We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.41B invested in VanEck Intermediate Muni ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 32

2% more capital invested

Capital invested by funds: $1.38B → $1.41B (+$30.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.37% less ownership

Funds ownership: 73.97%73.6% (-0.37%)

4% less funds holding

Funds holding: 179172 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
172
Holders Change
-7
Holders Change %
-3.91%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
78
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$5.01M +$330K +6,359 +7%
OIA
27
Optimum Investment Advisors
Illinois
$4.86M
RJFSA
28
Raymond James Financial Services Advisors
Florida
$4.61M +$248K +4,773 +6%
MWC
29
MBM Wealth Consultants
Missouri
$4.39M +$159K +3,068 +4%
OC
30
Oppenheimer & Co
New York
$4.03M +$620K +11,945 +18%
FWA
31
FOCUS Wealth Advisors
Texas
$3.93M +$88.7K +1,710 +2%
RJA
32
Raymond James & Associates
Florida
$3.86M +$27.9K +538 +0.7%
JIR
33
James Investment Research
Ohio
$3.79M +$2.53M +48,668 +192%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$3.76M +$377K +7,258 +11%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.56M +$809K +15,590 +29%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.44M +$200K +3,860 +6%
LNC
37
Lincoln National Corp
Pennsylvania
$3.07M -$309K -5,956 -9%
VWM
38
Venturi Wealth Management
Texas
$3.02M +$592K +11,403 +24%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.02M +$5.4K +104 +0.2%
CAL
40
Capital Analysts LLC
Pennsylvania
$2.99M +$113K +2,182 +4%
ONB
41
Old National Bancorp
Indiana
$2.79M +$685K +13,206 +32%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$2.63M +$90.2K +1,739 +4%
AIM
43
Allen Investment Management
New York
$2.56M
Mariner
44
Mariner
Kansas
$2.51M -$355K -6,847 -12%
CWM
45
Cornerstone Wealth Management
Missouri
$2.42M +$234K +4,507 +11%
CCP
46
Cardan Capital Partners
Colorado
$2.35M +$24.2K +467 +1%
G
47
GenTrust
Florida
$2.33M -$7.68K -148 -0.3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.27M -$59.2K -1,141 -3%
Citadel Advisors
49
Citadel Advisors
Florida
$2.26M +$1.07M +20,693 +88%
Lazard Asset Management
50
Lazard Asset Management
New York
$2.15M

ITM Hedge Fund Activity: Q3 2021 in Review

172 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2021, worth a combined $1.41B — up 2.2% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ITM and 11 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 78 added.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was CX Institutional, cutting an estimated $7.23M.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2021, down from 179 in Q2 2021.
  • Funds reported $1.41B of VanEck Intermediate Muni ETF stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 11 funds opened new VanEck Intermediate Muni ETF positions in Q3 2021 and 17 closed out, a net change of -6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2021 was Bank of America, an estimated $13.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2021 was CX Institutional, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.