We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.51B invested in VanEck Intermediate Muni ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.15% more ownership

Funds ownership: 85.61%91.77% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

5% less funds holding

Funds holding: 172163 (-9)

6% less capital invested

Capital invested by funds: $1.6B → $1.51B (-$92.8M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
55
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$7.6M +$30.3K +661 +0.4%
FWA
27
FOCUS Wealth Advisors
Texas
$7.32M +$604K +13,170 +9%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$6.2M -$380K -8,276 -6%
Prudential Financial
29
Prudential Financial
New Jersey
$5.23M +$1.23M +26,835 +31%
Cerity Partners
30
Cerity Partners
New York
$4.77M -$108K -2,362 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.51M +$369K +8,031 +9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.4M -$375K -8,164 -8%
XF
33
XML Financial
Maryland
$4.27M +$4.28M +93,170 New
PAS
34
Park Avenue Securities
New York
$4.15M +$925K +20,154 +29%
CA
35
Clearstead Advisors
Ohio
$4.03M +$4.03M +87,895 New
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$4.01M -$3.04M -66,323 -43%
Truist Financial
37
Truist Financial
North Carolina
$3.9M -$342K -7,461 -8%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$3.88M -$1.51M -32,925 -28%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.69M +$81.2K +1,769 +2%
PPWP
40
Proquility Private Wealth Partners
Nevada
$3.39M -$373K -8,129 -10%
SA
41
Sanctuary Advisors
Indiana
$3.12M +$3.13M +68,187 New
HighTower Advisors
42
HighTower Advisors
Illinois
$2.88M -$34K -741 -1%
SW
43
SteelPeak Wealth
California
$2.84M -$409K -8,922 -13%
RJA
44
Raymond James & Associates
Florida
$2.81M -$523K -11,400 -16%
CWM
45
Cornerstone Wealth Management
Missouri
$2.77M +$127K +2,767 +5%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$2.73M +$84K +1,830 +3%
GIA
47
Goodwin Investment Advisory
Georgia
$2.68M +$145M +3,168,311 +5,150%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.55M -$78.6K -1,713 -3%
PS
49
Principal Securities
Iowa
$2.5M +$319K +6,961 +15%
GHA
50
Granite Harbor Advisors
Texas
$2.39M +$197K +4,285 +9%

ITM Hedge Fund Activity: Q2 2024 in Review

163 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2024, worth a combined $1.51B — down 5.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ITM and 14 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was Goodwin Investment Advisory, adding an estimated $145M. The largest seller was Jane Street, cutting an estimated $36.5M.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $1.51B of VanEck Intermediate Muni ETF stock for Q2 2024, down 5.8% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q2 2024 and 19 closed out, a net change of -5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2024 was Goodwin Investment Advisory, an estimated $145M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2024 was Jane Street, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.