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VanEck Intermediate Muni ETF

144 hedge funds and large institutions have $1.36B invested in VanEck Intermediate Muni ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $1.27B → $1.36B (+$93.5M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.3% more ownership

Funds ownership: 71.63%71.93% (+0.3%)

0% more funds holding

Funds holding: 144144 (0)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
15
Increased
54
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$4.72M +$47.2K +936 +1%
PWG
27
Private Wealth Group
Florida
$4.15M -$5.29K -105 -0.1%
CCA
28
Clearwater Capital Advisors
Illinois
$3.98M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.5M +$138K +2,738 +4%
LP
30
LGL Partners
Pennsylvania
$3.34M +$43.3K +859 +1%
Mariner
31
Mariner
Kansas
$3.14M +$75.4K +1,496 +2%
AEPG
32
American Economic Planning Group
New Jersey
$3.1M +$363K +7,198 +13%
LNC
33
Lincoln National Corp
Pennsylvania
$3.06M -$80.9K -1,605 -3%
MWC
34
MBM Wealth Consultants
Missouri
$2.86M +$92.5K +1,835 +3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.8M +$2.09M +41,480 +291%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.7M +$111K +2,210 +4%
AG
37
Advisor Group
Arizona
$2.67M +$133K +2,634 +5%
RJA
38
Raymond James & Associates
Florida
$2.09M +$449K +8,906 +27%
Citadel Advisors
39
Citadel Advisors
Florida
$2.09M -$2.16M -42,819 -51%
CAL
40
Capital Analysts LLC
Pennsylvania
$2.01M -$74.9K -1,487 -4%
JIR
41
James Investment Research
Ohio
$1.99M +$653K +12,950 +49%
VWM
42
Venturi Wealth Management
Texas
$1.91M +$266K +5,283 +16%
AWM
43
Altavista Wealth Management
North Carolina
$1.86M
CPO
44
Cerity Partners OCIO
New York
$1.83M +$113K +2,252 +7%
JFA
45
JNBA Financial Advisors
Minnesota
$1.81M
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$1.8M +$7.56K +150 +0.4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.76M +$102K +2,019 +6%
SSWM
48
Sheets Smith Wealth Management
North Carolina
$1.76M
Deutsche Bank
49
Deutsche Bank
Germany
$1.58M -$123K -2,443 -7%
USGIU
50
U.S. Global Investors (USGI)
Texas
$1.51M +$1.51M +30,000 New

ITM Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2019, worth a combined $1.36B — up 7.4% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ITM positions and 14 closed out — a net gain of 1 holder — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $37.7M. The largest seller was Jane Street, cutting an estimated $11.8M.

  • 144 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $1.36B of VanEck Intermediate Muni ETF stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q3 2019 and 14 closed out, a net change of +1 holder.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2019 was Bank of America, an estimated $37.7M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2019 was Jane Street, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2019.