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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.2B → $1.26B (+$66M)

4% more funds holding

Funds holding: 166172 (+6)

0.85% more ownership

Funds ownership: 71.02%71.87% (+0.85%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
27
Increased
58
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
51
Venturi Wealth Management
Texas
$1.95M +$205K +3,975 +12%
CWM
52
Cornerstone Wealth Management
Missouri
$1.79M +$461K +8,962 +35%
AWM
53
Altavista Wealth Management
North Carolina
$1.76M
CPO
54
Cerity Partners OCIO
New York
$1.68M -$283K -5,500 -15%
PCWA
55
Pacific Capital Wealth Advisors
California
$1.66M -$41.6K -808 -2%
JFA
56
JNBA Financial Advisors
Minnesota
$1.63M
MWM
57
Mattern Wealth Management
Kansas
$1.6M -$71.4K -1,386 -4%
ONB
58
Old National Bancorp
Indiana
$1.5M +$328K +6,365 +28%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.49M +$241K +4,676 +20%
DC
60
Davenport & Co
Virginia
$1.36M +$295K +5,730 +28%
SIM
61
Sadoff Investment Management
Wisconsin
$1.36M
JIR
62
James Investment Research
Ohio
$1.32M -$924K -17,952 -41%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$1.31M -$506K -9,822 -28%
HCM
64
Howard Capital Management
Georgia
$1.3M +$372K +7,222 +41%
EWM
65
Empirical Wealth Management
Washington
$1.3M
CG
66
Colony Group
Massachusetts
$1.2M -$2.99K -58 -0.3%
BRC
67
BHF RG Capital
Arizona
$1.16M -$59.5K -1,155 -5%
Creative Planning
68
Creative Planning
Kansas
$1.15M +$384K +7,466 +51%
NRI
69
NFP Retirement Inc
California
$1.13M -$107K -2,084 -9%
KL
70
KWMG LLC
Kansas
$1.13M +$120K +2,327 +12%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.12M +$40.2K +780 +4%
Deutsche Bank
72
Deutsche Bank
Germany
$1.01M -$4.33K -84 -0.4%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$1.01M -$113K -2,200 -10%
APA
74
American Portfolios Advisors
New York
$958K +$8.75K +170 +0.9%
RPWA
75
Regent Peak Wealth Advisors
Georgia
$930K -$5.15K -100 -0.6%

ITM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2020, worth a combined $1.26B — up 5.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ITM positions and 19 closed out — a net gain of 8 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Oppenheimer Asset Management, exiting entirely with an estimated $5.15M sold.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q4 2020, up 5.5% quarter-over-quarter.
  • 27 funds opened new VanEck Intermediate Muni ETF positions in Q4 2020 and 19 closed out, a net change of +8 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2020 was Bank of America, an estimated $15.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2020 was Oppenheimer Asset Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2020.