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VanEck Intermediate Muni ETF

184 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more funds holding

Funds holding: 172184 (+12)

1.55% more ownership

Funds ownership: 73.6%75.14% (+1.5%)

3% more capital invested

Capital invested by funds: $1.41B → $1.45B (+$38M)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
184
Holders Change
+12
Holders Change %
+6.98%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
57
Reduced
59
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
26
MBM Wealth Consultants
Missouri
$5.85M +$1.45M +28,335 +33%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$5.73M +$5.72M +111,691 New
OIA
28
Optimum Investment Advisors
Illinois
$5.38M +$512K +10,000 +11%
PPWP
29
Proquility Private Wealth Partners
Nevada
$5.04M -$555K -10,845 -10%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$5.03M +$57K +1,113 +1%
FWA
31
FOCUS Wealth Advisors
Texas
$5M +$1.06M +20,800 +27%
MWM
32
MY Wealth Management
Maryland
$4.73M +$4.72M +92,238 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$4.53M -$88.5K -1,729 -2%
OC
34
Oppenheimer & Co
New York
$4.22M +$188K +3,683 +5%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.17M +$1.15M +22,556 +38%
VWM
36
Venturi Wealth Management
Texas
$3.72M +$698K +13,634 +23%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$3.61M -$155K -3,034 -4%
CAL
38
Capital Analysts LLC
Pennsylvania
$3.61M +$617K +12,058 +21%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.48M +$43.1K +843 +1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.32M +$3.1M +60,497 +1,392%
AWA
41
Aquire Wealth Advisors
Utah
$3.19M +$3.18M +62,182 New
Renaissance Technologies
42
Renaissance Technologies
New York
$2.88M +$2.87M +56,087 New
ONB
43
Old National Bancorp
Indiana
$2.85M +$56.9K +1,111 +2%
JIR
44
James Investment Research
Ohio
$2.63M -$1.16M -22,673 -31%
AIM
45
Allen Investment Management
New York
$2.56M
Mariner
46
Mariner
Kansas
$2.51M -$5.94K -116 -0.2%
CWM
47
Cornerstone Wealth Management
Missouri
$2.4M -$25.7K -503 -1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.35M -$1.21M -23,658 -34%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$2.2M +$1.8M +35,245 +386%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.17M -$92.8K -1,813 -4%

ITM Hedge Fund Activity: Q4 2021 in Review

184 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2021, worth a combined $1.45B — up 2.7% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ITM positions and 10 closed out — a net gain of 14 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $23.5M. The largest seller was VanEck Associates, cutting an estimated $14.9M.

  • 184 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2021, up from 172 in Q3 2021.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q4 2021, up 2.7% quarter-over-quarter.
  • 24 funds opened new VanEck Intermediate Muni ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2021 was Bank of America, an estimated $23.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2021 was VanEck Associates, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.