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VanEck Intermediate Muni ETF

154 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 150154 (+4)

2.65% less ownership

Funds ownership: 73.1%70.45% (-2.6%)

13% less capital invested

Capital invested by funds: $1.36B → $1.19B (-$174M)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Laidlaw Wealth Management
New York
$392K
GWM
102
Gray Wealth Management
Maine
$382K +$387K +7,738 New
NWM
103
Northwest Wealth Management
Iowa
$379K -$200K -3,989 -34%
FM
104
Foster & Motley
Ohio
$349K +$356K +7,106 New
OWA
105
One Wealth Advisors
California
$334K +$341K +6,802 New
MA
106
MUFG Americas
New York
$333K +$10.1K +201 +3%
AIP
107
Ameritas Investment Partners
Nebraska
$320K
BWA
108
BDO Wealth Advisors
Florida
$312K -$7.51K -150 -2%
ATPW
109
Ashton Thomas Private Wealth
Arizona
$311K -$22.2K -443 -7%
HighTower Advisors
110
HighTower Advisors
Illinois
$310K +$9.26K +185 +3%
BlackRock
111
BlackRock
New York
$296K -$721K -14,395 -70%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$278K +$283K +5,653 New
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$272K
TA
114
TFG Advisers
Michigan
$272K +$1.5K +30 +0.5%
CS
115
Comerica Securities
Michigan
$266K
MAP
116
Milestone Advisory Partners
North Carolina
$266K
CB
117
Commerce Bank
Missouri
$248K -$28.8K -576 -10%
CW
118
CreativeOne Wealth
Kansas
$237K +$242K +4,834 New
PFS
119
Prospera Financial Services
Texas
$232K
SPC
120
Sigma Planning Corp
Michigan
$226K +$230K +4,601 New
UCFA
121
United Capital Financial Advisors
Texas
$221K -$97.7K -1,951 -30%
CWM
122
CCG Wealth Management
California
$217K -$46.9K -937 -18%
William Blair & Company
123
William Blair & Company
Illinois
$214K +$250 +5 +0.1%
PAG
124
Private Advisor Group
New Jersey
$213K +$217K +4,333 New
JWA
125
JFS Wealth Advisors
Pennsylvania
$212K

ITM Hedge Fund Activity: Q1 2020 in Review

154 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2020, worth a combined $1.19B — down 13% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ITM positions and 20 closed out — a net gain of 6 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $35.3M. The largest seller was Bank of America, cutting an estimated $275M.

  • 154 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2020, up from 150 in Q4 2019.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new VanEck Intermediate Muni ETF positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2020 was M&T Bank, an estimated $35.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2020 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2020.