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VanEck Intermediate Muni ETF
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Overview Fund Activity

181 hedge funds and large institutions have $1.76B invested in VanEck Intermediate Muni ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
38
Increased
51
Reduced
65
Closed
19
Calls
–
Puts
$705K
Net Calls
-$705K
Net Calls Change
-$189K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$28.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.3M
5
WJA
5
Willis Johnson & Associates
Texas
$19.4M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$44.8M
2
Bank of America
2
Bank of America
North Carolina
$764M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15.6M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$1.14M +$276K +5,863 +32%
1IA
77
1834 Investment Advisors
Wisconsin
$1.09M – – –
SWM
78
SigFig Wealth Management
California
$1.06M -$777K -16,529 -42%
RCS
79
Retirement Capital Strategies
California
$1.01M +$1.01M +21,495 New
RPCA
80
Running Point Capital Advisors
California
$969K -$370K -7,874 -28%
BAAM
81
Baker Avenue Asset Management
California
$946K +$6.44K +137 +0.7%
AA
82
Alesco Advisors
New York
$915K +$179K +3,800 +24%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$911K +$457K +9,707 +100%
PAG
84
Private Advisor Group
New Jersey
$872K -$16.7K -356 -2%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$848K -$181K -3,843 -18%
OWA
86
Opal Wealth Advisors
New York
$808K +$808K +17,178 New
WIM
87
Westside Investment Management
California
$758K +$182K +3,870 +32%
PFA
88
Petra Financial Advisors
Colorado
$728K – – –
NRI
89
NFP Retirement Inc
California
$671K -$91.7K -1,950 -12%
Creative Planning
90
Creative Planning
Kansas
$667K +$1.41K +30 +0.2%
KAS
91
Kestra Advisory Services
Texas
$653K +$653K +13,877 New
SSWM
92
Sheets Smith Wealth Management
North Carolina
$640K – – –
MWM
93
MY Wealth Management
Maryland
$637K – – –
ACP
94
Aveo Capital Partners
Colorado
$614K -$1.66M -35,224 -73%
SFG
95
StrategIQ Financial Group
Indiana
$610K -$102K -2,165 -14%
AIP
96
Ameritas Investment Partners
Nebraska
$605K +$78.1K +1,661 +15%
CCA
97
Clearwater Capital Advisors
Illinois
$573K – – –
PO
98
Private Ocean
California
$546K – – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$543K -$150K -3,187 -22%
PTC
100
Private Trust Company
Ohio
$535K +$34.6K +735 +7%
2 3
4
5 6