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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.41B invested in VanEck Intermediate Muni ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 32

2% more capital invested

Capital invested by funds: $1.38B → $1.41B (+$30.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.37% less ownership

Funds ownership: 73.97%73.6% (-0.37%)

4% less funds holding

Funds holding: 179172 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
172
Holders Change
-7
Holders Change %
-3.91%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
78
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$902K +$6.33K +122 +0.7%
Lido Advisors
77
Lido Advisors
California
$897K +$15.4K +296 +2%
HCM
78
Howard Capital Management
Georgia
$885K +$897K +17,278 New
SFG
79
StrategIQ Financial Group
Indiana
$818K
RPWA
80
Regent Peak Wealth Advisors
Georgia
$811K -$5.29K -102 -0.6%
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$810K
PA
82
PFG Advisors
Arizona
$777K +$175K +3,379 +29%
WS
83
Wedbush Securities
California
$764K +$22.7K +437 +3%
CW
84
CreativeOne Wealth
Kansas
$755K +$34.2K +659 +5%
NFG
85
Nations Financial Group
Iowa
$749K +$2.39K +46 +0.3%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$744K
US Bancorp
87
US Bancorp
Minnesota
$689K +$115K +2,214 +20%
CAWM
88
Capital Advisors Wealth Management
Washington
$668K +$90.7K +1,748 +15%
First Trust Advisors
89
First Trust Advisors
Illinois
$659K +$57.8K +1,113 +9%
DWT
90
Dorsey & Whitney Trust
South Dakota
$644K +$55.6K +1,072 +9%
FFA
91
Fragasso Financial Advisors
Pennsylvania
$635K +$2.7K +52 +0.4%
RSWM
92
Robertson Stephens Wealth Management
California
$618K
TIAM2
93
Tru Independence Asset Management 2
Oregon
$618K +$2.6K +50 +0.4%
Comerica Bank
94
Comerica Bank
Texas
$578K +$284K +5,481 +95%
NRI
95
NFP Retirement Inc
California
$570K -$1.1M -21,239 -66%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$564K
BWM
97
BCGM Wealth Management
Indiana
$555K +$1.45K +28 +0.3%
FAFN
98
First Affirmative Financial Network
Colorado
$544K +$551K +10,625 New
LF
99
Lee Financial
Texas
$538K
AAS
100
Avantax Advisory Services
Texas
$529K

ITM Hedge Fund Activity: Q3 2021 in Review

172 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2021, worth a combined $1.41B — up 2.2% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ITM and 11 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 78 added.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was CX Institutional, cutting an estimated $7.23M.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2021, down from 179 in Q2 2021.
  • Funds reported $1.41B of VanEck Intermediate Muni ETF stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 11 funds opened new VanEck Intermediate Muni ETF positions in Q3 2021 and 17 closed out, a net change of -6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2021 was Bank of America, an estimated $13.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2021 was CX Institutional, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.