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VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.52B invested in VanEck Intermediate Muni ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

29% more capital invested

Capital invested by funds: $1.18B → $1.52B (+$342M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 156163 (+7)

4.31% more ownership

Funds ownership: 74.69%79% (+4.3%)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
52
Reduced
57
Closed
20
Calls
$470K
Puts
Net Calls
+$470K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.97M +$1.93M +43,165 New
SFO
52
Stokes Family Office
Louisiana
$1.81M -$36.1K -806 -2%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.74M -$841K -18,802 -33%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M +$170K +3,805 +12%
1WM
55
1900 Wealth Management
Texas
$1.49M +$1.46M +32,692 New
EWM
56
Empirical Wealth Management
Washington
$1.46M +$211K +4,705 +17%
Lazard Asset Management
57
Lazard Asset Management
New York
$1.43M
SW
58
SteelPeak Wealth
California
$1.41M -$915K -20,448 -40%
G
59
GenTrust
Florida
$1.36M +$193K +4,303 +17%
PCWA
60
Pacific Capital Wealth Advisors
California
$1.32M -$63K -1,407 -5%
HFA
61
Highland Financial Advisors
New Jersey
$1.31M +$1.28M +28,696 New
RPCA
62
Running Point Capital Advisors
California
$1.3M +$937K +20,934 +277%
OIA
63
OneDigital Investment Advisors
Kansas
$1.29M +$138K +3,091 +12%
GIA
64
Goodwin Investment Advisory
Georgia
$1.28M -$443K -9,905 -26%
PI
65
PFS Investments
Georgia
$1.19M +$441K +9,861 +61%
Charles Schwab
66
Charles Schwab
California
$1.18M +$1.16M +25,827 New
PFBT
67
Parkside Financial Bank & Trust
Missouri
$1.09M +$222K +4,962 +26%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.07M +$764K +17,072 +263%
CIAS
69
CFS Investment Advisory Services
New Jersey
$1.02M -$48.1M -1,074,247 -98%
JFA
70
JNBA Financial Advisors
Minnesota
$1.01M -$87.7K -1,959 -8%
CPO
71
Cerity Partners OCIO
New York
$935K -$27.6K -617 -3%
BOTW
72
Bank of the West
California
$934K +$358K +7,990 +64%
NA
73
NewEdge Advisors
Louisiana
$843K -$3.67M -82,113 -74%
NRI
74
NFP Retirement Inc
California
$807K -$55.5K -1,240 -7%
CCA
75
Clearwater Capital Advisors
Illinois
$805K -$494K -11,034 -38%

ITM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2022, worth a combined $1.52B — up 29% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ITM positions and 20 closed out — a net gain of 10 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $48.9M sold.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2022, up from 156 in Q3 2022.
  • Funds reported $1.52B of VanEck Intermediate Muni ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 30 funds opened new VanEck Intermediate Muni ETF positions in Q4 2022 and 20 closed out, a net change of +10 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $164M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2022 was Jane Street, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2022.