We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF
ITM

163 hedge funds and large institutions have $1.54B invested in VanEck Intermediate Muni ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $1.51B → $1.54B (+$34.6M)

0% more funds holding

Funds holding: 163 → 163 (0)

8.79% less ownership

Funds ownership: 91.77% → 82.98% (-8.8%)

30% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 64

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
163
Holders Change
–
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
45
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.4M
2
HB
HTLF Bank
Colorado
+$10.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.52M
4
DIA
Davidson Investment Advisors
Montana
+$1.84M
5
SC
Sykon Capital
New York
+$1.84M

Top Sellers

1
GIA
Goodwin Investment Advisory
Georgia
-$148M
2
Jane Street
Jane Street
New York
-$17.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.61M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$4.01M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Sykon Capital
New York
$1.86M +$1.84M +39,639 New
FCI
52
Financial Counselors Inc
Kansas
$1.77M +$11.8K +253 +0.7%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.62M -$228K -4,913 -12%
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.6M – – –
XF
55
XML Financial
Maryland
$1.46M -$2.88M -62,000 -67%
1IA
56
1620 Investment Advisors
Massachusetts
$1.44M +$9.99K +215 +0.7%
WA
57
Waverly Advisors
Alabama
$1.43M +$866K +18,651 +158%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$1.34M +$1.31M +28,301 +18,142%
Lazard Asset Management
59
Lazard Asset Management
New York
$1.32M – – –
WANY
60
Wealthspire Advisors (New York)
New York
$1.31M +$1.3M +28,002 New
OC
61
Oppenheimer & Co
New York
$1.31M -$14.8K -319 -1%
JIR
62
James Investment Research
Ohio
$1.25M -$414K -8,905 -25%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.21M +$212K +4,573 +22%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$1.19M -$70.3K -1,514 -6%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1.17M -$80.9K -1,742 -7%
EWM
66
Empirical Wealth Management
Washington
$1.14M – – –
Comerica Bank
67
Comerica Bank
Texas
$988K -$167K -3,594 -15%
FB
68
Fulton Bank
Pennsylvania
$971K +$960K +20,672 New
RPCA
69
Running Point Capital Advisors
California
$968K – – –
MML Investors Services
70
MML Investors Services
Massachusetts
$962K -$245K -5,283 -20%
WIM
71
Westside Investment Management
California
$886K +$82.6K +1,779 +10%
P
72
&Partners
Tennessee
$876K +$597K +12,842 +220%
BAAM
73
Baker Avenue Asset Management
California
$831K +$97.7K +2,104 +13%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$821K -$8.08K -174 -1%
G
75
GenTrust
Florida
$772K -$11.8K -253 -2%
1 2
3
4 5

ITM Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2024, worth a combined $1.54B — up 2.3% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ITM positions and 15 closed out — a net gain of 1 holder — while 45 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $33.4M. The largest seller was Goodwin Investment Advisory, cutting an estimated $148M.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.54B of VanEck Intermediate Muni ETF stock for Q3 2024, up 2.3% quarter-over-quarter.
  • 16 funds opened new VanEck Intermediate Muni ETF positions in Q3 2024 and 15 closed out, a net change of +1 holder.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2024 was Bank of America, an estimated $33.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2024 was Goodwin Investment Advisory, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.