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VanEck Intermediate Muni ETF

177 hedge funds and large institutions have $1.3B invested in VanEck Intermediate Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 172177 (+5)

1.18% more ownership

Funds ownership: 71.87%73.05% (+1.2%)

3% more capital invested

Capital invested by funds: $1.26B → $1.3B (+$35.3M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
64
Reduced
46
Closed
16
Calls
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Alesco Advisors
New York
$928K +$46.5K +900 +5%
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$924K -$67.2K -1,300 -7%
Deutsche Bank
78
Deutsche Bank
Germany
$923K -$70.1K -1,357 -7%
SFG
79
StrategIQ Financial Group
Indiana
$901K
SPIA
80
Steward Partners Investment Advisory
New York
$899K +$517 +10 +0.1%
Lido Advisors
81
Lido Advisors
California
$880K -$103 -2 -0%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$859K
RPWA
83
Regent Peak Wealth Advisors
Georgia
$853K -$62.1K -1,201 -7%
FWM
84
FFT Wealth Management
Pennsylvania
$716K +$2.84K +55 +0.4%
WS
85
Wedbush Securities
California
$708K +$175K +3,382 +32%
DWT
86
Dorsey & Whitney Trust
South Dakota
$701K +$6.51K +126 +0.9%
CW
87
CreativeOne Wealth
Kansas
$674K +$34.7K +671 +5%
NFG
88
Nations Financial Group
Iowa
$641K +$31.1K +602 +5%
First Trust Advisors
89
First Trust Advisors
Illinois
$634K -$117K -2,259 -15%
FFA
90
Fragasso Financial Advisors
Pennsylvania
$630K +$3.62K +70 +0.6%
TIAM2
91
Tru Independence Asset Management 2
Oregon
$614K -$1.76K -34 -0.3%
CAWM
92
Capital Advisors Wealth Management
Washington
$576K +$581K +11,238 New
BOTW
93
Bank of the West
California
$571K +$80.9K +1,565 +16%
FTS
94
Fifth Third Securities
Ohio
$569K +$99.6K +1,928 +21%
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$564K -$59.5K -1,152 -9%
BWM
96
BCGM Wealth Management
Indiana
$560K +$982 +19 +0.2%
US Bancorp
97
US Bancorp
Minnesota
$551K
LF
98
Lee Financial
Texas
$538K
AAS
99
Avantax Advisory Services
Texas
$529K
SCA
100
Snowden Capital Advisors
New York
$488K -$63.6K -1,230 -11%

ITM Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2021, worth a combined $1.3B — up 2.8% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 16 closed out — a net gain of 5 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $22.6M. The largest seller was Truist Financial, cutting an estimated $7.41M.

  • 177 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $1.3B of VanEck Intermediate Muni ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2021 and 16 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2021 was Bank of America, an estimated $22.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2021 was Truist Financial, an estimated $7.41M sold.

Based on aggregated 13F filings for Q1 2021.