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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $1.19B → $1.26B (+$62.7M)

1.77% more ownership

Funds ownership: 71.92%73.68% (+1.8%)

0% more funds holding

Funds holding: 147147 (0)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
41
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
101
Piershale Financial Group
Illinois
$251K +$247K +5,148 New
FPFS
102
First Personal Financial Services
North Carolina
$244K -$38.4K -800 -14%
VIM
103
Vista Investment Management
Pennsylvania
$235K
MWM
104
Meridian Wealth Management
Kentucky
$231K +$511K +10,648 New
RJT
105
Raymond James Trust
Florida
$230K -$1.25K -26 -0.5%
PWM
106
Paulson Wealth Management
Illinois
$217K
TA
107
TFG Advisers
Michigan
$212K +$912 +19 +0.4%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$207K +$204K +4,250 New
BCA
109
Bay Colony Advisors
Massachusetts
$205K +$201K +4,200 New
OFW
110
Omnia Family Wealth
Florida
$195K +$192K +4,000 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$167K +$164K +3,417 New
LFG
112
LifePlan Financial Group
Ohio
$123K +$89.6K +1,867 +287%
CFA
113
Carroll Financial Associates
North Carolina
$121K
BFEC
114
Benjamin F. Edwards & Company
Missouri
$115K +$75.1K +1,565 +196%
HR
115
Howe & Rusling
New York
$112K
MIM
116
Macroview Investment Management
Maryland
$111K
William Blair & Company
117
William Blair & Company
Illinois
$109K +$59.2K +1,235 +124%
JP Morgan Chase
118
JP Morgan Chase
New York
$103K
WCM
119
WealthBridge Capital Management
Ohio
$82K +$192 +4 +0.2%
FCA
120
FinTrust Capital Advisors
South Carolina
$79K
SWP
121
Strategic Wealth Partners
Ohio
$74K
Citigroup
122
Citigroup
New York
$71K
PO
123
Private Ocean
California
$61K
TFGT
124
TS Financial Group (TSFG)
Illinois
$60K +$59.1K +1,231 New
PCM
125
Prelude Capital Management
New York
$58K +$56.6K +1,179 New

ITM Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2019, worth a combined $1.26B — up 5.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ITM positions and 15 closed out — a net gain of 3 holders — while 41 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $36.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.3M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 18 funds opened new VanEck Intermediate Muni ETF positions in Q1 2019 and 15 closed out, a net change of +3 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2019 was Bank of America, an estimated $36.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2019.