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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $1.19B → $1.26B (+$62.7M)

1.77% more ownership

Funds ownership: 71.92%73.68% (+1.8%)

0% more funds holding

Funds holding: 147147 (0)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
41
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Clearwater Capital Advisors
Illinois
$3.86M -$14.5K -302 -0.4%
OIA
27
Optimum Investment Advisors
Illinois
$3.41M
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.27M -$14.3M -298,548 -82%
Mariner
29
Mariner
Kansas
$3.16M +$452K +9,424 +17%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.12M +$560K +11,672 +22%
UBS AM
31
UBS AM
Illinois
$3.12M +$623K +12,980 +25%
LNC
32
Lincoln National Corp
Pennsylvania
$2.91M +$81.7K +1,702 +3%
LP
33
LGL Partners
Pennsylvania
$2.81M -$99K -2,063 -3%
AEPG
34
American Economic Planning Group
New Jersey
$2.68M -$7.66M -159,754 -74%
MWC
35
MBM Wealth Consultants
Missouri
$2.54M -$899K -18,731 -26%
AWM
36
Altavista Wealth Management
North Carolina
$2.31M -$24.6K -513 -1%
AG
37
Advisor Group
Arizona
$2.06M +$43.4K +904 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.98M +$1.26M +26,345 +185%
AP
39
Advisors Preferred
Maryland
$1.93M -$2.93M -61,010 -61%
CFS
40
Ceros Financial Services
Maryland
$1.93M +$1.9M +39,500 New
CAL
41
Capital Analysts LLC
Pennsylvania
$1.85M -$72.8K -1,517 -4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.84M -$40.3K -839 -2%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$1.71M -$49.3K -1,028 -3%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$1.67M +$1.64M +34,224 New
CPO
45
Cerity Partners OCIO
New York
$1.63M +$15.7K +328 +1%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$1.55M +$1.52M +31,738 +64,771%
JFA
47
JNBA Financial Advisors
Minnesota
$1.5M +$185K +3,852 +14%
CG
48
Colony Group
Massachusetts
$1.49M -$75.7K -1,577 -5%
Deutsche Bank
49
Deutsche Bank
Germany
$1.47M -$4.1M -85,535 -74%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.35M -$99.5K -2,073 -7%

ITM Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2019, worth a combined $1.26B — up 5.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ITM positions and 15 closed out — a net gain of 3 holders — while 41 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $36.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.3M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 18 funds opened new VanEck Intermediate Muni ETF positions in Q1 2019 and 15 closed out, a net change of +3 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2019 was Bank of America, an estimated $36.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2019.