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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $1.19B → $1.26B (+$62.7M)

1.77% more ownership

Funds ownership: 71.92%73.68% (+1.8%)

0% more funds holding

Funds holding: 147147 (0)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
41
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$625K +$40.8K +850 +7%
FTS
77
Fifth Third Securities
Ohio
$597K -$44.1K -920 -6%
ONB
78
Old National Bancorp
Indiana
$589K +$76.1K +1,586 +15%
FFA
79
Fragasso Financial Advisors
Pennsylvania
$574K +$3.26K +68 +0.6%
ATPW
80
Ashton Thomas Private Wealth
Arizona
$569K +$559K +11,654 New
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$537K
BWM
82
Bernicke Wealth Management
Wisconsin
$524K -$72.6K -1,513 -12%
LF
83
Lee Financial
Texas
$512K
BAS
84
Brown Advisory Securities
Maryland
$501K -$173K -3,596 -26%
DC
85
Davenport & Co
Virginia
$491K +$9.6K +200 +2%
AFNAS
86
American Financial Network Advisory Services
California
$463K
CWM
87
Cornerstone Wealth Management
Missouri
$462K -$23.6K -492 -4%
NWM
88
Northwest Wealth Management
Iowa
$392K +$4.56K +95 +1%
IA
89
IFP Advisors
Florida
$381K -$112K -2,341 -23%
HighTower Advisors
90
HighTower Advisors
Illinois
$378K +$288 +6 +0.1%
AIP
91
Ameritas Investment Partners
Nebraska
$323K
BWA
92
BDO Wealth Advisors
Florida
$317K
UCFA
93
United Capital Financial Advisors
Texas
$315K +$309K +6,451 New
US Bancorp
94
US Bancorp
Minnesota
$310K -$60.2K -1,255 -17%
CS
95
Comerica Securities
Michigan
$279K +$2.73K +57 +1%
CB
96
Commerce Bank
Missouri
$274K
PFBT
97
Parkside Financial Bank & Trust
Missouri
$265K -$153K -3,190 -37%
MAP
98
Milestone Advisory Partners
North Carolina
$264K
CWM
99
CCG Wealth Management
California
$261K
EWMCB
100
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$255K

ITM Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2019, worth a combined $1.26B — up 5.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ITM positions and 15 closed out — a net gain of 3 holders — while 41 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $36.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.3M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 18 funds opened new VanEck Intermediate Muni ETF positions in Q1 2019 and 15 closed out, a net change of +3 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2019 was Bank of America, an estimated $36.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2019.