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VanEck Intermediate Muni ETF

102 hedge funds and large institutions have $875M invested in VanEck Intermediate Muni ETF in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

20% more capital invested

Capital invested by funds: $727M → $875M (+$148M)

13% more funds holding

Funds holding: 90102 (+12)

2.01% more ownership

Funds ownership: 31.03%33.04% (+2%)

Holders
102
Holders Change
+12
Holders Change %
+13.33%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
16
Increased
36
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
76
Jackson Grant Investment Advisers
Connecticut
$211K +$209K +4,400 New
IA
77
IFP Advisors
Florida
$149K +$148K +3,112 New
MCM
78
Manchester Capital Management
Vermont
$116K +$115K +2,426 New
PFBT
79
Parkside Financial Bank & Trust
Missouri
$115K
US Bancorp
80
US Bancorp
Minnesota
$115K +$22.1K +466 +24%
AIP
81
Ameritas Investment Partners
Nebraska
$112K -$13K -275 -10%
VIA
82
Vantage Investment Advisors
Pennsylvania
$105K
PAI
83
Pittenger & Anderson Inc
Nebraska
$103K +$22.6K +477 +29%
Creative Planning
84
Creative Planning
Kansas
$95K +$23.4K +493 +33%
CFA
85
Carroll Financial Associates
North Carolina
$65K
HNB
86
Huntington National Bank
Ohio
$63K
Citigroup
87
Citigroup
New York
$60K
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$55K
NFG
89
Next Financial Group
Texas
$51K
CHC
90
City Holding Co
West Virginia
$50K
AWM
91
AllSquare Wealth Management
New York
$47K
MA
92
MUFG Americas
New York
$43K -$7.11K -150 -14%
TC
93
Trust Company
Kansas
$37.2K -$4.46K -94 -11%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$34K +$8.06K +170 +31%
BC
95
Bartlett & Co
Ohio
$33K +$8.63K +182 +36%
KKAMG
96
Kernodle & Katon Asset Management Group
Arkansas
$32K +$31.7K +668 New
NR
97
Newfound Research
Massachusetts
$13K +$12.8K +271 New
JWA
98
JFS Wealth Advisors
Pennsylvania
$8K
ADL
99
Asset Dedication LLC
California
$8K +$8.34K +176 New
ACS
100
Archford Capital Strategies
Illinois
$7K

ITM Hedge Fund Activity: Q4 2015 in Review

102 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2015, worth a combined $875M — up 20% from $727M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ITM positions and 4 closed out — a net gain of 12 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $43.8M. The largest seller was Natixis Advisors, cutting an estimated $3.49M.

  • 102 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2015, up from 90 in Q3 2015.
  • Funds reported $875M of VanEck Intermediate Muni ETF stock for Q4 2015, up 20% quarter-over-quarter.
  • 16 funds opened new VanEck Intermediate Muni ETF positions in Q4 2015 and 4 closed out, a net change of +12 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2015 was Bank of America, an estimated $43.8M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2015 was Natixis Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2015.