We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.51B invested in VanEck Intermediate Muni ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.15% more ownership

Funds ownership: 85.61%91.77% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

5% less funds holding

Funds holding: 172163 (-9)

6% less capital invested

Capital invested by funds: $1.6B → $1.51B (-$92.8M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
55
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
51
Parkside Financial Bank & Trust
Missouri
$2.29M +$506K +11,025 +28%
VC
52
Vicus Capital
Pennsylvania
$2.16M -$123K -2,683 -5%
ITB
53
Idaho Trust Bank
Idaho
$2.12M +$2.12M +46,269 New
AWA
54
Aquire Wealth Advisors
Utah
$1.88M +$6.42K +140 +0.3%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.81M -$261K -5,686 -13%
FCI
56
Financial Counselors Inc
Kansas
$1.72M -$114K -2,474 -6%
JIR
57
James Investment Research
Ohio
$1.63M +$1.01M +21,962 +161%
BFA
58
Beaumont Financial Advisors
Massachusetts
$1.56M
Lazard Asset Management
59
Lazard Asset Management
New York
$1.42M
1IA
60
1620 Investment Advisors
Massachusetts
$1.4M +$50.9K +1,110 +4%
OC
61
Oppenheimer & Co
New York
$1.29M -$143K -3,117 -10%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.23M -$1.47M -32,023 -54%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.22M
MML Investors Services
64
MML Investors Services
Massachusetts
$1.18M +$108K +2,364 +10%
RCS
65
Retirement Capital Strategies
California
$1.14M +$37.4K +814 +3%
Comerica Bank
66
Comerica Bank
Texas
$1.13M +$46 +1 +0%
EWM
67
Empirical Wealth Management
Washington
$1.11M
FTUS
68
Flow Traders U.S.
New York
$1.1M -$522K -11,365 -32%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$971K -$1.07M -23,223 -52%
RPCA
70
Running Point Capital Advisors
California
$945K
Creative Planning
71
Creative Planning
Kansas
$848K +$187K +4,079 +28%
OMC
72
Old Mission Capital
Illinois
$827K -$3.15M -68,584 -79%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$809K -$16.6K -361 -2%
WIM
74
Westside Investment Management
California
$784K +$44.8K +977 +6%
G
75
GenTrust
Florida
$765K -$316K -6,885 -29%

ITM Hedge Fund Activity: Q2 2024 in Review

163 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2024, worth a combined $1.51B — down 5.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ITM and 14 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was Goodwin Investment Advisory, adding an estimated $145M. The largest seller was Jane Street, cutting an estimated $36.5M.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $1.51B of VanEck Intermediate Muni ETF stock for Q2 2024, down 5.8% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q2 2024 and 19 closed out, a net change of -5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2024 was Goodwin Investment Advisory, an estimated $145M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2024 was Jane Street, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.