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VanEck Intermediate Muni ETF

162 hedge funds and large institutions have $1.39B invested in VanEck Intermediate Muni ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $1.46B → $1.39B (-$65.7M)

2.84% less ownership

Funds ownership: 73.16%70.32% (-2.8%)

4% less funds holding

Funds holding: 169162 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

36% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.44M

Holders
162
Holders Change
-7
Holders Change %
-4.14%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
45
Reduced
70
Closed
22
Calls
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SigFig Wealth Management
California
$1.96M -$160K -3,474 -8%
OC
52
Oppenheimer & Co
New York
$1.94M -$710K -15,399 -27%
OIA
53
OneDigital Investment Advisors
Kansas
$1.92M +$375K +8,131 +24%
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.9M
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.87M -$469K -10,165 -20%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.83M +$13.6K +295 +0.7%
VC
57
Vicus Capital
Pennsylvania
$1.82M -$278K -6,038 -13%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$1.78M -$6.18K -134 -0.3%
Lazard Asset Management
59
Lazard Asset Management
New York
$1.44M
RPCA
60
Running Point Capital Advisors
California
$1.31M
GIA
61
Goodwin Investment Advisory
Georgia
$1.29M -$20.3K -440 -2%
Prudential Financial
62
Prudential Financial
New Jersey
$1.27M +$821K +17,800 +183%
PFBT
63
Parkside Financial Bank & Trust
Missouri
$1.25M +$85K +1,843 +7%
1IA
64
1620 Investment Advisors
Massachusetts
$1.14M -$18.2K -395 -2%
G
65
GenTrust
Florida
$1.13M -$172K -3,735 -13%
HFA
66
Highland Financial Advisors
New Jersey
$1.11M -$238K -5,156 -18%
1IA
67
1834 Investment Advisors
Wisconsin
$1.07M +$506K +10,971 +90%
JFA
68
JNBA Financial Advisors
Minnesota
$1.01M -$62.6K -1,357 -6%
Cerity Partners
69
Cerity Partners
New York
$940K +$941K +20,409 New
Creative Planning
70
Creative Planning
Kansas
$901K +$163K +3,529 +22%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$874K -$156K -3,388 -15%
PAG
72
Private Advisor Group
New Jersey
$867K -$65K -1,409 -7%
EWM
73
Empirical Wealth Management
Washington
$848K -$275K -5,955 -24%
JIR
74
James Investment Research
Ohio
$790K +$381K +8,267 +93%
NRI
75
NFP Retirement Inc
California
$763K -$19.7K -427 -3%

ITM Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2023, worth a combined $1.39B — down 4.5% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ITM and 15 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 45 added.

The largest buyer was Bank of America, adding an estimated $8.07M. The largest seller was Jane Street, cutting an estimated $30.8M.

  • 162 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2023, down from 169 in Q1 2023.
  • Funds reported $1.39B of VanEck Intermediate Muni ETF stock for Q2 2023, down 4.5% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q2 2023 and 22 closed out, a net change of -7 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2023 was Bank of America, an estimated $8.07M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2023 was Jane Street, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2023.