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VanEck Intermediate Muni ETF

150 hedge funds and large institutions have $1.36B invested in VanEck Intermediate Muni ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

4% more funds holding

Funds holding: 144150 (+6)

1.18% more ownership

Funds ownership: 71.93%73.1% (+1.2%)

0% less capital invested

Capital invested by funds: $1.36B → $1.36B (-$3.13K)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
22
Increased
52
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
76
Fifth Third Securities
Ohio
$689K -$52.5K -1,044 -7%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$686K -$4.29M -85,323 -86%
NFG
78
Nations Financial Group
Iowa
$672K +$1.56K +31 +0.2%
DC
79
Davenport & Co
Virginia
$656K +$21.4K +425 +3%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$627K
SW
81
SVB Wealth
Massachusetts
$627K +$15.3K +304 +2%
IAN
82
Integrated Advisors Network
Texas
$627K +$627K +12,478 New
CI
83
CX Institutional
Indiana
$610K -$12.4M -247,496 -95%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$600K +$3.17K +63 +0.5%
BOTW
85
Bank of the West
California
$590K -$16.7K -333 -3%
NWM
86
Northwest Wealth Management
Iowa
$588K +$106K +2,108 +22%
US Bancorp
87
US Bancorp
Minnesota
$581K
AAS
88
Avantax Advisory Services
Texas
$579K +$580K +11,535 New
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$553K
LF
90
Lee Financial
Texas
$527K
BWM
91
Bernicke Wealth Management
Wisconsin
$522K
Comerica Bank
92
Comerica Bank
Texas
$508K -$230K -4,574 -32%
HFAS
93
Hummer Financial Advisory Services
Illinois
$440K +$440K +8,750 New
PFBT
94
Parkside Financial Bank & Trust
Missouri
$425K +$119K +2,378 +39%
LWM
95
Laidlaw Wealth Management
New York
$400K +$400K +7,971 New
IAA
96
Independent Advisor Alliance
North Carolina
$384K +$384K +7,640 New
ATPW
97
Ashton Thomas Private Wealth
Arizona
$340K -$238K -4,738 -41%
MA
98
MUFG Americas
New York
$331K -$677K -13,469 -67%
AIP
99
Ameritas Investment Partners
Nebraska
$327K +$1K +20 +0.3%
BWA
100
BDO Wealth Advisors
Florida
$326K

ITM Hedge Fund Activity: Q4 2019 in Review

150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2019, worth a combined $1.36B — down 0% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ITM positions and 13 closed out — a net gain of 9 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.2M. The largest seller was CX Institutional, cutting an estimated $12.4M.

  • 150 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $1.36B of VanEck Intermediate Muni ETF stock for Q4 2019, down 0% quarter-over-quarter.
  • 22 funds opened new VanEck Intermediate Muni ETF positions in Q4 2019 and 13 closed out, a net change of +9 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2019 was Truist Financial, an estimated $20.2M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2019 was CX Institutional, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2019.