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VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.52B invested in VanEck Intermediate Muni ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

29% more capital invested

Capital invested by funds: $1.18B → $1.52B (+$342M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 156163 (+7)

4.31% more ownership

Funds ownership: 74.69%79% (+4.3%)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
52
Reduced
57
Closed
20
Calls
$470K
Puts
Net Calls
+$470K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Petra Financial Advisors
Colorado
$797K +$783K +17,485 New
EFS
77
Econ Financial Services
Pennsylvania
$789K +$775K +17,307 New
CAN
78
Cetera Advisor Networks
California
$782K +$508K +11,354 +196%
Citadel Advisors
79
Citadel Advisors
Florida
$766K +$752K +16,797 New
VanEck Associates
80
VanEck Associates
New York
$755K -$268K -5,989 -27%
Creative Planning
81
Creative Planning
Kansas
$746K +$17.5K +390 +2%
BPA
82
Beacon Pointe Advisors
California
$725K -$27.8K -621 -4%
AA
83
Alesco Advisors
New York
$714K +$10.1K +225 +1%
SFG
84
StrategIQ Financial Group
Indiana
$688K +$151K +3,385 +29%
KL
85
KWMG LLC
Kansas
$682K -$120K -2,686 -15%
PAG
86
Private Advisor Group
New Jersey
$674K +$913K +20,404 New
MML Investors Services
87
MML Investors Services
Massachusetts
$654K -$290K -6,472 -31%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$620K -$254K -5,678 -29%
MWM
89
MY Wealth Management
Maryland
$617K
T
90
TCWP
Ohio
$617K +$52.3K +1,169 +9%
RWA
91
Redhawk Wealth Advisors
Minnesota
$585K +$574K +12,823 New
DWT
92
Dorsey & Whitney Trust
South Dakota
$551K +$63.4K +1,416 +13%
GM
93
GeoWealth Management
Illinois
$542K -$804K -17,962 -60%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$540K -$544K -12,164 -51%
PO
95
Private Ocean
California
$529K +$519K +11,601 New
1IA
96
1834 Investment Advisors
Wisconsin
$510K +$500K +11,179 New
FMWA
97
Forvis Mazars Wealth Advisors
Missouri
$502K
WS
98
Wedbush Securities
California
$495K -$81.8K -1,827 -14%
FM
99
Foster & Motley
Ohio
$494K -$108K -2,412 -18%
SB
100
Simmons Bank
Arkansas
$486K

ITM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2022, worth a combined $1.52B — up 29% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ITM positions and 20 closed out — a net gain of 10 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $48.9M sold.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2022, up from 156 in Q3 2022.
  • Funds reported $1.52B of VanEck Intermediate Muni ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 30 funds opened new VanEck Intermediate Muni ETF positions in Q4 2022 and 20 closed out, a net change of +10 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $164M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2022 was Jane Street, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2022.