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VanEck Intermediate Muni ETF

154 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 150154 (+4)

2.65% less ownership

Funds ownership: 73.1%70.45% (-2.6%)

13% less capital invested

Capital invested by funds: $1.36B → $1.19B (-$174M)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$749K -$32.5K -650 -4%
WS
77
Wedbush Securities
California
$747K +$761K +15,206 New
IA
78
IFP Advisors
Florida
$730K +$24.2K +484 +3%
SFG
79
StrategIQ Financial Group
Indiana
$728K +$25K +500 +3%
DWM
80
Darwin Wealth Management
Florida
$721K +$2.6K +52 +0.4%
SPIA
81
Steward Partners Investment Advisory
New York
$709K -$155K -3,095 -18%
CWM
82
Cornerstone Wealth Management
Missouri
$681K -$73.1K -1,459 -10%
AWE
83
Avidian Wealth Enterprises
Texas
$664K +$677K +13,518 New
Lido Advisors
84
Lido Advisors
California
$644K -$685K -13,686 -51%
DWT
85
Dorsey & Whitney Trust
South Dakota
$602K -$796K -15,902 -57%
FTS
86
Fifth Third Securities
Ohio
$600K -$73.3K -1,464 -11%
AAS
87
Avantax Advisory Services
Texas
$599K +$32K +640 +6%
FFA
88
Fragasso Financial Advisors
Pennsylvania
$591K +$3.96K +79 +0.7%
BOTW
89
Bank of the West
California
$550K -$27.2K -543 -5%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$540K
LF
91
Lee Financial
Texas
$516K
NFG
92
Nations Financial Group
Iowa
$500K -$160K -3,200 -24%
US Bancorp
93
US Bancorp
Minnesota
$478K -$91.3K -1,824 -16%
NRI
94
NFP Retirement Inc
California
$474K +$483K +9,649 New
SW
95
SVB Wealth
Massachusetts
$465K -$150K -3,004 -24%
BWM
96
BT Wealth Management
Georgia
$442K +$451K +9,006 New
Comerica Bank
97
Comerica Bank
Texas
$432K -$49.2K -982 -10%
BRWM
98
B. Riley Wealth Management
Tennessee
$426K +$434K +8,667 New
HCM
99
Howard Capital Management
Georgia
$418K +$422K +8,426 New
PFBT
100
Parkside Financial Bank & Trust
Missouri
$405K -$11.5K -229 -3%

ITM Hedge Fund Activity: Q1 2020 in Review

154 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2020, worth a combined $1.19B — down 13% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ITM positions and 20 closed out — a net gain of 6 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $35.3M. The largest seller was Bank of America, cutting an estimated $275M.

  • 154 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2020, up from 150 in Q4 2019.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new VanEck Intermediate Muni ETF positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2020 was M&T Bank, an estimated $35.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2020 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2020.