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VanEck Intermediate Muni ETF

179 hedge funds and large institutions have $1.31B invested in VanEck Intermediate Muni ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.09% more ownership

Funds ownership: 75.14%77.24% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 184179 (-5)

10% less capital invested

Capital invested by funds: $1.45B → $1.31B (-$148M)

37% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 75

Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
47
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$586K +$260K +5,274 +74%
AIP
102
Ameritas Investment Partners
Nebraska
$564K +$12.2K +248 +2%
CAWM
103
Capital Advisors Wealth Management
Washington
$543K +$2.27K +46 +0.4%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$521K
DWT
105
Dorsey & Whitney Trust
South Dakota
$518K -$99.5K -2,019 -16%
BWM
106
BCGM Wealth Management
Indiana
$498K +$1.53K +31 +0.3%
LF
107
Lee Financial
Texas
$497K
AAS
108
Avantax Advisory Services
Texas
$489K +$197 +4 +0%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$487K -$2.69M -54,543 -84%
BOTW
110
Bank of the West
California
$481K
FM
111
Foster & Motley
Ohio
$464K +$6.46K +131 +1%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$458K +$477K +9,677 New
CW
113
CreativeOne Wealth
Kansas
$435K -$87.1K -1,768 -16%
LWM
114
Loveless Wealth Management
Montana
$420K -$2.46K -50 -0.6%
IA
115
IFP Advisors
Florida
$417K +$81.4K +1,651 +23%
PA
116
PFG Advisors
Arizona
$415K -$178K -3,607 -29%
HFAS
117
Hummer Financial Advisory Services
Illinois
$414K
LWM
118
Laidlaw Wealth Management
New York
$377K
IWP
119
Innova Wealth Partners
Pennsylvania
$374K +$20.5K +415 +6%
MA
120
MUFG Americas
New York
$369K -$86.7K -1,759 -18%
FWM
121
FFT Wealth Management
Pennsylvania
$364K -$98.2K -1,992 -21%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$359K +$838 +17 +0.2%
T
123
TCWP
Ohio
$344K +$39K +792 +12%
RPWA
124
Regent Peak Wealth Advisors
Georgia
$317K -$314K -6,377 -49%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$315K -$3.7K -75 -1%

ITM Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2022, worth a combined $1.31B — down 10% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ITM and 21 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 47 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $74.9M. The largest seller was Bank of America, cutting an estimated $84.6M.

  • 179 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2022, down from 184 in Q4 2021.
  • Funds reported $1.31B of VanEck Intermediate Muni ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2022 and 23 closed out, a net change of -2 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $74.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2022 was Bank of America, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2022.