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VanEck Intermediate Muni ETF

148 hedge funds and large institutions have $1.21B invested in VanEck Intermediate Muni ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

0.77% more ownership

Funds ownership: 34.11%34.88% (+0.77%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$3.2M)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 150148 (-2)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
15
Increased
54
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$534K -$1.32K -28 -0.2%
Millennium Management
77
Millennium Management
New York
$509K -$16.9K -359 -3%
MFS
78
McNamara Financial Services
Massachusetts
$499K -$60K -1,271 -11%
CA
79
Cetera Advisors
Colorado
$498K
LF
80
Lee Financial
Texas
$494K -$27.1K -575 -5%
CA
81
Calton & Associates
Florida
$480K +$4.96K +105 +1%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$477K +$478K +10,132 New
IA
83
IFP Advisors
Florida
$448K
HH
84
Hilltop Holdings
Texas
$443K +$444K +9,417 New
DC
85
Davenport & Co
Virginia
$426K +$14.8K +313 +4%
FWM
86
FFT Wealth Management
Pennsylvania
$380K +$944 +20 +0.2%
PCM
87
Prelude Capital Management
New York
$376K -$794K -16,824 -68%
CB
88
Chemical Bank
Michigan
$374K +$375K +7,940 New
SIM
89
Sigma Investment Management
Oregon
$362K
RWP
90
RWA Wealth Partners
Massachusetts
$353K
PWM
91
Paulson Wealth Management
Illinois
$346K -$18.3K -388 -5%
OAM
92
Oxford Asset Management
United Kingdom
$344K +$118K +2,509 +52%
MAP
93
Milestone Advisory Partners
North Carolina
$342K -$25.1K -531 -7%
BRWA
94
B. Riley Wealth Advisors
Florida
$321K -$850 -18 -0.3%
CS
95
Comerica Securities
Michigan
$310K +$6.47K +137 +2%
HighTower Advisors
96
HighTower Advisors
Illinois
$297K +$71.4K +1,513 +32%
OFW
97
Omnia Family Wealth
Florida
$285K
AIP
98
Ameritas Investment Partners
Nebraska
$268K +$7.65K +162 +3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$230K -$590K -12,499 -72%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$224K

ITM Hedge Fund Activity: Q1 2018 in Review

148 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2018, worth a combined $1.21B — up 0.27% from $1.21B a quarter earlier.

Fund positioning in ITM was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 54 added to existing stakes and 47 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $29.5M. The largest seller was Royal Bank of Canada, cutting an estimated $15M.

  • 148 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2018, down from 150 in Q4 2017.
  • Funds reported $1.21B of VanEck Intermediate Muni ETF stock for Q1 2018, up 0.27% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $29.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2018 was Royal Bank of Canada, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2018.