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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.2B → $1.26B (+$66M)

4% more funds holding

Funds holding: 166172 (+6)

0.85% more ownership

Funds ownership: 71.02%71.87% (+0.85%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
27
Increased
58
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$5.98M
FWA
27
FOCUS Wealth Advisors
Texas
$4.23M +$4.18M +81,217 New
OIA
28
Optimum Investment Advisors
Illinois
$4.21M
Mariner
29
Mariner
Kansas
$4.17M +$293K +5,696 +8%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$4.09M -$35.1K -681 -0.9%
MWC
31
MBM Wealth Consultants
Missouri
$3.89M +$571K +11,085 +17%
CCA
32
Clearwater Capital Advisors
Illinois
$3.83M -$82.6K -1,605 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.76M +$291K +5,649 +8%
LNC
34
Lincoln National Corp
Pennsylvania
$3.58M +$256K +4,980 +8%
CCP
35
Cardan Capital Partners
Colorado
$3.46M -$931K -18,084 -21%
RJA
36
Raymond James & Associates
Florida
$3.38M -$276K -5,368 -8%
Jane Street
37
Jane Street
New York
$3.11M +$2.23M +43,278 +263%
CAL
38
Capital Analysts LLC
Pennsylvania
$3M +$130K +2,529 +5%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.96M -$65K -1,262 -2%
OC
40
Oppenheimer & Co
New York
$2.92M +$25.3K +492 +0.9%
G
41
GenTrust
Florida
$2.9M -$2.76M -53,542 -49%
JP Morgan Chase
42
JP Morgan Chase
New York
$2.85M
LP
43
LGL Partners
Pennsylvania
$2.71M -$52.6K -1,021 -2%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2.49M +$166K +3,215 +7%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.45M +$129K +2,504 +6%
AIM
46
Allen Investment Management
New York
$2.17M
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.11M +$181K +3,507 +9%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$2.05M +$289K +5,618 +17%
SIA
49
SkyView Investment Advisors
New Jersey
$2M +$1.98M +38,385 New
Lazard Asset Management
50
Lazard Asset Management
New York
$1.98M

ITM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2020, worth a combined $1.26B — up 5.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ITM positions and 19 closed out — a net gain of 8 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Oppenheimer Asset Management, exiting entirely with an estimated $5.15M sold.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q4 2020, up 5.5% quarter-over-quarter.
  • 27 funds opened new VanEck Intermediate Muni ETF positions in Q4 2020 and 19 closed out, a net change of +8 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2020 was Bank of America, an estimated $15.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2020 was Oppenheimer Asset Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2020.