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VanEck Intermediate Muni ETF

151 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2% more funds holding

Funds holding: 148151 (+3)

0.73% more ownership

Funds ownership: 34.88%35.61% (+0.73%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$21.5M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
39
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$1.07M
NCMW
52
Northern Capital Management (Wisconsin)
Wisconsin
$1.07M
EWM
53
Empirical Wealth Management
Washington
$997K
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$967K -$1.29M -27,591 -57%
OC
55
Oppenheimer & Co
New York
$949K +$70.7K +1,506 +8%
G
56
GenTrust
Florida
$942K -$247K -5,270 -21%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$919K +$422 +9 +0%
GAB
58
German American Bancorp
Indiana
$909K +$905K +19,285 New
BAS
59
Brown Advisory Securities
Maryland
$885K -$58.4K -1,245 -6%
SCA
60
Snowden Capital Advisors
New York
$810K +$807K +17,195 New
APA
61
American Portfolios Advisors
New York
$793K +$39.2K +835 +5%
JIC
62
Johnson Investment Counsel
Ohio
$788K +$15.5K +331 +2%
First Trust Advisors
63
First Trust Advisors
Illinois
$726K +$22.3K +476 +3%
AI
64
Atria Investments
North Carolina
$717K -$70.4K -1,499 -9%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$700K +$77.8K +1,657 +13%
SPIA
66
Steward Partners Investment Advisory
New York
$694K -$61.8K -1,316 -8%
DWM
67
Darwin Wealth Management
Florida
$684K +$1.5K +32 +0.2%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$663K -$986 -21 -0.1%
LA
69
LexAurum Advisors
Kansas
$650K +$647K +13,785 New
AEPG
70
American Economic Planning Group
New Jersey
$645K -$20.9K -446 -3%
CA
71
Calton & Associates
Florida
$598K +$119K +2,544 +25%
PAI
72
Pittenger & Anderson Inc
Nebraska
$594K +$20.3K +433 +4%
NFG
73
Nations Financial Group
Iowa
$591K +$1.83K +39 +0.3%
VIA
74
Vantage Investment Advisors
Pennsylvania
$557K
FFA
75
Fragasso Financial Advisors
Pennsylvania
$549K

ITM Hedge Fund Activity: Q2 2018 in Review

151 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2018, worth a combined $1.19B — down 1.8% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ITM positions and 15 closed out — a net gain of 5 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $16.1M. The largest seller was Susquehanna International Group, cutting an estimated $28.8M.

  • 151 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q2 2018, down 1.8% quarter-over-quarter.
  • 20 funds opened new VanEck Intermediate Muni ETF positions in Q2 2018 and 15 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $16.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2018 was Susquehanna International Group, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2018.