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VanEck Intermediate Muni ETF

105 hedge funds and large institutions have $1.01B invested in VanEck Intermediate Muni ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $890M → $1.01B (+$115M)

1.43% more ownership

Funds ownership: 29.52%30.95% (+1.4%)

1% more funds holding

Funds holding: 104105 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
55
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
51
Rehmann Capital Advisory Group
Michigan
$788K +$69.5K +1,405 +10%
US Bancorp
52
US Bancorp
Minnesota
$756K +$67.3K +1,362 +10%
FAAS
53
First Allied Advisory Services
California
$752K +$117K +2,377 +18%
NFG
54
Nations Financial Group
Iowa
$732K
LNC
55
Lincoln National Corp
Pennsylvania
$729K +$81.8K +1,654 +13%
OIA
56
Optimum Investment Advisors
Illinois
$630K
AI
57
Atria Investments
North Carolina
$604K -$245K -4,958 -29%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$574K +$31.1K +629 +6%
BAS
59
Brown Advisory Securities
Maryland
$560K +$215K +4,344 +62%
RFS
60
Rockefeller Financial Services
New York
$498K
PAG
61
Private Advisor Group
New Jersey
$458K +$16.6K +335 +4%
VIA
62
Vantage Investment Advisors
Pennsylvania
$384K +$277K +5,601 +255%
PO
63
Private Ocean
California
$376K +$371K +7,500 +4,870%
BWM
64
Braver Wealth Management
Massachusetts
$369K -$107K -2,167 -22%
M&T Bank
65
M&T Bank
New York
$345K
IA
66
IFP Advisors
Florida
$341K +$66.2K +1,340 +24%
MC
67
Moors & Cabot
Massachusetts
$333K -$23.3K -471 -7%
Citigroup
68
Citigroup
New York
$319K +$39.5K +800 +14%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$317K
JIR
70
James Investment Research
Ohio
$308K
Creative Planning
71
Creative Planning
Kansas
$304K +$292K +5,906 +2,148%
EAMA
72
EFG Asset Management (Americas)
Florida
$301K
EWMCB
73
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$293K
BRWA
74
B. Riley Wealth Advisors
Florida
$280K -$17.5K -354 -3%
LP
75
LGL Partners
Pennsylvania
$279K +$1.43K +29 +0.5%

ITM Hedge Fund Activity: Q3 2016 in Review

105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2016, worth a combined $1.01B — up 13% from $890M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ITM positions and 6 closed out — a net gain of 2 holders — while 55 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $88.2M. The largest seller was Morgan Stanley, cutting an estimated $1.29M.

  • 105 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2016, up from 104 in Q2 2016.
  • Funds reported $1.01B of VanEck Intermediate Muni ETF stock for Q3 2016, up 13% quarter-over-quarter.
  • 8 funds opened new VanEck Intermediate Muni ETF positions in Q3 2016 and 6 closed out, a net change of +2 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2016 was Bank of America, an estimated $88.2M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2016 was Morgan Stanley, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2016.