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VanEck Intermediate Muni ETF

177 hedge funds and large institutions have $1.3B invested in VanEck Intermediate Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 172177 (+5)

1.18% more ownership

Funds ownership: 71.87%73.05% (+1.2%)

3% more capital invested

Capital invested by funds: $1.26B → $1.3B (+$35.3M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
64
Reduced
46
Closed
16
Calls
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$1.95M
CCA
52
Clearwater Capital Advisors
Illinois
$1.89M -$1.9M -36,745 -50%
CWM
53
Cornerstone Wealth Management
Missouri
$1.88M +$116K +2,246 +7%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.82M +$1.83M +35,485 New
ONB
55
Old National Bancorp
Indiana
$1.77M +$290K +5,620 +19%
Citadel Advisors
56
Citadel Advisors
Florida
$1.77M +$1.26M +24,414 +242%
AWM
57
Altavista Wealth Management
North Carolina
$1.73M
OMC
58
Old Mission Capital
Illinois
$1.71M +$1.72M +33,288 New
CPO
59
Cerity Partners OCIO
New York
$1.61M -$48.8K -945 -3%
PCWA
60
Pacific Capital Wealth Advisors
California
$1.59M -$42.9K -830 -3%
JFA
61
JNBA Financial Advisors
Minnesota
$1.58M -$24.9K -482 -2%
MWM
62
Mattern Wealth Management
Kansas
$1.57M -$5.17K -100 -0.3%
DC
63
Davenport & Co
Virginia
$1.47M +$132K +2,549 +10%
SIM
64
Sadoff Investment Management
Wisconsin
$1.34M
JIR
65
James Investment Research
Ohio
$1.3M
HCM
66
Howard Capital Management
Georgia
$1.25M -$43.7K -846 -3%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$1.24M -$51.7K -1,000 -4%
CG
68
Colony Group
Massachusetts
$1.18M
NRI
69
NFP Retirement Inc
California
$1.11M
Creative Planning
70
Creative Planning
Kansas
$1.1M -$32.7K -632 -3%
APA
71
American Portfolios Advisors
New York
$1.06M +$119K +2,298 +12%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.06M -$42.9K -831 -4%
KL
73
KWMG LLC
Kansas
$1.04M -$66.4K -1,286 -6%
EWM
74
Empirical Wealth Management
Washington
$1M -$282K -5,448 -22%
Jane Street
75
Jane Street
New York
$946K -$2.13M -41,300 -69%

ITM Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2021, worth a combined $1.3B — up 2.8% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 16 closed out — a net gain of 5 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $22.6M. The largest seller was Truist Financial, cutting an estimated $7.41M.

  • 177 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $1.3B of VanEck Intermediate Muni ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2021 and 16 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2021 was Bank of America, an estimated $22.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2021 was Truist Financial, an estimated $7.41M sold.

Based on aggregated 13F filings for Q1 2021.