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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

37.01% more ownership

Funds ownership: 34.9%71.92% (+37%)

11% more funds holding

Funds holding: 132147 (+15)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$29.7M)

24% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 58

Holders
147
Holders Change
+15
Holders Change %
+11.36%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
35
Increased
44
Reduced
58
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$4.82M +$4.65M +99,844 New
AP
27
Advisors Preferred
Maryland
$4.77M +$4.68M +100,510 New
PWG
28
Private Wealth Group
Florida
$4.16M +$4.08M +87,528 New
CCA
29
Clearwater Capital Advisors
Illinois
$3.77M -$144K -3,092 -4%
MWC
30
MBM Wealth Consultants
Missouri
$3.67M +$3.3M +70,875 New
OIA
31
Optimum Investment Advisors
Illinois
$3.31M +$1.63M +34,999 +101%
LP
32
LGL Partners
Pennsylvania
$2.83M -$187K -4,023 -6%
LNC
33
Lincoln National Corp
Pennsylvania
$2.75M +$562K +12,060 +26%
Mariner
34
Mariner
Kansas
$2.63M +$2.58M +55,392 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.48M +$447K +9,594 +22%
UBS AM
36
UBS AM
Illinois
$2.42M -$913K -19,597 -28%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.4M +$2.35M +50,450 New
AWM
38
Altavista Wealth Management
North Carolina
$2.27M +$33K +709 +2%
AG
39
Advisor Group
Arizona
$1.97M +$920K +19,750 +91%
CAL
40
Capital Analysts LLC
Pennsylvania
$1.87M +$74.3K +1,596 +4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.83M -$51K -1,096 -3%
SSWM
42
Sheets Smith Wealth Management
North Carolina
$1.71M -$69.9K -1,500 -4%
VHAM
43
Van Hulzen Asset Management
California
$1.63M +$1.6M +34,366 New
NCMW
44
Northern Capital Management (Wisconsin)
Wisconsin
$1.63M +$468K +10,044 +42%
BOTW
45
Bank of the West
California
$1.62M -$949K -20,381 -37%
CPO
46
Cerity Partners OCIO
New York
$1.57M -$980K -21,045 -39%
CG
47
Colony Group
Massachusetts
$1.52M -$290K -6,221 -16%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.41M -$106K -2,277 -7%
Lazard Asset Management
49
Lazard Asset Management
New York
$1.31M
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.29M +$517K +11,106 +69%

ITM Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2018, worth a combined $1.19B — up 2.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITM positions and 18 closed out — a net gain of 17 holders — while 44 added to existing stakes and 58 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $28.1M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2018, up from 132 in Q3 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q4 2018, up 2.6% quarter-over-quarter.
  • 35 funds opened new VanEck Intermediate Muni ETF positions in Q4 2018 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $16.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2018 was Bank of America, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2018.