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VanEck Intermediate Muni ETF

179 hedge funds and large institutions have $1.31B invested in VanEck Intermediate Muni ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.09% more ownership

Funds ownership: 75.14%77.24% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 184179 (-5)

10% less capital invested

Capital invested by funds: $1.45B → $1.31B (-$148M)

37% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 75

Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
47
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
26
MBM Wealth Consultants
Missouri
$5.32M -$80.7K -1,638 -1%
AWS
27
AJ Wealth Strategies
New York
$5.28M -$750K -15,208 -12%
VC
28
Vicus Capital
Pennsylvania
$4.91M -$732K -14,859 -13%
FWA
29
FOCUS Wealth Advisors
Texas
$4.8M +$191K +3,867 +4%
OIA
30
Optimum Investment Advisors
Illinois
$4.72M -$246K -5,000 -5%
MWM
31
MY Wealth Management
Maryland
$4.7M +$344K +6,970 +8%
ACA
32
Ackerman Capital Advisors
Texas
$4.62M -$2.94M -59,552 -38%
PPWP
33
Proquility Private Wealth Partners
Nevada
$4.55M -$49.6K -1,006 -1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$4.26M +$82.4K +1,672 +2%
VWM
35
Venturi Wealth Management
Texas
$4.18M +$775K +15,718 +22%
OC
36
Oppenheimer & Co
New York
$3.94M +$38.8K +788 +1%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.21M -$8.03K -163 -0.2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$3.14M -$194K -3,942 -6%
CAL
39
Capital Analysts LLC
Pennsylvania
$3.12M -$221K -4,477 -6%
AWA
40
Aquire Wealth Advisors
Utah
$2.99M +$50.6K +1,026 +2%
SW
41
SteelPeak Wealth
California
$2.96M +$3.09M +62,613 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.95M +$986K +19,997 +47%
GIA
43
Goodwin Investment Advisory
Georgia
$2.5M +$2.6M +52,784 New
AIM
44
Allen Investment Management
New York
$2.36M
ONB
45
Old National Bancorp
Indiana
$2.32M -$326K -6,619 -12%
5L
46
55I LLC
Massachusetts
$2.04M +$704K +14,287 +49%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$2.03M +$92.1K +1,868 +5%
Lazard Asset Management
48
Lazard Asset Management
New York
$1.99M
KCA
49
Karn Couzens & Associates
Connecticut
$1.95M +$2.03M +41,165 New
JIR
50
James Investment Research
Ohio
$1.89M -$565K -11,467 -22%

ITM Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2022, worth a combined $1.31B — down 10% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ITM and 21 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 47 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $74.9M. The largest seller was Bank of America, cutting an estimated $84.6M.

  • 179 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2022, down from 184 in Q4 2021.
  • Funds reported $1.31B of VanEck Intermediate Muni ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2022 and 23 closed out, a net change of -2 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $74.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2022 was Bank of America, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2022.