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VanEck Intermediate Muni ETF

164 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14.62% more ownership

Funds ownership: 70.32%84.94% (+15%)

1% more funds holding

Funds holding: 162164 (+2)

4% more capital invested

Capital invested by funds: $1.39B → $1.45B (+$61.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $516K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
59
Reduced
47
Closed
15
Calls
Puts
$516K
Net Calls
-$516K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$1.85M -$1.09K -24 -0.1%
Northern Trust
52
Northern Trust
Illinois
$1.83M +$1.89M +41,535 New
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$1.8M +$105K +2,310 +6%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.79M -$15.7M -344,451 -89%
SWM
55
SigFig Wealth Management
California
$1.73M -$156K -3,433 -8%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.72M -$186K -4,084 -9%
VC
57
Vicus Capital
Pennsylvania
$1.71M -$34.1K -750 -2%
BFA
58
Beaumont Financial Advisors
Massachusetts
$1.69M -$133K -2,930 -7%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.55M +$740K +16,282 +86%
PFBT
60
Parkside Financial Bank & Trust
Missouri
$1.38M +$196K +4,309 +16%
FCI
61
Financial Counselors Inc
Kansas
$1.38M +$1.42M +31,198 New
Lazard Asset Management
62
Lazard Asset Management
New York
$1.38M
Comerica Bank
63
Comerica Bank
Texas
$1.36M +$1.4M +30,749 New
CAN
64
Cetera Advisor Networks
California
$1.31M +$618K +13,585 +84%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M +$1.3M +28,521 New
RPCA
66
Running Point Capital Advisors
California
$1.26M
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.26M -$556K -12,227 -30%
1IA
68
1620 Investment Advisors
Massachusetts
$1.12M +$34.3K +755 +3%
G
69
GenTrust
Florida
$1.1M +$15.4K +338 +1%
HFA
70
Highland Financial Advisors
New Jersey
$1.07M +$2.27K +50 +0.2%
1IA
71
1834 Investment Advisors
Wisconsin
$1.02M
MML Investors Services
72
MML Investors Services
Massachusetts
$1.02M +$418K +9,201 +66%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$965K -$808K -17,759 -45%
JFA
74
JNBA Financial Advisors
Minnesota
$952K -$19.7K -433 -2%
BAAM
75
Baker Avenue Asset Management
California
$881K +$276K +6,070 +44%

ITM Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2023, worth a combined $1.45B — up 4.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 15 closed out — a net gain of 6 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.7M.

  • 164 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $34.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.