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VanEck Intermediate Muni ETF
ITM

Overview Fund Activity

181 hedge funds and large institutions have $1.76B invested in VanEck Intermediate Muni ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 19 closing their positions.

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
38
Increased
51
Reduced
65
Closed
19
Calls
–
Puts
$705K
Net Calls
-$705K
Net Calls Change
-$189K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$28.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.3M
5
WJA
5
Willis Johnson & Associates
Texas
$19.4M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$44.8M
2
Bank of America
2
Bank of America
North Carolina
$764M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15.6M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$7.76M -$1.89M -40,205 -20%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$6.82M -$1.09M -23,076 -14%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$6.18M +$152K +3,231 +3%
NA
29
NewEdge Advisors
Louisiana
$6.16M +$2.21M +47,728 +56%
Cerity Partners
30
Cerity Partners
New York
$6.08M -$1.23M -26,127 -17%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.12M +$320K +6,803 +7%
AAS
32
Annex Advisory Services
Wisconsin
$4.99M +$4.99M +106,156 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.76M -$301K -6,390 -6%
Comerica Bank
34
Comerica Bank
Texas
$4.75M +$3.3M +70,207 +228%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$4.35M +$2.43M +51,597 +126%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$4.12M +$4.12M +87,660 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$3.88M -$499K -10,609 -11%
FWA
38
FOCUS Wealth Advisors
Texas
$3.8M -$1.01M -21,446 -21%
RJA
39
Raymond James & Associates
Florida
$3.46M -$390K -8,290 -10%
HighTower Advisors
40
HighTower Advisors
Illinois
$3.08M -$2.07M -44,039 -40%
GIA
41
Goodwin Investment Advisory
Georgia
$2.98M +$510K +10,834 +21%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$2.54M +$204K +4,344 +9%
CWM
43
Cornerstone Wealth Management
Missouri
$2.46M -$727K -15,461 -23%
SC
44
Sykon Capital
New York
$2.45M +$2.45M +52,191 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.45M -$1.64M -34,918 -40%
PAS
46
Park Avenue Securities
New York
$2.45M -$158K -3,358 -6%
VC
47
Vicus Capital
Pennsylvania
$2.28M +$457K +9,720 +25%
Prudential Financial
48
Prudential Financial
New Jersey
$2.26M -$22.1K -470 -1%
GHA
49
Granite Harbor Advisors
Texas
$2.23M -$50.9K -1,083 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.22M +$1.13M +24,116 +104%
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