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VanEck Intermediate Muni ETF

164 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14.62% more ownership

Funds ownership: 70.32%84.94% (+15%)

1% more funds holding

Funds holding: 162164 (+2)

4% more capital invested

Capital invested by funds: $1.39B → $1.45B (+$61.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $516K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
59
Reduced
47
Closed
15
Calls
Puts
$516K
Net Calls
-$516K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$834K +$3.87K +85 +0.5%
EWM
77
Empirical Wealth Management
Washington
$812K
JIR
78
James Investment Research
Ohio
$756K
NRI
79
NFP Retirement Inc
California
$716K -$15.7K -346 -2%
BRWA
80
B. Riley Wealth Advisors
Florida
$698K +$329K +7,241 +84%
AA
81
Alesco Advisors
New York
$690K
PFA
82
Petra Financial Advisors
Colorado
$682K
SFG
83
StrategIQ Financial Group
Indiana
$668K -$13.6K -300 -2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$666K
Creative Planning
85
Creative Planning
Kansas
$624K -$245K -5,392 -28%
US Bancorp
86
US Bancorp
Minnesota
$623K -$102K -2,232 -14%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$600K
MWM
88
MY Wealth Management
Maryland
$597K
DWT
89
Dorsey & Whitney Trust
South Dakota
$564K -$58.3K -1,281 -9%
WIM
90
Westside Investment Management
California
$540K +$314K +6,900 +129%
CCA
91
Clearwater Capital Advisors
Illinois
$538K
BPA
92
Beacon Pointe Advisors
California
$529K -$70.4K -1,549 -11%
PO
93
Private Ocean
California
$512K
AIP
94
Ameritas Investment Partners
Nebraska
$494K +$16K +352 +3%
SB
95
Strategic Blueprint
Georgia
$473K +$275K +6,056 +130%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$470K -$3.71M -81,562 -88%
PTC
97
Private Trust Company
Ohio
$469K +$459K +10,099 +1,850%
LF
98
Lee Financial
Texas
$463K
MFG
99
Merit Financial Group
Georgia
$450K +$464K +10,196 New
First Trust Advisors
100
First Trust Advisors
Illinois
$427K -$728 -16 -0.2%

ITM Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2023, worth a combined $1.45B — up 4.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 15 closed out — a net gain of 6 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.7M.

  • 164 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $34.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.