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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $1.19B → $1.26B (+$62.7M)

1.77% more ownership

Funds ownership: 71.92%73.68% (+1.8%)

0% more funds holding

Funds holding: 147147 (0)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
41
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$1.34M
SIM
52
Sadoff Investment Management
Wisconsin
$1.29M
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.28M -$42.3K -881 -3%
OC
54
Oppenheimer & Co
New York
$1.27M +$8.78K +183 +0.7%
AA
55
Alesco Advisors
New York
$1.25M -$63.6K -1,325 -5%
SWP
56
Stratos Wealth Partners
Ohio
$1.25M -$51.8K -1,079 -4%
RJA
57
Raymond James & Associates
Florida
$1.21M +$5.23K +109 +0.4%
KL
58
KWMG LLC
Kansas
$1.2M -$25.7K -535 -2%
MA
59
MUFG Americas
New York
$1.16M -$7.63K -159 -0.7%
Comerica Bank
60
Comerica Bank
Texas
$1.09M -$87.3K -1,819 -8%
EWM
61
Empirical Wealth Management
Washington
$1.02M
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.02M -$179K -3,736 -15%
APA
63
American Portfolios Advisors
New York
$984K -$78.6K -1,639 -8%
SPIA
64
Steward Partners Investment Advisory
New York
$926K -$39.5K -823 -4%
First Trust Advisors
65
First Trust Advisors
Illinois
$925K -$79.5K -1,657 -8%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$919K +$417K +8,687 +86%
BlackRock
67
BlackRock
New York
$863K -$90.9K -1,895 -10%
FWM
68
FFT Wealth Management
Pennsylvania
$862K -$10.8K -225 -1%
SFG
69
StrategIQ Financial Group
Indiana
$861K +$144 +3 +0%
SCA
70
Snowden Capital Advisors
New York
$842K +$11.8K +246 +1%
BOTW
71
Bank of the West
California
$742K -$908K -18,919 -55%
NFG
72
Nations Financial Group
Iowa
$740K +$2.4K +50 +0.3%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$712K
JIR
74
James Investment Research
Ohio
$706K +$522K +10,879 +303%
DWM
75
Darwin Wealth Management
Florida
$658K -$51.4K -1,072 -7%

ITM Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2019, worth a combined $1.26B — up 5.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ITM positions and 15 closed out — a net gain of 3 holders — while 41 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $36.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.3M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 18 funds opened new VanEck Intermediate Muni ETF positions in Q1 2019 and 15 closed out, a net change of +3 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2019 was Bank of America, an estimated $36.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2019.