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VanEck Intermediate Muni ETF

122 hedge funds and large institutions have $1.02B invested in VanEck Intermediate Muni ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more capital invested

Capital invested by funds: $910M → $1.02B (+$105M)

2.06% more ownership

Funds ownership: 30.54%32.6% (+2.1%)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 125122 (-3)

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
13
Increased
42
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
FFT Wealth Management
Pennsylvania
$375K +$794 +17 +0.2%
PAG
77
Private Advisor Group
New Jersey
$362K +$57.6K +1,233 +19%
SIM
78
Sigma Investment Management
Oregon
$361K -$5.6M -119,984 -94%
RWP
79
RWA Wealth Partners
Massachusetts
$352K +$350K +7,500 New
VIA
80
Vantage Investment Advisors
Pennsylvania
$327K -$38.5K -824 -11%
IPC
81
Independent Portfolio Consultants
Florida
$325K +$324K +6,943 New
ICOA
82
Investment Centers of America
North Dakota
$314K
NWM
83
Northwest Wealth Management
Iowa
$309K +$81.6K +1,747 +36%
Creative Planning
84
Creative Planning
Kansas
$303K +$93 +2 +0%
IA
85
IFP Advisors
Florida
$300K -$24.5K -524 -8%
OFW
86
Omnia Family Wealth
Florida
$283K
EWMCB
87
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$279K
BlackRock
88
BlackRock
New York
$257K -$4.01K -86 -2%
HB
89
Homrich & Berg
Georgia
$254K
UBS AM
90
UBS AM
Illinois
$237K +$92.4K +1,980 +64%
DC
91
Davenport & Co
Virginia
$217K
AIP
92
Ameritas Investment Partners
Nebraska
$216K -$25.8K -553 -11%
Edgewood Management
93
Edgewood Management
Connecticut
$211K
HR
94
Howe & Rusling
New York
$204K -$19.8K -425 -9%
Citigroup
95
Citigroup
New York
$190K -$37K -793 -16%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$186K -$116K -2,490 -39%
PFBT
97
Parkside Financial Bank & Trust
Missouri
$180K -$1.5M -32,185 -89%
CHP
98
Cable Hill Partners
Oregon
$154K +$90.9K +1,948 +145%
MA
99
MCF Advisors
Kentucky
$153K +$152K +3,255 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127K -$21.4K -459 -14%

ITM Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2017, worth a combined $1.02B — up 12% from $910M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ITM and 13 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 42 added.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Raymond James & Associates, cutting an estimated $32.7M.

  • 122 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2017, down from 125 in Q4 2016.
  • Funds reported $1.02B of VanEck Intermediate Muni ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 13 funds opened new VanEck Intermediate Muni ETF positions in Q1 2017 and 14 closed out, a net change of -1 holder.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2017 was Bank of America, an estimated $110M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2017 was Raymond James & Associates, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2017.