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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

37.01% more ownership

Funds ownership: 34.9%71.92% (+37%)

11% more funds holding

Funds holding: 132147 (+15)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$29.7M)

24% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 58

Holders
147
Holders Change
+15
Holders Change %
+11.36%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
35
Increased
44
Reduced
58
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Alesco Advisors
New York
$1.28M +$1.25M +26,900 New
JFA
52
JNBA Financial Advisors
Minnesota
$1.27M +$1.25M +26,816 New
SWP
53
Stratos Wealth Partners
Ohio
$1.26M +$1.24M +26,624 New
SIM
54
Sadoff Investment Management
Wisconsin
$1.26M -$47 -1 -0%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.24M -$4.56M -97,909 -79%
OC
56
Oppenheimer & Co
New York
$1.22M +$268K +5,753 +29%
KL
57
KWMG LLC
Kansas
$1.19M +$1.02M +21,841 +671%
RJA
58
Raymond James & Associates
Florida
$1.17M -$1.15M -24,610 -50%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$1.17M -$389K -8,343 -25%
Comerica Bank
60
Comerica Bank
Texas
$1.16M -$1.31M -28,150 -54%
MA
61
MUFG Americas
New York
$1.13M +$3.59K +77 +0.3%
APA
62
American Portfolios Advisors
New York
$1.03M +$213K +4,580 +27%
EWM
63
Empirical Wealth Management
Washington
$997K -$93 -2 -0%
First Trust Advisors
64
First Trust Advisors
Illinois
$979K -$13.7K -294 -1%
SPIA
65
Steward Partners Investment Advisory
New York
$939K +$65.4K +1,405 +8%
BlackRock
66
BlackRock
New York
$929K -$598K -12,838 -40%
FWM
67
FFT Wealth Management
Pennsylvania
$849K +$433K +9,296 +108%
SFG
68
StrategIQ Financial Group
Indiana
$837K -$266K -5,708 -24%
SCA
69
Snowden Capital Advisors
New York
$808K +$2.65K +57 +0.3%
FTS
70
Fifth Third Securities
Ohio
$756K +$741K +15,906 New
NFG
71
Nations Financial Group
Iowa
$717K +$39.4K +846 +6%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$693K -$93 -2 -0%
DWM
73
Darwin Wealth Management
Florida
$690K +$1.4K +30 +0.2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$676K +$148K +3,182 +29%
BAS
75
Brown Advisory Securities
Maryland
$662K -$220K -4,716 -25%

ITM Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2018, worth a combined $1.19B — up 2.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITM positions and 18 closed out — a net gain of 17 holders — while 44 added to existing stakes and 58 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $28.1M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2018, up from 132 in Q3 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q4 2018, up 2.6% quarter-over-quarter.
  • 35 funds opened new VanEck Intermediate Muni ETF positions in Q4 2018 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $16.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2018 was Bank of America, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2018.