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VanEck Intermediate Muni ETF

105 hedge funds and large institutions have $1.01B invested in VanEck Intermediate Muni ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $890M → $1.01B (+$115M)

1.43% more ownership

Funds ownership: 29.52%30.95% (+1.4%)

1% more funds holding

Funds holding: 104105 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
55
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$270K +$272K +5,502 New
HB
77
Homrich & Berg
Georgia
$266K
CA
78
Cetera Advisors
Colorado
$237K -$86.6K -1,751 -27%
NFG
79
Next Financial Group
Texas
$237K +$185K +3,744 +350%
HR
80
Howe & Rusling
New York
$235K -$4.94K -100 -2%
JGIA
81
Jackson Grant Investment Advisers
Connecticut
$219K +$1.14K +23 +0.5%
ECAM
82
East Coast Asset Management
Massachusetts
$202K
PAI
83
Pittenger & Anderson Inc
Nebraska
$177K +$22.1K +448 +14%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151K +$840 +17 +0.6%
AIP
85
Ameritas Investment Partners
Nebraska
$150K -$10.3K -208 -6%
JP Morgan Chase
86
JP Morgan Chase
New York
$94K +$17.4K +351 +22%
CFA
87
Carroll Financial Associates
North Carolina
$67K
CHP
88
Cable Hill Partners
Oregon
$66K +$66.2K +1,340 New
AIM
89
Advantage Investment Management
Iowa
$63K +$2.17K +44 +4%
PFBT
90
Parkside Financial Bank & Trust
Missouri
$59K
FMII
91
Farmers & Merchants Investments Inc
Nebraska
$56K +$56.2K +1,137 New
CG
92
Cutler Group
California
$49K
AWM
93
AllSquare Wealth Management
New York
$45K -$11.3K -228 -20%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$39K +$19.2K +388 +93%
BC
95
Bartlett & Co
Ohio
$38K +$49 +1 +0.1%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$35K +$35.2K +713 New
KKAMG
97
Kernodle & Katon Asset Management Group
Arkansas
$33K
GI
98
Gradient Investments
Minnesota
$25K
FTUS
99
Flow Traders U.S.
New York
$20K +$20.5K +415 New
AIM
100
Anchor Investment Management
South Carolina
$18.6K

ITM Hedge Fund Activity: Q3 2016 in Review

105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2016, worth a combined $1.01B — up 13% from $890M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ITM positions and 6 closed out — a net gain of 2 holders — while 55 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $88.2M. The largest seller was Morgan Stanley, cutting an estimated $1.29M.

  • 105 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2016, up from 104 in Q2 2016.
  • Funds reported $1.01B of VanEck Intermediate Muni ETF stock for Q3 2016, up 13% quarter-over-quarter.
  • 8 funds opened new VanEck Intermediate Muni ETF positions in Q3 2016 and 6 closed out, a net change of +2 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2016 was Bank of America, an estimated $88.2M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2016 was Morgan Stanley, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2016.