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VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.51B invested in VanEck Intermediate Muni ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.15% more ownership

Funds ownership: 85.61%91.77% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

5% less funds holding

Funds holding: 172163 (-9)

6% less capital invested

Capital invested by funds: $1.6B → $1.51B (-$92.8M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
55
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
76
Family Capital Management
Michigan
$750K -$262K -5,713 -26%
CL
77
Choreo LLC
Illinois
$741K +$744K +16,220 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$740K -$1.09M -23,809 -60%
PAG
79
Private Advisor Group
New Jersey
$724K -$33.3K -726 -4%
BAAM
80
Baker Avenue Asset Management
California
$715K -$21.5K -468 -3%
PFA
81
Petra Financial Advisors
Colorado
$709K
AA
82
Alesco Advisors
New York
$699K -$45K -980 -6%
1IA
83
1834 Investment Advisors
Wisconsin
$661K
SSWM
84
Sheets Smith Wealth Management
North Carolina
$623K
CIAS
85
CFS Investment Advisory Services
New Jersey
$620K +$161K +3,503 +35%
WA
86
Waverly Advisors
Alabama
$541K +$41.4K +902 +8%
AIP
87
Ameritas Investment Partners
Nebraska
$540K -$24.3K -530 -4%
CCA
88
Clearwater Capital Advisors
Illinois
$535K
PO
89
Private Ocean
California
$532K
PTC
90
Private Trust Company
Ohio
$531K -$1.01K -22 -0.2%
Financial Engines Advisors
91
Financial Engines Advisors
California
$519K -$84.1K -1,832 -14%
ACP
92
Aveo Capital Partners
Colorado
$509K -$24.7K -539 -5%
FLPIM
93
F.L. Putnam Investment Management
Massachusetts
$498K +$219K +4,765 +78%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$488K +$2.8K +61 +0.6%
NRI
95
NFP Retirement Inc
California
$484K -$189K -4,124 -28%
LF
96
Lee Financial
Texas
$481K
First Trust Advisors
97
First Trust Advisors
Illinois
$480K +$7.89K +172 +2%
AWS
98
Atria Wealth Solutions
New York
$475K +$5.64K +123 +1%
OIA
99
Optimum Investment Advisors
Illinois
$470K
US Bancorp
100
US Bancorp
Minnesota
$468K

ITM Hedge Fund Activity: Q2 2024 in Review

163 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2024, worth a combined $1.51B — down 5.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ITM and 14 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was Goodwin Investment Advisory, adding an estimated $145M. The largest seller was Jane Street, cutting an estimated $36.5M.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $1.51B of VanEck Intermediate Muni ETF stock for Q2 2024, down 5.8% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q2 2024 and 19 closed out, a net change of -5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2024 was Goodwin Investment Advisory, an estimated $145M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2024 was Jane Street, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.