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VanEck Intermediate Muni ETF
ITM

Overview Fund Activity

181 hedge funds and large institutions have $1.76B invested in VanEck Intermediate Muni ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 19 closing their positions.

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
38
Increased
51
Reduced
65
Closed
19
Calls
–
Puts
$705K
Net Calls
-$705K
Net Calls Change
-$189K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$28.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.3M
5
WJA
5
Willis Johnson & Associates
Texas
$19.4M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$44.8M
2
Bank of America
2
Bank of America
North Carolina
$764M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15.6M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
SteelPeak Wealth
California
$2.17M -$1.43M -30,386 -40%
PS
52
Principal Securities
Iowa
$2.14M +$2.14M +45,587 New
PPWP
53
Proquility Private Wealth Partners
Nevada
$2.08M -$2.1M -44,554 -50%
ITB
54
Idaho Trust Bank
Idaho
$2.07M -$546K -11,606 -21%
CAN
55
Cetera Advisor Networks
California
$2.01M +$609K +12,945 +44%
AWA
56
Aquire Wealth Advisors
Utah
$1.99M -$26.1K -556 -1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.93M +$1.79M +38,018 +1,262%
AAS
58
Avantax Advisory Services
Texas
$1.92M +$1.92M +40,741 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.9M +$245K +5,204 +15%
OC
60
Oppenheimer & Co
New York
$1.9M -$79.9K -1,699 -4%
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.78M -$20.1K -428 -1%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.77M -$63.6K -1,353 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.67M +$332K +7,064 +25%
PFBT
64
Parkside Financial Bank & Trust
Missouri
$1.58M +$105K +2,227 +7%
Lazard Asset Management
65
Lazard Asset Management
New York
$1.47M -$1.38M – –
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$1.45M +$946K +20,110 +189%
US Bancorp
67
US Bancorp
Minnesota
$1.4M +$733K +15,591 +110%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.37M -$542K -11,521 -28%
1IA
69
1620 Investment Advisors
Massachusetts
$1.3M +$96.6K +2,055 +8%
FCM
70
Family Capital Management
Michigan
$1.25M -$801K -17,036 -39%
FCI
71
Financial Counselors Inc
Kansas
$1.24M -$224K -4,759 -15%
JIR
72
James Investment Research
Ohio
$1.24M +$436K +9,278 +54%
HFA
73
Highland Financial Advisors
New Jersey
$1.23M +$92.3K +1,963 +8%
Financial Engines Advisors
74
Financial Engines Advisors
California
$1.21M +$1.21M +25,775 New
G
75
GenTrust
Florida
$1.14M -$28.7K -610 -2%
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