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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

37.01% more ownership

Funds ownership: 34.9%71.92% (+37%)

11% more funds holding

Funds holding: 132147 (+15)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$29.7M)

24% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 58

Holders
147
Holders Change
+15
Holders Change %
+11.36%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
35
Increased
44
Reduced
58
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
101
Milestone Advisory Partners
North Carolina
$258K -$75.4K -1,619 -23%
CWM
102
CCG Wealth Management
California
$254K +$249K +5,351 New
EWMCB
103
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$248K -$47 -1 -0%
VIM
104
Vista Investment Management
Pennsylvania
$228K +$224K +4,810 New
RJT
105
Raymond James Trust
Florida
$225K -$47 -1 -0%
PWM
106
Paulson Wealth Management
Illinois
$212K -$34.5K -741 -14%
TA
107
TFG Advisers
Michigan
$205K +$202K +4,329 New
JIR
108
James Investment Research
Ohio
$171K
CFA
109
Carroll Financial Associates
North Carolina
$118K -$47 -1 -0%
WIM
110
Westside Investment Management
California
$116K +$114K +2,450 New
HR
111
Howe & Rusling
New York
$109K
MIM
112
Macroview Investment Management
Maryland
$108K -$47 -1 -0%
JP Morgan Chase
113
JP Morgan Chase
New York
$101K -$47 -1 -0%
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$87.1K -$1.12M -24,093 -93%
WCM
115
WealthBridge Capital Management
Ohio
$79K +$77.1K +1,656 New
FCA
116
FinTrust Capital Advisors
South Carolina
$77K +$75.5K +1,622 New
SWP
117
Strategic Wealth Partners
Ohio
$76K +$70.4K +1,512 New
Citigroup
118
Citigroup
New York
$69K -$27.4K -588 -29%
PO
119
Private Ocean
California
$60K +$18.7K +401 +47%
PA
120
Perennial Advisors
New York
$50K -$47 -1 -0.1%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$50K +$7.68K +165 +19%
William Blair & Company
122
William Blair & Company
Illinois
$47K
FANJ
123
Financial Architects (New Jersey)
New Jersey
$47K +$23.1K +496 +98%
MA
124
MCF Advisors
Kentucky
$46K -$47 -1 -0.1%
CFD
125
Creative Financial Designs
Indiana
$45K -$47 -1 -0.1%

ITM Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2018, worth a combined $1.19B — up 2.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITM positions and 18 closed out — a net gain of 17 holders — while 44 added to existing stakes and 58 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $28.1M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2018, up from 132 in Q3 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q4 2018, up 2.6% quarter-over-quarter.
  • 35 funds opened new VanEck Intermediate Muni ETF positions in Q4 2018 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $16.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2018 was Bank of America, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2018.