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VanEck Intermediate Muni ETF

177 hedge funds and large institutions have $1.3B invested in VanEck Intermediate Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 172177 (+5)

1.18% more ownership

Funds ownership: 71.87%73.05% (+1.2%)

3% more capital invested

Capital invested by funds: $1.26B → $1.3B (+$35.3M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
64
Reduced
46
Closed
16
Calls
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
101
TD Private Client Wealth
New York
$483K +$487K +9,423 New
FM
102
Foster & Motley
Ohio
$467K -$28.2K -546 -6%
LWM
103
Loveless Wealth Management
Montana
$467K +$31K +600 +7%
IA
104
IFP Advisors
Florida
$459K -$9.25K -179 -2%
HFAS
105
Hummer Financial Advisory Services
Illinois
$448K
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$432K +$406K +7,864 +1,392%
LWM
107
Laidlaw Wealth Management
New York
$409K
PFBT
108
Parkside Financial Bank & Trust
Missouri
$388K -$7.03K -136 -2%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$369K +$372K +7,206 New
AIP
110
Ameritas Investment Partners
Nebraska
$365K
MA
111
MUFG Americas
New York
$348K
GWM
112
Gray Wealth Management
Maine
$346K -$51.2K -990 -13%
OWA
113
One Wealth Advisors
California
$340K -$8.53K -165 -2%
GVAG
114
Great Valley Advisor Group
Delaware
$334K
BWA
115
BDO Wealth Advisors
Florida
$326K
DWM
116
Darwin Wealth Management
Florida
$311K -$65.7K -1,272 -17%
Comerica Bank
117
Comerica Bank
Texas
$299K +$5.12K +99 +2%
MAP
118
Milestone Advisory Partners
North Carolina
$278K
PA
119
PFG Advisors
Arizona
$269K +$271K +5,248 New
CB
120
Commerce Bank
Missouri
$259K
W
121
WealthStone
Ohio
$258K +$56.8K +1,100 +28%
PAG
122
Private Advisor Group
New Jersey
$251K +$253K +4,899 New
TNB
123
TCF National Bank
South Dakota
$240K +$241K +4,673 New
SW
124
SVB Wealth
Massachusetts
$237K +$5.17K +100 +2%
SPC
125
Sigma Planning Corp
Michigan
$235K +$775 +15 +0.3%

ITM Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2021, worth a combined $1.3B — up 2.8% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 16 closed out — a net gain of 5 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $22.6M. The largest seller was Truist Financial, cutting an estimated $7.41M.

  • 177 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $1.3B of VanEck Intermediate Muni ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2021 and 16 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2021 was Bank of America, an estimated $22.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2021 was Truist Financial, an estimated $7.41M sold.

Based on aggregated 13F filings for Q1 2021.