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VanEck Intermediate Muni ETF
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Overview Fund Activity

181 hedge funds and large institutions have $1.76B invested in VanEck Intermediate Muni ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
38
Increased
51
Reduced
65
Closed
19
Calls
–
Puts
$705K
Net Calls
-$705K
Net Calls Change
-$189K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$28.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.3M
5
WJA
5
Willis Johnson & Associates
Texas
$19.4M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$44.8M
2
Bank of America
2
Bank of America
North Carolina
$764M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15.6M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
101
Lee Financial
Texas
$494K – – –
CIAS
102
CFS Investment Advisory Services
New Jersey
$484K +$30.8K +655 +7%
OIA
103
Optimum Investment Advisors
Illinois
$482K -$3.91M -83,149 -89%
Charles Schwab
104
Charles Schwab
California
$476K +$476K +10,131 New
First Trust Advisors
105
First Trust Advisors
Illinois
$458K +$3.06K +65 +0.7%
MFG
106
Merit Financial Group
Georgia
$452K -$27.5K -585 -6%
FTUS
107
Flow Traders U.S.
New York
$448K +$448K +9,533 New
CAWM
108
Capital Advisors Wealth Management
Washington
$447K +$2.78K +59 +0.6%
DWT
109
Dorsey & Whitney Trust
South Dakota
$437K -$165K -3,501 -27%
RA
110
RFG Advisory
Alabama
$432K +$94 +2 +0%
BRWA
111
B. Riley Wealth Advisors
Florida
$426K -$319K -6,773 -43%
HFAS
112
Hummer Financial Advisory Services
Illinois
$412K – – –
GI
113
Gradient Investments
Minnesota
$411K -$4.89K -104 -1%
OAP
114
One Advisory Partners
Kansas
$410K +$152K +3,223 +59%
PFS
115
Prospera Financial Services
Texas
$365K +$4.05K +86 +1%
DWP
116
Daymark Wealth Partners
Ohio
$354K +$354K +7,520 New
NFG
117
Nations Financial Group
Iowa
$353K +$1.55K +33 +0.4%
FM
118
Foster & Motley
Ohio
$352K -$90.4K -1,924 -20%
FWM
119
FFT Wealth Management
Pennsylvania
$350K +$2.21K +47 +0.6%
AWM
120
Axxcess Wealth Management
California
$340K -$44.2K -940 -11%
KWM
121
Kingsview Wealth Management
Oregon
$335K +$108K +2,291 +47%
AAM
122
Ameraudi Asset Management
New York
$324K – – –
CCA
123
Conservest Capital Advisors
Pennsylvania
$322K +$322K +6,840 New
JFA
124
JNBA Financial Advisors
Minnesota
$315K -$700K -14,892 -69%
PCIA
125
Prime Capital Investment Advisors
Kansas
$308K +$308K +6,542 New
3 4
5
6 7