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VanEck Intermediate Muni ETF

125 hedge funds and large institutions have $910M invested in VanEck Intermediate Muni ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more funds holding

Funds holding: 105125 (+20)

0.42% less ownership

Funds ownership: 30.95%30.54% (-0.42%)

9% less capital invested

Capital invested by funds: $1.01B → $910M (-$95M)

43% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 47

Holders
125
Holders Change
+20
Holders Change %
+19.05%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
31
Increased
27
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Sheets Smith Wealth Management
North Carolina
$1.88M -$189K -4,000 -9%
PFBT
27
Parkside Financial Bank & Trust
Missouri
$1.67M +$1.65M +34,840 +2,915%
JFA
28
JNBA Financial Advisors
Minnesota
$1.67M +$1.7M +35,905 New
VKH
29
Virtu KCG Holdings
New York
$1.52M +$339K +7,168 +28%
Lazard Asset Management
30
Lazard Asset Management
New York
$1.47M
SFG
31
StrategIQ Financial Group
Indiana
$1.45M +$10.9K +230 +0.7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.32M -$404K -8,532 -23%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.29M +$1.23K +26 +0.1%
IWMPD
34
Integrated Wealth Management (Palm Desert)
California
$1.29M
AA
35
Alesco Advisors
New York
$1.14M +$151K +3,200 +15%
EWM
36
Empirical Wealth Management
Washington
$1.05M -$4.5K -95 -0.4%
NCMW
37
Northern Capital Management (Wisconsin)
Wisconsin
$1.05M
KL
38
KWMG LLC
Kansas
$1.05M +$1.07M +22,575 New
AWM
39
Altavista Wealth Management
North Carolina
$1.03M -$290K -6,118 -22%
AG
40
Advisor Group
Arizona
$1.03M +$36.6K +773 +4%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$1.02M -$355K -7,500 -25%
HWP
42
Hefty Wealth Partners
Indiana
$981K -$1.27M -26,888 -56%
SCA
43
Snowden Capital Advisors
New York
$936K -$142K -2,996 -13%
MFS
44
MSI Financial Services
Massachusetts
$903K +$38.9K +821 +4%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$829K -$1M -21,131 -54%
DWM
46
Darwin Wealth Management
Florida
$829K -$116K -2,446 -12%
AB
47
AT Bancorp
Iowa
$821K -$171K -3,618 -17%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$812K +$69.7K +1,472 +9%
SWP
49
Stratos Wealth Partners
Ohio
$787K -$1.65M -34,924 -67%
FPFS
50
First Personal Financial Services
North Carolina
$775K -$116K -2,458 -13%

ITM Hedge Fund Activity: Q4 2016 in Review

125 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2016, worth a combined $910M — down 9.4% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ITM positions and 11 closed out — a net gain of 20 holders — while 27 added to existing stakes and 47 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $14.2M. The largest seller was Bank of America, cutting an estimated $75.8M.

  • 125 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2016, up from 105 in Q3 2016.
  • Funds reported $910M of VanEck Intermediate Muni ETF stock for Q4 2016, down 9.4% quarter-over-quarter.
  • 31 funds opened new VanEck Intermediate Muni ETF positions in Q4 2016 and 11 closed out, a net change of +20 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2016 was Susquehanna International Group, an estimated $14.2M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2016 was Bank of America, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2016.