We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

158 hedge funds and large institutions have $1.15B invested in VanEck Intermediate Muni ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 154158 (+4)

0.62% more ownership

Funds ownership: 70.45%71.08% (+0.62%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$39.8M)

13% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
48
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$779K +$42.9K +864 +6%
First Trust Advisors
77
First Trust Advisors
Illinois
$764K -$12.7K -255 -2%
CWM
78
Cornerstone Wealth Management
Missouri
$733K +$26K +524 +4%
Creative Planning
79
Creative Planning
Kansas
$708K -$127K -2,562 -16%
Lido Advisors
80
Lido Advisors
California
$681K +$12.9K +260 +2%
DWT
81
Dorsey & Whitney Trust
South Dakota
$652K +$27.5K +554 +5%
NFG
82
Nations Financial Group
Iowa
$652K +$130K +2,614 +26%
FFA
83
Fragasso Financial Advisors
Pennsylvania
$630K +$4.32K +87 +0.7%
SCA
84
Snowden Capital Advisors
New York
$624K -$221K -4,453 -27%
AAS
85
Avantax Advisory Services
Texas
$620K +$497 +10 +0.1%
FTS
86
Fifth Third Securities
Ohio
$599K -$22.2K -447 -4%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$560K
LF
88
Lee Financial
Texas
$535K
US Bancorp
89
US Bancorp
Minnesota
$530K +$33.7K +678 +7%
BOTW
90
Bank of the West
California
$522K -$47.3K -952 -9%
HCM
91
Howard Capital Management
Georgia
$522K +$90K +1,810 +21%
DWM
92
Darwin Wealth Management
Florida
$515K -$227K -4,567 -31%
WS
93
Wedbush Securities
California
$506K -$262K -5,272 -35%
IA
94
IFP Advisors
Florida
$477K -$264K -5,319 -36%
Comerica Bank
95
Comerica Bank
Texas
$466K +$4.82K +97 +1%
BWM
96
BT Wealth Management
Georgia
$459K
PFBT
97
Parkside Financial Bank & Trust
Missouri
$418K -$1.49K -30 -0.4%
FM
98
Foster & Motley
Ohio
$416K +$52.2K +1,051 +15%
LWM
99
Laidlaw Wealth Management
New York
$406K
GWM
100
Gray Wealth Management
Maine
$393K

ITM Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2020, worth a combined $1.15B — down 3.4% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ITM positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $15.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $30.5M sold.

  • 158 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $1.15B of VanEck Intermediate Muni ETF stock for Q2 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new VanEck Intermediate Muni ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2020 was Bank of America, an estimated $15.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2020 was Susquehanna International Group, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2020.