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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.41B invested in VanEck Intermediate Muni ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 32

2% more capital invested

Capital invested by funds: $1.38B → $1.41B (+$30.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.37% less ownership

Funds ownership: 73.97%73.6% (-0.37%)

4% less funds holding

Funds holding: 179172 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
172
Holders Change
-7
Holders Change %
-3.91%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
78
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$2.08M +$1.19M +22,843 +129%
PI
52
PFS Investments
Georgia
$2.02M -$129K -2,485 -6%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.91M -$853K -16,445 -31%
CCA
54
Clearwater Capital Advisors
Illinois
$1.76M
AWM
55
Altavista Wealth Management
North Carolina
$1.73M -$1.61K -31 -0.1%
CPO
56
Cerity Partners OCIO
New York
$1.64M -$140K -2,706 -8%
PCWA
57
Pacific Capital Wealth Advisors
California
$1.59M +$208 +4 +0%
DC
58
Davenport & Co
Virginia
$1.56M +$69K +1,329 +5%
JFA
59
JNBA Financial Advisors
Minnesota
$1.55M +$119K +2,299 +8%
MWM
60
Mattern Wealth Management
Kansas
$1.49M -$26.9K -519 -2%
SIM
61
Sadoff Investment Management
Wisconsin
$1.34M
GM
62
GeoWealth Management
Illinois
$1.31M +$10.5K +202 +0.8%
LP
63
LGL Partners
Pennsylvania
$1.28M -$74.9K -1,444 -5%
EWM
64
Empirical Wealth Management
Washington
$1.28M
Barclays
65
Barclays
United Kingdom
$1.27M +$814K +15,687 +173%
FLPIM
66
F.L. Putnam Investment Management
Massachusetts
$1.25M
APA
67
American Portfolios Advisors
New York
$1.25M +$177K +3,402 +16%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.25M +$86.8K +1,672 +7%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$1.24M
CG
70
Colony Group
Massachusetts
$1.18M
LBC
71
Lowe Brockenbrough & Co
Virginia
$1.1M +$1.12M +21,490 New
Creative Planning
72
Creative Planning
Kansas
$1.03M +$112K +2,154 +12%
KL
73
KWMG LLC
Kansas
$1.01M
AA
74
Alesco Advisors
New York
$927K
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$925K +$319K +6,156 +52%

ITM Hedge Fund Activity: Q3 2021 in Review

172 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2021, worth a combined $1.41B — up 2.2% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ITM and 11 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 78 added.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was CX Institutional, cutting an estimated $7.23M.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2021, down from 179 in Q2 2021.
  • Funds reported $1.41B of VanEck Intermediate Muni ETF stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 11 funds opened new VanEck Intermediate Muni ETF positions in Q3 2021 and 17 closed out, a net change of -6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2021 was Bank of America, an estimated $13.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2021 was CX Institutional, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.