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VanEck Intermediate Muni ETF

122 hedge funds and large institutions have $1.02B invested in VanEck Intermediate Muni ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more capital invested

Capital invested by funds: $910M → $1.02B (+$105M)

2.06% more ownership

Funds ownership: 30.54%32.6% (+2.1%)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 125122 (-3)

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
13
Increased
42
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$837K +$68.6K +1,469 +9%
FAAS
52
First Allied Advisory Services
California
$811K +$48K +1,029 +6%
JIC
53
Johnson Investment Counsel
Ohio
$806K +$91.5K +1,959 +13%
PCM
54
Prelude Capital Management
New York
$791K +$788K +16,877 New
AB
55
AT Bancorp
Iowa
$754K -$76K -1,627 -9%
FFA
56
Fragasso Financial Advisors
Pennsylvania
$752K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$748K -$89.5K -1,917 -11%
SPIA
58
Steward Partners Investment Advisory
New York
$720K +$103K +2,198 +17%
DWM
59
Darwin Wealth Management
Florida
$710K -$128K -2,733 -15%
NFG
60
Nations Financial Group
Iowa
$698K +$560 +12 +0.1%
SCA
61
Snowden Capital Advisors
New York
$653K -$292K -6,252 -31%
Citadel Advisors
62
Citadel Advisors
Florida
$652K +$650K +13,919 New
MA
63
MUFG Americas
New York
$642K +$81.3K +1,741 +15%
OFG
64
OTA Financial Group
New York
$630K +$130K +2,782 +26%
G
65
GenTrust
Florida
$611K
First Trust Advisors
66
First Trust Advisors
Illinois
$605K -$132K -2,833 -18%
CWM
67
Cornerstone Wealth Management
Missouri
$602K +$57.5K +1,231 +11%
MFS
68
McNamara Financial Services
Massachusetts
$543K +$37.8K +810 +8%
LF
69
Lee Financial
Texas
$519K
BRWA
70
B. Riley Wealth Advisors
Florida
$498K -$2.15K -46 -0.4%
TSS
71
Two Sigma Securities
New York
$475K -$88.1K -1,886 -16%
RFS
72
Rockefeller Financial Services
New York
$475K
OIA
73
Optimum Investment Advisors
Illinois
$437K
BAS
74
Brown Advisory Securities
Maryland
$416K +$4.43K +95 +1%
PAI
75
Pittenger & Anderson Inc
Nebraska
$385K +$95.2K +2,040 +33%

ITM Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2017, worth a combined $1.02B — up 12% from $910M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ITM and 13 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 42 added.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Raymond James & Associates, cutting an estimated $32.7M.

  • 122 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2017, down from 125 in Q4 2016.
  • Funds reported $1.02B of VanEck Intermediate Muni ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 13 funds opened new VanEck Intermediate Muni ETF positions in Q1 2017 and 14 closed out, a net change of -1 holder.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2017 was Bank of America, an estimated $110M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2017 was Raymond James & Associates, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2017.