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VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.52B invested in VanEck Intermediate Muni ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

29% more capital invested

Capital invested by funds: $1.18B → $1.52B (+$342M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 156163 (+7)

4.31% more ownership

Funds ownership: 74.69%79% (+4.3%)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
52
Reduced
57
Closed
20
Calls
$470K
Puts
Net Calls
+$470K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$6.33M -$877K -19,593 -12%
ACP
27
Aveo Capital Partners
Colorado
$5.21M +$5.11M +114,253 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.19M -$1.79M -39,933 -26%
AWA
29
Aquire Wealth Advisors
Utah
$4.9M -$50.5K -1,129 -2%
FWA
30
FOCUS Wealth Advisors
Texas
$4.72M
RJA
31
Raymond James & Associates
Florida
$4.42M -$816K -18,233 -16%
CCM
32
Condor Capital Management
New Jersey
$4.31M +$2.66M +59,396 +170%
OIA
33
Optimum Investment Advisors
Illinois
$4.27M -$261K -5,840 -6%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$3.92M +$1.94M +43,270 +101%
OMC
35
Old Mission Capital
Illinois
$3.86M -$9.13M -203,942 -71%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.51M +$279K +6,241 +9%
VWM
37
Venturi Wealth Management
Texas
$3.36M +$169K +3,770 +5%
VC
38
Vicus Capital
Pennsylvania
$2.99M +$345K +7,710 +13%
PPWP
39
Proquility Private Wealth Partners
Nevada
$2.98M -$1.26M -28,183 -30%
OC
40
Oppenheimer & Co
New York
$2.96M -$419K -9,373 -13%
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$2.94M +$972K +21,720 +51%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.82M +$869K +19,427 +46%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$2.73M -$1.04M -23,324 -28%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$2.56M +$268K +5,981 +12%
BlackRock
45
BlackRock
New York
$2.51M +$2.07M +46,347 +527%
PAS
46
Park Avenue Securities
New York
$2.49M +$1.08M +24,234 +80%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$2.36M +$420K +9,385 +22%
FCM
48
Family Capital Management
Michigan
$2.32M +$2.28M +50,893 New
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.11M +$1.73M +38,572 +500%
GHA
50
Granite Harbor Advisors
Texas
$2.08M +$2.04M +45,650 New

ITM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2022, worth a combined $1.52B — up 29% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ITM positions and 20 closed out — a net gain of 10 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $48.9M sold.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2022, up from 156 in Q3 2022.
  • Funds reported $1.52B of VanEck Intermediate Muni ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 30 funds opened new VanEck Intermediate Muni ETF positions in Q4 2022 and 20 closed out, a net change of +10 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $164M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2022 was Jane Street, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2022.