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VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.52B invested in VanEck Intermediate Muni ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

29% more capital invested

Capital invested by funds: $1.18B → $1.52B (+$342M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 156163 (+7)

4.31% more ownership

Funds ownership: 74.69%79% (+4.3%)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
52
Reduced
57
Closed
20
Calls
$470K
Puts
Net Calls
+$470K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
LF
101
Lee Financial
Texas
$479K
First Trust Advisors
102
First Trust Advisors
Illinois
$436K -$117K -2,615 -21%
BRWA
103
B. Riley Wealth Advisors
Florida
$429K +$61.1K +1,365 +17%
RA
104
RFG Advisory
Alabama
$427K +$45 +1 +0%
IWP
105
Innova Wealth Partners
Pennsylvania
$408K -$3.36K -75 -0.8%
AIP
106
Ameritas Investment Partners
Nebraska
$401K -$27.9K -624 -7%
HFAS
107
Hummer Financial Advisory Services
Illinois
$399K
AWM
108
Axxcess Wealth Management
California
$382K -$357K -7,983 -49%
LWM
109
Laidlaw Wealth Management
New York
$381K +$6.13K +137 +2%
BF
110
BOK Financial
Oklahoma
$378K
PFG
111
Prosperity Financial Group
California
$377K +$370K +8,268 New
DWM
112
Dakota Wealth Management
Florida
$366K -$17.9K -400 -5%
CAWM
113
Capital Advisors Wealth Management
Washington
$364K +$1.79K +40 +0.5%
NFG
114
Nations Financial Group
Iowa
$358K -$230K -5,141 -40%
FWM
115
FFT Wealth Management
Pennsylvania
$356K +$1.79K +40 +0.5%
GI
116
Gradient Investments
Minnesota
$356K -$144K -3,222 -29%
DC
117
Davenport & Co
Virginia
$353K +$22.6K +506 +7%
CWP
118
Cyndeo Wealth Partners
Florida
$350K +$344K +7,681 New
Bank of New York Mellon
119
Bank of New York Mellon
New York
$347K -$1.54M -34,513 -82%
AF
120
Apexium Financial
Texas
$343K
FWTB
121
First Western Trust Bank
Colorado
$341K -$3.09K -69 -0.9%
IA
122
IFP Advisors
Florida
$320K -$93.8K -2,096 -23%
AAM
123
Ameraudi Asset Management
New York
$314K +$308K +6,890 New
SPIA
124
Steward Partners Investment Advisory
New York
$310K -$205K -4,572 -40%
MWM
125
Mattern Wealth Management
Kansas
$305K -$53.1K -1,187 -15%

ITM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2022, worth a combined $1.52B — up 29% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ITM positions and 20 closed out — a net gain of 10 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $48.9M sold.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2022, up from 156 in Q3 2022.
  • Funds reported $1.52B of VanEck Intermediate Muni ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 30 funds opened new VanEck Intermediate Muni ETF positions in Q4 2022 and 20 closed out, a net change of +10 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $164M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2022 was Jane Street, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2022.