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VanEck Intermediate Muni ETF

104 hedge funds and large institutions have $890M invested in VanEck Intermediate Muni ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

5% more funds holding

Funds holding: 99104 (+5)

5% more capital invested

Capital invested by funds: $850M → $890M (+$39.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 29.9%29.52% (-0.38%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
38
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$696K +$619K +12,638 +928%
LNC
52
Lincoln National Corp
Pennsylvania
$655K +$19.5K +399 +3%
FAAS
53
First Allied Advisory Services
California
$641K -$8.28K -169 -1%
OIA
54
Optimum Investment Advisors
Illinois
$636K +$627K +12,812 New
Baird Financial Group
55
Baird Financial Group
Wisconsin
$548K -$17K -347 -3%
RFS
56
Rockefeller Financial Services
New York
$503K -$44.8K -915 -8%
UCFA
57
United Capital Financial Advisors
Texas
$497K -$44.3K -905 -8%
BWM
58
Braver Wealth Management
Massachusetts
$480K +$473K +9,668 New
PAG
59
Private Advisor Group
New Jersey
$448K +$440K +8,993 New
DADC
60
D.A. Davidson & Co
Montana
$422K -$52.4K -1,070 -11%
MC
61
Moors & Cabot
Massachusetts
$359K +$353K +7,217 New
VFS
62
VSR Financial Services
Kansas
$355K -$71K -1,450 -17%
M&T Bank
63
M&T Bank
New York
$349K +$344K +7,019 New
BAS
64
Brown Advisory Securities
Maryland
$348K +$93.4K +1,907 +38%
Jane Street
65
Jane Street
New York
$333K -$3.84M -78,391 -92%
CA
66
Cetera Advisors
Colorado
$326K -$4.41K -90 -1%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$321K +$316K +6,453 New
JIR
68
James Investment Research
Ohio
$312K -$51.6K -1,054 -14%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$308K -$86.6K -1,769 -22%
EAMA
70
EFG Asset Management (Americas)
Florida
$304K +$300K +6,124 New
EWMCB
71
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$296K
BRWA
72
B. Riley Wealth Advisors
Florida
$284K +$11K +225 +2%
Citigroup
73
Citigroup
New York
$283K +$192K +3,927 +222%
LP
74
LGL Partners
Pennsylvania
$280K +$1.57K +32 +0.6%
IA
75
IFP Advisors
Florida
$278K +$82.6K +1,687 +43%

ITM Hedge Fund Activity: Q2 2016 in Review

104 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2016, worth a combined $890M — up 4.6% from $850M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ITM positions and 16 closed out — a net gain of 7 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $32.8M. The largest seller was LPL Financial, cutting an estimated $35.2M.

  • 104 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2016, up from 99 in Q1 2016.
  • Funds reported $890M of VanEck Intermediate Muni ETF stock for Q2 2016, up 4.6% quarter-over-quarter.
  • 23 funds opened new VanEck Intermediate Muni ETF positions in Q2 2016 and 16 closed out, a net change of +7 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2016 was Bank of America, an estimated $32.8M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2016 was LPL Financial, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2016.