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VanEck Intermediate Muni ETF

156 hedge funds and large institutions have $1.18B invested in VanEck Intermediate Muni ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 73.14%74.69% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less capital invested

Capital invested by funds: $1.26B → $1.18B (-$80.4M)

7% less funds holding

Funds holding: 168156 (-12)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
42
Reduced
70
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
26
FOCUS Wealth Advisors
Texas
$4.5M -$25.6K -560 -0.5%
OIA
27
Optimum Investment Advisors
Illinois
$4.33M -$18.3K -400 -0.4%
CCMG
28
Clark Capital Management Group
Pennsylvania
$4.23M +$4.44M +97,170 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.17M +$4.38M +95,881 New
PPWP
30
Proquility Private Wealth Partners
Nevada
$4.07M -$77.8K -1,702 -2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.62M -$167K -3,653 -4%
OC
32
Oppenheimer & Co
New York
$3.24M -$605K -13,235 -15%
CWM
33
Cornerstone Wealth Management
Missouri
$3.08M +$1.22M +26,692 +61%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$3.07M +$719K +15,726 +29%
VWM
35
Venturi Wealth Management
Texas
$3.05M -$140K -3,064 -4%
AWS
36
AJ Wealth Strategies
New York
$2.87M -$555K -12,133 -16%
VC
37
Vicus Capital
Pennsylvania
$2.52M -$604K -13,220 -19%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.48M -$219K -4,793 -8%
AWA
39
Aquire Wealth Advisors
Utah
$2.38M -$54.5K -1,193 -2%
SW
40
SteelPeak Wealth
California
$2.24M -$770K -16,855 -25%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$2.18M +$543K +11,882 +31%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.96M -$305K -6,676 -13%
ONB
43
Old National Bancorp
Indiana
$1.94M -$132K -2,888 -6%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$1.86M +$734K +16,048 +60%
BOPW
45
Brandywine Oak Private Wealth
Pennsylvania
$1.86M +$1.49M +32,536 +321%
Lazard Asset Management
46
Lazard Asset Management
New York
$1.85M
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.84M +$449K +9,827 +30%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$1.84M +$386K +8,441 +25%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.83M +$1.93M +42,120 New
SFO
50
Stokes Family Office
Louisiana
$1.76M +$967K +21,166 +109%