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VanEck Intermediate Muni ETF

162 hedge funds and large institutions have $1.39B invested in VanEck Intermediate Muni ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $1.46B → $1.39B (-$65.7M)

2.84% less ownership

Funds ownership: 73.16%70.32% (-2.8%)

4% less funds holding

Funds holding: 169162 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

36% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.44M

Holders
162
Holders Change
-7
Holders Change %
-4.14%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
45
Reduced
70
Closed
22
Calls
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$754K
CAN
77
Cetera Advisor Networks
California
$743K -$138K -2,998 -16%
EFS
78
Econ Financial Services
Pennsylvania
$722K -$2.12K -46 -0.3%
AA
79
Alesco Advisors
New York
$721K
PFA
80
Petra Financial Advisors
Colorado
$713K +$713K +15,470 New
SFG
81
StrategIQ Financial Group
Indiana
$711K -$59.9K -1,300 -8%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$679K
DWT
83
Dorsey & Whitney Trust
South Dakota
$648K -$60.2K -1,306 -8%
BAAM
84
Baker Avenue Asset Management
California
$641K +$406K +8,810 +173%
MML Investors Services
85
MML Investors Services
Massachusetts
$640K +$66.5K +1,443 +12%
SSWM
86
Sheets Smith Wealth Management
North Carolina
$627K
BPA
87
Beacon Pointe Advisors
California
$624K -$82.6K -1,792 -12%
MWM
88
MY Wealth Management
Maryland
$624K
CCA
89
Clearwater Capital Advisors
Illinois
$562K -$231K -5,000 -29%
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$545K
PO
91
Private Ocean
California
$534K
AIP
92
Ameritas Investment Partners
Nebraska
$500K -$9.5K -206 -2%
FM
93
Foster & Motley
Ohio
$488K -$28.8K -624 -6%
LF
94
Lee Financial
Texas
$484K
HighTower Advisors
95
HighTower Advisors
Illinois
$471K +$470K +10,196 New
First Trust Advisors
96
First Trust Advisors
Illinois
$447K -$3.83K -83 -0.8%
KL
97
KWMG LLC
Kansas
$441K -$194K -4,212 -31%
CAWM
98
Capital Advisors Wealth Management
Washington
$432K +$62.4K +1,354 +17%
RA
99
RFG Advisory
Alabama
$423K -$50.5K -1,095 -11%
HFAS
100
Hummer Financial Advisory Services
Illinois
$403K

ITM Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2023, worth a combined $1.39B — down 4.5% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ITM and 15 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 45 added.

The largest buyer was Bank of America, adding an estimated $8.07M. The largest seller was Jane Street, cutting an estimated $30.8M.

  • 162 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2023, down from 169 in Q1 2023.
  • Funds reported $1.39B of VanEck Intermediate Muni ETF stock for Q2 2023, down 4.5% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q2 2023 and 22 closed out, a net change of -7 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2023 was Bank of America, an estimated $8.07M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2023 was Jane Street, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2023.