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VanEck Intermediate Muni ETF

166 hedge funds and large institutions have $1.2B invested in VanEck Intermediate Muni ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

5% more funds holding

Funds holding: 158166 (+8)

4% more capital invested

Capital invested by funds: $1.15B → $1.2B (+$48.6M)

0.06% less ownership

Funds ownership: 71.08%71.02% (-0.06%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
54
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
G
26
GenTrust
Florida
$5.6M -$587K -11,399 -9%
OAM
27
Oppenheimer Asset Management
New York
$5.15M -$6.04M -117,326 -54%
CCP
28
Cardan Capital Partners
Colorado
$4.34M -$941K -18,267 -18%
OIA
29
Optimum Investment Advisors
Illinois
$4.14M -$1.54M -30,000 -27%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$4.07M +$63.5K +1,233 +2%
CCA
31
Clearwater Capital Advisors
Illinois
$3.86M
Mariner
32
Mariner
Kansas
$3.82M +$401K +7,787 +12%
RJA
33
Raymond James & Associates
Florida
$3.61M +$250K +4,848 +7%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3.42M -$77K -1,495 -2%
LNC
35
Lincoln National Corp
Pennsylvania
$3.27M +$118K +2,288 +4%
MWC
36
MBM Wealth Consultants
Missouri
$3.27M +$66K +1,282 +2%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.98M -$87.4K -1,698 -3%
OC
38
Oppenheimer & Co
New York
$2.85M +$275K +5,346 +11%
CAL
39
Capital Analysts LLC
Pennsylvania
$2.83M -$67.7K -1,315 -2%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.82M
LP
41
LGL Partners
Pennsylvania
$2.72M -$36.5K -709 -1%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.29M +$294K +5,711 +15%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.28M -$563K -10,939 -20%
JIR
44
James Investment Research
Ohio
$2.22M
AIM
45
Allen Investment Management
New York
$2.14M
Lazard Asset Management
46
Lazard Asset Management
New York
$1.95M
CPO
47
Cerity Partners OCIO
New York
$1.94M +$90.3K +1,753 +5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.9M -$11.7K -227 -0.6%
SSWM
49
Sheets Smith Wealth Management
North Carolina
$1.8M
AWM
50
Altavista Wealth Management
North Carolina
$1.73M -$267K -5,177 -13%

ITM Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2020, worth a combined $1.2B — up 4.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 12 closed out — a net gain of 9 holders — while 54 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $33.6M. The largest seller was Oppenheimer Asset Management, cutting an estimated $6.04M.

  • 166 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2020, up from 158 in Q2 2020.
  • Funds reported $1.2B of VanEck Intermediate Muni ETF stock for Q3 2020, up 4.2% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2020 and 12 closed out, a net change of +9 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2020 was Bank of America, an estimated $33.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2020 was Oppenheimer Asset Management, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2020.