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VanEck Intermediate Muni ETF

164 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14.62% more ownership

Funds ownership: 70.32%84.94% (+15%)

1% more funds holding

Funds holding: 162164 (+2)

4% more capital invested

Capital invested by funds: $1.39B → $1.45B (+$61.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $516K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
59
Reduced
47
Closed
15
Calls
Puts
$516K
Net Calls
-$516K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$426K +$440K +9,667 New
CIAS
102
CFS Investment Advisory Services
New Jersey
$425K +$134K +2,936 +44%
CAWM
103
Capital Advisors Wealth Management
Washington
$416K +$2.64K +58 +0.6%
FM
104
Foster & Motley
Ohio
$415K -$53.1K -1,168 -11%
RA
105
RFG Advisory
Alabama
$405K +$91 +2 +0%
Citadel Advisors
106
Citadel Advisors
Florida
$395K +$47.3K +1,040 +13%
GI
107
Gradient Investments
Minnesota
$390K +$86.4K +1,899 +27%
HFAS
108
Hummer Financial Advisory Services
Illinois
$386K
IWP
109
Innova Wealth Partners
Pennsylvania
$385K
LWM
110
Laidlaw Wealth Management
New York
$369K
AWM
111
Axxcess Wealth Management
California
$361K +$9.05K +199 +2%
KL
112
KWMG LLC
Kansas
$351K -$73.7K -1,620 -17%
PFS
113
Prospera Financial Services
Texas
$338K +$349K +7,674 New
FMWA
114
Forvis Mazars Wealth Advisors
Missouri
$338K
DWM
115
Dakota Wealth Management
Florida
$334K -$13.6K -300 -4%
NFG
116
Nations Financial Group
Iowa
$329K +$1.09K +24 +0.3%
AF
117
Apexium Financial
Texas
$328K
FWM
118
FFT Wealth Management
Pennsylvania
$326K +$2.05K +45 +0.6%
AAM
119
Ameraudi Asset Management
New York
$304K
FLPIM
120
F.L. Putnam Investment Management
Massachusetts
$294K -$235K -5,174 -44%
LNC
121
Lincoln National Corp
Pennsylvania
$289K +$273 +6 +0.1%
SIG
122
Sargent Investment Group
Maryland
$284K
NW
123
NewEdge Wealth
Pennsylvania
$283K +$292K +6,417 New
PWM
124
Perigon Wealth Management
California
$260K
FPAS
125
Focus Partners Advisor Solutions
Missouri
$255K +$263K +5,785 New

ITM Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2023, worth a combined $1.45B — up 4.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 15 closed out — a net gain of 6 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.7M.

  • 164 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $34.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.