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VanEck Intermediate Muni ETF
ITM

158 hedge funds and large institutions have $1.15B invested in VanEck Intermediate Muni ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 154 → 158 (+4)

0.62% more ownership

Funds ownership: 70.45% → 71.08% (+0.62%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$39.8M)

13% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
48
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.1M
2
DBT
Dubuque Bank & Trust
Iowa
+$8.39M
3
ACA
Ackerman Capital Advisors
Texas
+$6.53M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.77M
5
AWE
Avidian Wealth Enterprises
Texas
+$2.72M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$30M
3
Morgan Stanley
Morgan Stanley
New York
-$19.8M
4
Jane Street
Jane Street
New York
-$14M
5
SPC
Silver Point Capital
Connecticut
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
Optimum Investment Advisors
Illinois
$5.64M – – –
CCP
27
Cardan Capital Partners
Colorado
$5.24M -$27.8K -560 -0.5%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$4.04M +$85.8K +1,727 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$3.86M +$3.77M +75,769 New
CCA
30
Clearwater Capital Advisors
Illinois
$3.83M -$160K -3,221 -4%
AWE
31
Avidian Wealth Enterprises
Texas
$3.48M +$2.72M +54,729 +405%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.47M +$711K +14,315 +27%
Mariner
33
Mariner
Kansas
$3.4M +$436K +8,777 +15%
RJA
34
Raymond James & Associates
Florida
$3.34M +$27K +544 +0.8%
MWC
35
MBM Wealth Consultants
Missouri
$3.18M -$61.3K -1,234 -2%
LNC
36
Lincoln National Corp
Pennsylvania
$3.13M -$27K -543 -0.9%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.05M +$148K +2,977 +5%
CAL
38
Capital Analysts LLC
Pennsylvania
$2.88M +$409K +8,236 +17%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.83M -$831K -16,722 -23%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.79M – – –
LP
41
LGL Partners
Pennsylvania
$2.74M -$414K -8,338 -13%
OMC
42
Old Mission Capital
Illinois
$2.67M +$2.61M +52,464 New
OC
43
Oppenheimer & Co
New York
$2.56M +$564K +11,353 +29%
JIR
44
James Investment Research
Ohio
$2.21M – – –
AIM
45
Allen Investment Management
New York
$2.12M – – –
Lazard Asset Management
46
Lazard Asset Management
New York
$2.04M – – –
AWM
47
Altavista Wealth Management
North Carolina
$1.99M +$165K +3,318 +9%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.98M +$610K +12,281 +46%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.9M +$103K +2,069 +6%
CPO
50
Cerity Partners OCIO
New York
$1.83M +$696 +14 +0%
1
2
3 4 5

ITM Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2020, worth a combined $1.15B — down 3.4% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ITM positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $15.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $30.5M sold.

  • 158 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $1.15B of VanEck Intermediate Muni ETF stock for Q2 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new VanEck Intermediate Muni ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2020 was Bank of America, an estimated $15.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2020 was Susquehanna International Group, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2020.