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VanEck Intermediate Muni ETF
ITM

150 hedge funds and large institutions have $1.36B invested in VanEck Intermediate Muni ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

4% more funds holding

Funds holding: 144 → 150 (+6)

1.18% more ownership

Funds ownership: 71.93% → 73.1% (+1.2%)

0% less capital invested

Capital invested by funds: $1.36B → $1.36B (-$3.13K)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
22
Increased
52
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$20.2M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
UBS Group
UBS Group
Switzerland
+$4.71M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.14M
5
G
GenTrust
Florida
+$3.34M

Top Sellers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
-$12.4M
2
AWS
AJ Wealth Strategies
New York
-$11.7M
3
UBS AM
UBS AM
Illinois
-$5.73M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.29M
5
PWG
Private Wealth Group
Florida
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$1.38M – – –
VWM
52
Venturi Wealth Management
Texas
$1.37M -$531K -10,560 -28%
Lido Advisors
53
Lido Advisors
California
$1.35M +$1.35M +26,792 New
SIM
54
Sadoff Investment Management
Wisconsin
$1.31M – – –
FWM
55
FFT Wealth Management
Pennsylvania
$1.3M +$2.41K +48 +0.2%
CG
56
Colony Group
Massachusetts
$1.25M – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.21M -$173K -3,443 -12%
KL
58
KWMG LLC
Kansas
$1.19M -$20.1K -401 -2%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$1.15M -$27.6K -550 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.15M +$20.2K +402 +2%
APA
61
American Portfolios Advisors
New York
$1.13M +$110K +2,193 +11%
EWM
62
Empirical Wealth Management
Washington
$1.03M -$20.1K -400 -2%
RPWA
63
Regent Peak Wealth Advisors
Georgia
$1.03M +$1.03M +20,529 New
BlackRock
64
BlackRock
New York
$1.03M -$19.3K -384 -2%
Creative Planning
65
Creative Planning
Kansas
$1M +$75.5K +1,503 +8%
ONB
66
Old National Bancorp
Indiana
$901K +$172K +3,433 +24%
SPIA
67
Steward Partners Investment Advisory
New York
$880K +$188K +3,747 +27%
AA
68
Alesco Advisors
New York
$864K -$246K -4,900 -22%
SCA
69
Snowden Capital Advisors
New York
$864K -$5.02K -100 -0.6%
First Trust Advisors
70
First Trust Advisors
Illinois
$798K -$2.01K -40 -0.3%
VanEck Associates
71
VanEck Associates
New York
$786K +$276K +5,501 +54%
CWM
72
Cornerstone Wealth Management
Missouri
$770K +$120K +2,390 +18%
DWM
73
Darwin Wealth Management
Florida
$735K +$2.21K +44 +0.3%
SFG
74
StrategIQ Financial Group
Indiana
$719K -$154K -3,073 -18%
IA
75
IFP Advisors
Florida
$714K +$248K +4,939 +53%
1 2
3
4 5

ITM Hedge Fund Activity: Q4 2019 in Review

150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2019, worth a combined $1.36B — down 0% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ITM positions and 13 closed out — a net gain of 9 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.2M. The largest seller was CX Institutional, cutting an estimated $12.4M.

  • 150 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $1.36B of VanEck Intermediate Muni ETF stock for Q4 2019, down 0% quarter-over-quarter.
  • 22 funds opened new VanEck Intermediate Muni ETF positions in Q4 2019 and 13 closed out, a net change of +9 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2019 was Truist Financial, an estimated $20.2M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2019 was CX Institutional, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2019.