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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.6B invested in VanEck Intermediate Muni ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.88% less ownership

Funds ownership: 86.49%85.61% (-0.88%)

5% less funds holding

Funds holding: 181172 (-9)

9% less capital invested

Capital invested by funds: $1.76B → $1.6B (-$156M)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
172
Holders Change
-9
Holders Change %
-4.97%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
56
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$7.68M -$102K -2,192 -1%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$7.16M +$415K +8,910 +6%
FWA
28
FOCUS Wealth Advisors
Texas
$6.82M +$3.07M +65,840 +82%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$6.68M +$566K +12,153 +9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$6.52M +$4.65M +99,778 +247%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.47M +$1.39M +29,906 +34%
Cerity Partners
32
Cerity Partners
New York
$4.95M -$1.06M -22,836 -18%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.85M +$135K +2,896 +3%
Truist Financial
34
Truist Financial
North Carolina
$4.3M -$5.49M -117,792 -56%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.2M -$866K -18,574 -17%
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$4.07M -$231K -4,955 -5%
Prudential Financial
37
Prudential Financial
New Jersey
$4.06M +$1.83M +39,182 +81%
OMC
38
Old Mission Capital
Illinois
$4.03M +$4.04M +86,627 New
PPWP
39
Proquility Private Wealth Partners
Nevada
$3.81M +$1.76M +37,830 +86%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.66M -$7.87M -168,965 -68%
RJA
41
Raymond James & Associates
Florida
$3.38M -$45.9K -984 -1%
NA
42
NewEdge Advisors
Louisiana
$3.3M -$2.89M -62,005 -47%
SW
43
SteelPeak Wealth
California
$3.3M +$1.15M +24,737 +53%
PAS
44
Park Avenue Securities
New York
$3.27M +$848K +18,201 +35%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.96M -$84.2K -1,806 -3%
GIA
46
Goodwin Investment Advisory
Georgia
$2.86M -$89.7K -1,924 -3%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$2.74M +$1.09M +23,295 +66%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$2.69M +$184K +3,943 +7%
CWM
49
Cornerstone Wealth Management
Missouri
$2.68M +$250K +5,361 +10%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$2.67M -$1.18M -25,253 -31%

ITM Hedge Fund Activity: Q1 2024 in Review

172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2024, worth a combined $1.6B — down 8.9% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ITM and 14 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 56 added.

The largest buyer was Jane Street, opening a new position worth an estimated $54.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $69.3M.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2024, down from 181 in Q4 2023.
  • Funds reported $1.6B of VanEck Intermediate Muni ETF stock for Q1 2024, down 8.9% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q1 2024 and 22 closed out, a net change of -8 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2024 was Jane Street, an estimated $54.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2024.