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VanEck Intermediate Muni ETF

154 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 150154 (+4)

2.65% less ownership

Funds ownership: 73.1%70.45% (-2.6%)

13% less capital invested

Capital invested by funds: $1.36B → $1.19B (-$174M)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.73M -$53.6K -1,070 -3%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$1.72M
MWM
53
Mattern Wealth Management
Kansas
$1.65M -$1.75K -35 -0.1%
JFA
54
JNBA Financial Advisors
Minnesota
$1.55M -$223K -4,447 -12%
VanEck Associates
55
VanEck Associates
New York
$1.52M +$762K +15,222 +97%
USGIU
56
U.S. Global Investors (USGI)
Texas
$1.47M
FWM
57
FFT Wealth Management
Pennsylvania
$1.31M +$42K +838 +3%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.31M +$1.07M +21,356 +406%
SIM
59
Sadoff Investment Management
Wisconsin
$1.28M
EWM
60
Empirical Wealth Management
Washington
$1.23M +$223K +4,455 +22%
CG
61
Colony Group
Massachusetts
$1.22M
VWM
62
Venturi Wealth Management
Texas
$1.19M -$160K -3,200 -12%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.17M -$11.4K -227 -0.9%
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$1.11M -$670K -13,387 -37%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.09M -$32.8K -655 -3%
Deutsche Bank
66
Deutsche Bank
Germany
$1.02M -$548K -10,951 -34%
KL
67
KWMG LLC
Kansas
$1.01M -$156K -3,112 -13%
APA
68
American Portfolios Advisors
New York
$1M -$109K -2,178 -10%
DC
69
Davenport & Co
Virginia
$935K +$299K +5,975 +46%
TSS
70
Two Sigma Securities
New York
$891K +$908K +18,134 New
ONB
71
Old National Bancorp
Indiana
$862K -$18.6K -372 -2%
AA
72
Alesco Advisors
New York
$845K
RPWA
73
Regent Peak Wealth Advisors
Georgia
$839K -$172K -3,442 -17%
SCA
74
Snowden Capital Advisors
New York
$821K -$24.2K -484 -3%
Creative Planning
75
Creative Planning
Kansas
$809K -$175K -3,485 -17%

ITM Hedge Fund Activity: Q1 2020 in Review

154 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2020, worth a combined $1.19B — down 13% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ITM positions and 20 closed out — a net gain of 6 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $35.3M. The largest seller was Bank of America, cutting an estimated $275M.

  • 154 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2020, up from 150 in Q4 2019.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new VanEck Intermediate Muni ETF positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2020 was M&T Bank, an estimated $35.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2020 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2020.