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VanEck Intermediate Muni ETF

177 hedge funds and large institutions have $1.3B invested in VanEck Intermediate Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 172177 (+5)

1.18% more ownership

Funds ownership: 71.87%73.05% (+1.2%)

3% more capital invested

Capital invested by funds: $1.26B → $1.3B (+$35.3M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
64
Reduced
46
Closed
16
Calls
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$5.98M
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$4.28M +$244K +4,728 +6%
OIA
28
Optimum Investment Advisors
Illinois
$4.25M +$115K +2,221 +3%
FWA
29
FOCUS Wealth Advisors
Texas
$4.16M
MWC
30
MBM Wealth Consultants
Missouri
$4.01M +$177K +3,433 +5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.88M +$179K +3,458 +5%
LNC
32
Lincoln National Corp
Pennsylvania
$3.51M -$14.1K -272 -0.4%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.51M +$599K +11,584 +20%
RJA
34
Raymond James & Associates
Florida
$3.49M +$156K +3,010 +5%
OC
35
Oppenheimer & Co
New York
$3.28M +$409K +7,916 +14%
Mariner
36
Mariner
Kansas
$3.13M -$990K -19,156 -24%
CAL
37
Capital Analysts LLC
Pennsylvania
$3.08M +$121K +2,341 +4%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$3.05M +$644K +12,454 +26%
CCP
39
Cardan Capital Partners
Colorado
$2.77M -$647K -12,524 -19%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.76M -$49.7K -962 -2%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2.71M +$266K +5,157 +11%
AIM
42
Allen Investment Management
New York
$2.56M +$426K +8,250 +20%
LP
43
LGL Partners
Pennsylvania
$2.54M -$132K -2,560 -5%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$2.49M +$476K +9,212 +23%
G
45
GenTrust
Florida
$2.47M -$380K -7,354 -13%
VWM
46
Venturi Wealth Management
Texas
$2.42M +$507K +9,808 +26%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.31M +$232K +4,495 +11%
PI
48
PFS Investments
Georgia
$2.22M +$2.24M +43,317 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.09M +$631K +12,203 +43%
SIA
50
SkyView Investment Advisors
New Jersey
$2.02M +$50.9K +985 +3%

ITM Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2021, worth a combined $1.3B — up 2.8% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 16 closed out — a net gain of 5 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $22.6M. The largest seller was Truist Financial, cutting an estimated $7.41M.

  • 177 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $1.3B of VanEck Intermediate Muni ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2021 and 16 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2021 was Bank of America, an estimated $22.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2021 was Truist Financial, an estimated $7.41M sold.

Based on aggregated 13F filings for Q1 2021.