4 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $61.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2015 was Janney Capital Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2015.