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VanEck Intermediate Muni ETF

154 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 150154 (+4)

2.65% less ownership

Funds ownership: 73.1%70.45% (-2.6%)

13% less capital invested

Capital invested by funds: $1.36B → $1.19B (-$174M)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
Optimum Investment Advisors
Illinois
$5.44M -$501K -10,000 -8%
G
27
GenTrust
Florida
$5.43M -$3.91M -77,993 -41%
CCP
28
Cardan Capital Partners
Colorado
$5.08M -$231K -4,609 -4%
CCA
29
Clearwater Capital Advisors
Illinois
$3.85M -$26.9K -537 -0.7%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$3.75M -$1.2M -23,924 -24%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.55M +$1.33M +26,466 +58%
AP
32
Advisors Preferred
Maryland
$3.51M +$3.58M +71,531 New
RJA
33
Raymond James & Associates
Florida
$3.19M +$333K +6,646 +11%
MWC
34
MBM Wealth Consultants
Missouri
$3.13M +$377K +7,531 +13%
LP
35
LGL Partners
Pennsylvania
$3.05M -$252K -5,041 -8%
LNC
36
Lincoln National Corp
Pennsylvania
$3.05M +$74.3K +1,484 +2%
Mariner
37
Mariner
Kansas
$2.84M -$615K -12,282 -18%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.79M +$2.85M +56,860 New
JP Morgan Chase
39
JP Morgan Chase
New York
$2.69M
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.65M -$110K -2,198 -4%
CAL
41
Capital Analysts LLC
Pennsylvania
$2.37M +$295K +5,886 +14%
JIR
42
James Investment Research
Ohio
$2.13M +$191K +3,810 +10%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$2.09M +$2.13M +42,531 New
AIM
44
Allen Investment Management
New York
$2.05M +$2.09M +41,667 New
Lazard Asset Management
45
Lazard Asset Management
New York
$1.97M
OC
46
Oppenheimer & Co
New York
$1.91M +$406K +8,108 +26%
PCWA
47
Pacific Capital Wealth Advisors
California
$1.84M -$725K -14,470 -28%
LCM
48
Landscape Capital Management
New Jersey
$1.82M +$1.85M +37,023 New
CPO
49
Cerity Partners OCIO
New York
$1.77M +$59.6K +1,190 +3%
AWM
50
Altavista Wealth Management
North Carolina
$1.75M +$74.3K +1,483 +4%

ITM Hedge Fund Activity: Q1 2020 in Review

154 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2020, worth a combined $1.19B — down 13% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ITM positions and 20 closed out — a net gain of 6 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $35.3M. The largest seller was Bank of America, cutting an estimated $275M.

  • 154 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2020, up from 150 in Q4 2019.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new VanEck Intermediate Muni ETF positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2020 was M&T Bank, an estimated $35.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2020 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2020.