We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

128 hedge funds and large institutions have $1.14B invested in VanEck Intermediate Muni ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more capital invested

Capital invested by funds: $955M → $1.14B (+$182M)

3.44% more ownership

Funds ownership: 29.52%32.96% (+3.4%)

2% more funds holding

Funds holding: 125128 (+3)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
12
Increased
54
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MUFG Americas
New York
$940K +$133K +2,761 +16%
SCA
52
Snowden Capital Advisors
New York
$882K +$21.7K +449 +3%
CWM
53
Cornerstone Wealth Management
Missouri
$855K +$16.1K +333 +2%
AI
54
Atria Investments
North Carolina
$806K +$101K +2,094 +14%
FFA
55
Fragasso Financial Advisors
Pennsylvania
$772K
AB
56
AT Bancorp
Iowa
$768K -$5.07K -105 -0.7%
JIC
57
Johnson Investment Counsel
Ohio
$742K -$60.7K -1,259 -8%
SPIA
58
Steward Partners Investment Advisory
New York
$739K +$241 +5 +0%
FPFS
59
First Personal Financial Services
North Carolina
$720K -$91.5K -1,897 -11%
FAAS
60
First Allied Advisory Services
California
$710K -$36.5K -757 -5%
BAS
61
Brown Advisory Securities
Maryland
$695K +$141K +2,927 +26%
First Trust Advisors
62
First Trust Advisors
Illinois
$653K +$27.1K +561 +4%
DWM
63
Darwin Wealth Management
Florida
$627K -$2.9K -60 -0.5%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$626K -$30.6K -635 -5%
NFG
65
Nations Financial Group
Iowa
$598K +$1.69K +35 +0.3%
AEPG
66
American Economic Planning Group
New Jersey
$580K +$38.8K +804 +7%
MFS
67
McNamara Financial Services
Massachusetts
$578K +$3.47K +72 +0.6%
BRWA
68
B. Riley Wealth Advisors
Florida
$564K +$52.9K +1,096 +10%
LF
69
Lee Financial
Texas
$533K
RFS
70
Rockefeller Financial Services
New York
$487K
AFNAS
71
American Financial Network Advisory Services
California
$477K +$478K +9,908 New
PAI
72
Pittenger & Anderson Inc
Nebraska
$454K +$71.5K +1,482 +19%
OIA
73
Optimum Investment Advisors
Illinois
$448K
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$442K +$213K +4,407 +92%
MAS
75
Managed Account Services
Florida
$403K

ITM Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2017, worth a combined $1.14B — up 19% from $955M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ITM positions and 7 closed out — a net gain of 5 holders — while 54 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $145M. The largest seller was Hanlon Investment Management, cutting an estimated $27.5M.

  • 128 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2017, up from 125 in Q2 2017.
  • Funds reported $1.14B of VanEck Intermediate Muni ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 12 funds opened new VanEck Intermediate Muni ETF positions in Q3 2017 and 7 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2017 was Bank of America, an estimated $145M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2017 was Hanlon Investment Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2017.