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VanEck Intermediate Muni ETF

158 hedge funds and large institutions have $1.15B invested in VanEck Intermediate Muni ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 154158 (+4)

0.62% more ownership

Funds ownership: 70.45%71.08% (+0.62%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$39.8M)

13% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
48
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
51
Sheets Smith Wealth Management
North Carolina
$1.79M
PCWA
52
Pacific Capital Wealth Advisors
California
$1.73M -$175K -3,512 -9%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$1.68M -$478K -9,624 -23%
MWM
54
Mattern Wealth Management
Kansas
$1.61M -$94.8K -1,907 -6%
JFA
55
JNBA Financial Advisors
Minnesota
$1.59M -$19.6K -394 -1%
BRC
56
BHF RG Capital
Arizona
$1.53M +$1.5M +30,125 New
USGIU
57
U.S. Global Investors (USGI)
Texas
$1.53M
FWM
58
FFT Wealth Management
Pennsylvania
$1.47M +$101K +2,023 +8%
SIM
59
Sadoff Investment Management
Wisconsin
$1.33M
VWM
60
Venturi Wealth Management
Texas
$1.28M +$46.6K +937 +4%
EWM
61
Empirical Wealth Management
Washington
$1.28M
NRI
62
NFP Retirement Inc
California
$1.26M +$747K +15,028 +156%
CG
63
Colony Group
Massachusetts
$1.18M -$81K -1,629 -7%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.16M -$50K -1,007 -4%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.12M -$10.5K -211 -0.9%
ONB
66
Old National Bancorp
Indiana
$1.1M +$198K +3,981 +23%
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$1.1M -$54.7K -1,100 -5%
DC
68
Davenport & Co
Virginia
$1.07M +$97.4K +1,960 +10%
KL
69
KWMG LLC
Kansas
$1M -$45.3K -912 -4%
VanEck Associates
70
VanEck Associates
New York
$976K -$582K -11,710 -38%
APA
71
American Portfolios Advisors
New York
$956K -$81.1K -1,631 -8%
Deutsche Bank
72
Deutsche Bank
Germany
$946K -$112K -2,250 -11%
RPWA
73
Regent Peak Wealth Advisors
Georgia
$915K +$43.6K +877 +5%
AA
74
Alesco Advisors
New York
$876K
SFG
75
StrategIQ Financial Group
Indiana
$780K +$24.4K +490 +3%

ITM Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2020, worth a combined $1.15B — down 3.4% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ITM positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $15.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $30.5M sold.

  • 158 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $1.15B of VanEck Intermediate Muni ETF stock for Q2 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new VanEck Intermediate Muni ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2020 was Bank of America, an estimated $15.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2020 was Susquehanna International Group, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2020.