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VanEck Intermediate Muni ETF

184 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more funds holding

Funds holding: 172184 (+12)

1.55% more ownership

Funds ownership: 73.6%75.14% (+1.5%)

3% more capital invested

Capital invested by funds: $1.41B → $1.45B (+$38M)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
184
Holders Change
+12
Holders Change %
+6.98%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
57
Reduced
59
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$1.05M +$1.05M +20,566 New
Creative Planning
77
Creative Planning
Kansas
$1.03M +$1.69K +33 +0.2%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$1.01M +$180K +3,525 +22%
KL
79
KWMG LLC
Kansas
$970K -$44.6K -871 -4%
FTUS
80
Flow Traders U.S.
New York
$963K +$962K +18,790 New
HCM
81
Howard Capital Management
Georgia
$905K +$19.1K +374 +2%
SPIA
82
Steward Partners Investment Advisory
New York
$903K -$461 -9 -0.1%
Lido Advisors
83
Lido Advisors
California
$901K +$3.07K +60 +0.3%
CCMD
84
Cypress Capital Management (Delaware)
Delaware
$861K +$859K +16,792 New
AWM
85
Axxcess Wealth Management
California
$853K +$851K +16,636 New
AA
86
Alesco Advisors
New York
$846K -$81.9K -1,600 -9%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$841K
SFG
88
StrategIQ Financial Group
Indiana
$814K -$5.12K -100 -0.6%
WS
89
Wedbush Securities
California
$785K +$20.5K +401 +3%
RWB
90
RMR Wealth Builders
New Jersey
$753K +$752K +14,685 New
NFG
91
Nations Financial Group
Iowa
$751K +$2.3K +45 +0.3%
CIAS
92
CFS Investment Advisory Services
New Jersey
$732K +$757K +14,792 New
US Bancorp
93
US Bancorp
Minnesota
$719K +$30.1K +589 +4%
First Trust Advisors
94
First Trust Advisors
Illinois
$684K +$24.6K +481 +4%
RPWA
95
Regent Peak Wealth Advisors
Georgia
$670K -$141K -2,755 -17%
DWT
96
Dorsey & Whitney Trust
South Dakota
$665K +$19.8K +387 +3%
FFA
97
Fragasso Financial Advisors
Pennsylvania
$639K +$3.43K +67 +0.5%
PA
98
PFG Advisors
Arizona
$634K -$143K -2,800 -18%
TIAM2
99
Tru Independence Asset Management 2
Oregon
$601K -$17.8K -348 -3%
AIP
100
Ameritas Investment Partners
Nebraska
$598K +$105K +2,048 +21%

ITM Hedge Fund Activity: Q4 2021 in Review

184 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2021, worth a combined $1.45B — up 2.7% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ITM positions and 10 closed out — a net gain of 14 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $23.5M. The largest seller was VanEck Associates, cutting an estimated $14.9M.

  • 184 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2021, up from 172 in Q3 2021.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q4 2021, up 2.7% quarter-over-quarter.
  • 24 funds opened new VanEck Intermediate Muni ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2021 was Bank of America, an estimated $23.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2021 was VanEck Associates, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.