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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

37.01% more ownership

Funds ownership: 34.9%71.92% (+37%)

11% more funds holding

Funds holding: 132147 (+15)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$29.7M)

24% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 58

Holders
147
Holders Change
+15
Holders Change %
+11.36%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
35
Increased
44
Reduced
58
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$609K -$19.3M -414,982 -97%
BWM
77
Bernicke Wealth Management
Wisconsin
$582K -$908K -19,502 -61%
Creative Planning
78
Creative Planning
Kansas
$568K -$58.3K -1,252 -9%
FFA
79
Fragasso Financial Advisors
Pennsylvania
$555K +$273K +5,855 +100%
CIM
80
Confluence Investment Management
Missouri
$548K +$538K +11,547 New
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$522K
OAM
82
Oxford Asset Management
United Kingdom
$517K +$507K +10,882 New
AIC
83
Ameritas Investment Company
Nebraska
$515K +$505K +10,852 New
LF
84
Lee Financial
Texas
$498K
ONB
85
Old National Bancorp
Indiana
$498K +$148K +3,174 +43%
IA
86
IFP Advisors
Florida
$483K +$7.31K +157 +2%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$481K -$47 -1 -0%
DC
88
Davenport & Co
Virginia
$468K +$69.8K +1,499 +18%
AFNAS
89
American Financial Network Advisory Services
California
$451K -$47 -1 -0%
Northern Trust
90
Northern Trust
Illinois
$448K +$146K +3,130 +50%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$409K +$279K +5,986 +227%
NWM
92
Northwest Wealth Management
Iowa
$377K -$279 -6 -0.1%
SIM
93
Sigma Investment Management
Oregon
$370K +$4.47K +96 +1%
HighTower Advisors
94
HighTower Advisors
Illinois
$367K +$361K +7,748 New
US Bancorp
95
US Bancorp
Minnesota
$361K -$93 -2 -0%
AIP
96
Ameritas Investment Partners
Nebraska
$314K +$308K +6,619 New
BWA
97
BDO Wealth Advisors
Florida
$309K +$303K +6,500 New
FPFS
98
First Personal Financial Services
North Carolina
$275K -$50.1K -1,075 -16%
CS
99
Comerica Securities
Michigan
$270K +$264K +5,670 New
CB
100
Commerce Bank
Missouri
$267K -$47 -1 -0%

ITM Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2018, worth a combined $1.19B — up 2.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITM positions and 18 closed out — a net gain of 17 holders — while 44 added to existing stakes and 58 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $28.1M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2018, up from 132 in Q3 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q4 2018, up 2.6% quarter-over-quarter.
  • 35 funds opened new VanEck Intermediate Muni ETF positions in Q4 2018 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $16.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2018 was Bank of America, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2018.