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VanEck Intermediate Muni ETF

164 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14.62% more ownership

Funds ownership: 70.32%84.94% (+15%)

1% more funds holding

Funds holding: 162164 (+2)

4% more capital invested

Capital invested by funds: $1.39B → $1.45B (+$61.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $516K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
59
Reduced
47
Closed
15
Calls
Puts
$516K
Net Calls
-$516K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$5.65M +$746K +16,394 +15%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.83M +$4.52M +99,373 +975%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.75M -$204K -4,492 -4%
FWA
29
FOCUS Wealth Advisors
Texas
$4.51M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.5M -$199K -4,376 -4%
VWM
31
Venturi Wealth Management
Texas
$4.46M +$548K +12,058 +14%
OIA
32
Optimum Investment Advisors
Illinois
$4.12M
RJFSA
33
Raymond James Financial Services Advisors
Florida
$4.11M -$191K -4,193 -4%
PPWP
34
Proquility Private Wealth Partners
Nevada
$3.91M -$131K -2,888 -3%
Jane Street
35
Jane Street
New York
$3.86M -$9.28M -203,971 -70%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.84M -$360K -7,911 -8%
NA
37
NewEdge Advisors
Louisiana
$3.76M -$30.3K -667 -0.8%
RJA
38
Raymond James & Associates
Florida
$3.61M +$2.64K +58 +0.1%
SW
39
SteelPeak Wealth
California
$3.38M -$389K -8,557 -10%
SFO
40
Stokes Family Office
Louisiana
$3.38M +$1.13M +24,893 +48%
CWM
41
Cornerstone Wealth Management
Missouri
$2.98M +$147K +3,223 +5%
ITB
42
Idaho Trust Bank
Idaho
$2.45M +$61.9K +1,362 +3%
PAS
43
Park Avenue Securities
New York
$2.45M +$360K +7,919 +17%
GIA
44
Goodwin Investment Advisory
Georgia
$2.32M +$1.12M +24,617 +88%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$2.19M -$139K -3,056 -6%
Prudential Financial
46
Prudential Financial
New Jersey
$2.14M +$959K +21,097 +77%
GHA
47
Granite Harbor Advisors
Texas
$2.14M +$34.1K +749 +2%
ACP
48
Aveo Capital Partners
Colorado
$2.13M -$1.51M -33,241 -41%
FCM
49
Family Capital Management
Michigan
$1.92M -$133K -2,918 -6%
AWA
50
Aquire Wealth Advisors
Utah
$1.89M -$356K -7,819 -15%

ITM Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2023, worth a combined $1.45B — up 4.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 15 closed out — a net gain of 6 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.7M.

  • 164 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $34.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.