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VanEck Intermediate Muni ETF

104 hedge funds and large institutions have $890M invested in VanEck Intermediate Muni ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

5% more funds holding

Funds holding: 99104 (+5)

5% more capital invested

Capital invested by funds: $850M → $890M (+$39.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 29.9%29.52% (-0.38%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
38
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
76
Homrich & Berg
Georgia
$269K
HR
77
Howe & Rusling
New York
$242K
JGIA
78
Jackson Grant Investment Advisers
Connecticut
$220K +$1.22K +25 +0.6%
ECAM
79
East Coast Asset Management
Massachusetts
$204K +$202K +4,115 New
AIP
80
Ameritas Investment Partners
Nebraska
$162K +$46.8K +956 +41%
PAI
81
Pittenger & Anderson Inc
Nebraska
$157K +$25.7K +524 +20%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$152K +$784 +16 +0.5%
VIA
83
Vantage Investment Advisors
Pennsylvania
$109K
JP Morgan Chase
84
JP Morgan Chase
New York
$78K +$76.6K +1,564 New
WI
85
Wintrust Investments
Illinois
$78K +$541K +11,050 New
CFA
86
Carroll Financial Associates
North Carolina
$67K
AIM
87
Advantage Investment Management
Iowa
$62K +$60.7K +1,239 New
PFBT
88
Parkside Financial Bank & Trust
Missouri
$59K
AWM
89
AllSquare Wealth Management
New York
$57K +$8.03K +164 +17%
NFG
90
Next Financial Group
Texas
$53K
CHC
91
City Holding Co
West Virginia
$52K
CG
92
Cutler Group
California
$49K +$49K +1,000 New
BC
93
Bartlett & Co
Ohio
$38K +$49 +1 +0.1%
KKAMG
94
Kernodle & Katon Asset Management Group
Arkansas
$33K +$32.7K +668 New
GI
95
Gradient Investments
Minnesota
$25K +$49 +1 +0.2%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$20K -$14.4K -295 -41%
AIM
97
Anchor Investment Management
South Carolina
$18.8K +$9.79K +200 +112%
Creative Planning
98
Creative Planning
Kansas
$14K -$69.7K -1,424 -84%
JWA
99
JFS Wealth Advisors
Pennsylvania
$9K
PO
100
Private Ocean
California
$8K

ITM Hedge Fund Activity: Q2 2016 in Review

104 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2016, worth a combined $890M — up 4.6% from $850M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ITM positions and 16 closed out — a net gain of 7 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $32.8M. The largest seller was LPL Financial, cutting an estimated $35.2M.

  • 104 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2016, up from 99 in Q1 2016.
  • Funds reported $890M of VanEck Intermediate Muni ETF stock for Q2 2016, up 4.6% quarter-over-quarter.
  • 23 funds opened new VanEck Intermediate Muni ETF positions in Q2 2016 and 16 closed out, a net change of +7 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2016 was Bank of America, an estimated $32.8M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2016 was LPL Financial, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2016.