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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.2B → $1.26B (+$66M)

4% more funds holding

Funds holding: 166172 (+6)

0.85% more ownership

Funds ownership: 71.02%71.87% (+0.85%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
27
Increased
58
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
StrategIQ Financial Group
Indiana
$915K -$36K -700 -4%
SPIA
77
Steward Partners Investment Advisory
New York
$912K -$6.64K -129 -0.7%
AA
78
Alesco Advisors
New York
$895K +$886K +17,200 New
Lido Advisors
79
Lido Advisors
California
$894K +$144K +2,798 +19%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$855K
KAS
81
Kestra Advisory Services
Texas
$797K +$790K +15,336 New
First Trust Advisors
82
First Trust Advisors
Illinois
$761K -$30.2K -586 -4%
FWM
83
FFT Wealth Management
Pennsylvania
$724K -$769K -14,940 -52%
DWT
84
Dorsey & Whitney Trust
South Dakota
$705K
USGIU
85
U.S. Global Investors (USGI)
Texas
$650K -$901K -17,500 -58%
CW
86
CreativeOne Wealth
Kansas
$650K +$234K +4,544 +57%
GM
87
GeoWealth Management
Illinois
$643K +$636K +12,358 New
FFA
88
Fragasso Financial Advisors
Pennsylvania
$636K +$2.88K +56 +0.5%
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$632K +$59.3K +1,152 +10%
TIAM2
90
Tru Independence Asset Management 2
Oregon
$625K +$619K +12,019 New
NFG
91
Nations Financial Group
Iowa
$620K -$25.3K -491 -4%
BWM
92
BCGM Wealth Management
Indiana
$565K +$556K +10,802 New
SCA
93
Snowden Capital Advisors
New York
$559K -$67.9K -1,318 -11%
US Bancorp
94
US Bancorp
Minnesota
$559K +$16.6K +322 +3%
LF
95
Lee Financial
Texas
$546K
WS
96
Wedbush Securities
California
$542K +$824 +16 +0.2%
AAS
97
Avantax Advisory Services
Texas
$537K -$96K -1,865 -15%
Citadel Advisors
98
Citadel Advisors
Florida
$525K -$1.08M -21,030 -68%
FM
99
Foster & Motley
Ohio
$502K +$75K +1,457 +18%
BOTW
100
Bank of the West
California
$498K -$33.5K -650 -6%

ITM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2020, worth a combined $1.26B — up 5.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ITM positions and 19 closed out — a net gain of 8 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Oppenheimer Asset Management, exiting entirely with an estimated $5.15M sold.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q4 2020, up 5.5% quarter-over-quarter.
  • 27 funds opened new VanEck Intermediate Muni ETF positions in Q4 2020 and 19 closed out, a net change of +8 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2020 was Bank of America, an estimated $15.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2020 was Oppenheimer Asset Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2020.