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VanEck Intermediate Muni ETF

151 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2% more funds holding

Funds holding: 148151 (+3)

0.73% more ownership

Funds ownership: 34.88%35.61% (+0.73%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$21.5M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
39
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
76
First Allied Advisory Services
California
$548K -$151K -3,217 -22%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$519K -$28.8M -614,248 -98%
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$518K -$469K -10,000 -48%
Creative Planning
79
Creative Planning
Kansas
$517K -$17.6K -375 -3%
FPFS
80
First Personal Financial Services
North Carolina
$500K -$83.3K -1,775 -14%
LF
81
Lee Financial
Texas
$495K
IA
82
IFP Advisors
Florida
$481K +$41.6K +886 +10%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$477K
CA
84
Cetera Advisors
Colorado
$469K -$28.4K -605 -6%
DC
85
Davenport & Co
Virginia
$426K
FWM
86
FFT Wealth Management
Pennsylvania
$382K +$986 +21 +0.3%
TSS
87
Two Sigma Securities
New York
$378K +$376K +8,019 New
US Bancorp
88
US Bancorp
Minnesota
$376K -$1.46M -31,012 -80%
CB
89
Chemical Bank
Michigan
$374K
NWM
90
Northwest Wealth Management
Iowa
$367K +$161K +3,433 +79%
SIM
91
Sigma Investment Management
Oregon
$363K
RWP
92
RWA Wealth Partners
Massachusetts
$353K
MAP
93
Milestone Advisory Partners
North Carolina
$342K
PAG
94
Private Advisor Group
New Jersey
$337K +$337K +7,171 New
HH
95
Hilltop Holdings
Texas
$336K -$107K -2,287 -24%
MFS
96
McNamara Financial Services
Massachusetts
$332K -$167K -3,557 -34%
BRWA
97
B. Riley Wealth Advisors
Florida
$322K +$469 +10 +0.1%
CS
98
Comerica Securities
Michigan
$306K -$4.74K -101 -2%
HighTower Advisors
99
HighTower Advisors
Illinois
$288K -$9.29K -198 -3%
OFW
100
Omnia Family Wealth
Florida
$285K

ITM Hedge Fund Activity: Q2 2018 in Review

151 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2018, worth a combined $1.19B — down 1.8% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ITM positions and 15 closed out — a net gain of 5 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $16.1M. The largest seller was Susquehanna International Group, cutting an estimated $28.8M.

  • 151 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q2 2018, down 1.8% quarter-over-quarter.
  • 20 funds opened new VanEck Intermediate Muni ETF positions in Q2 2018 and 15 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $16.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2018 was Susquehanna International Group, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2018.