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VanEck Intermediate Muni ETF
ITM

163 hedge funds and large institutions have $1.51B invested in VanEck Intermediate Muni ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.15% more ownership

Funds ownership: 85.61% → 91.77% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

5% less funds holding

Funds holding: 172 → 163 (-9)

6% less capital invested

Capital invested by funds: $1.6B → $1.51B (-$92.8M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
55
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GIA
Goodwin Investment Advisory
Georgia
+$145M
2
Bank of America
Bank of America
North Carolina
+$19.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.23M
4
NA
NewEdge Advisors
Louisiana
+$4.89M
5
XF
XML Financial
Maryland
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13M
4
AP
Advisors Preferred
Maryland
-$10.3M
5
UBS Group
UBS Group
Switzerland
-$9.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
101
Capital Advisors Wealth Management
Washington
$441K +$3.03K +66 +0.7%
MFG
102
Merit Financial Group
Georgia
$441K – – –
RA
103
RFG Advisory
Alabama
$421K +$138 +3 +0%
GI
104
Gradient Investments
Minnesota
$410K +$4.77K +104 +1%
HFAS
105
Hummer Financial Advisory Services
Illinois
$401K – – –
WPW
106
Warther Private Wealth
Ohio
$373K +$374K +8,146 New
KWM
107
Kingsview Wealth Management
Oregon
$370K +$46.1K +1,004 +14%
OAP
108
One Advisory Partners
Kansas
$356K -$43.4K -946 -11%
FWM
109
FFT Wealth Management
Pennsylvania
$346K +$2.43K +53 +0.7%
NFG
110
Nations Financial Group
Iowa
$346K +$1.24K +27 +0.4%
SB
111
Strategic Blueprint
Georgia
$344K +$45.2K +985 +15%
BRWA
112
B. Riley Wealth Advisors
Florida
$329K -$397K -8,652 -55%
DWT
113
Dorsey & Whitney Trust
South Dakota
$323K – – –
AAS
114
Avantax Advisory Services
Texas
$322K +$323K +7,031 New
SF
115
Summit Financial
New Jersey
$322K +$322K +7,021 New
CCA
116
Conservest Capital Advisors
Pennsylvania
$318K – – –
AAM
117
Ameraudi Asset Management
New York
$316K – – –
AWM
118
Axxcess Wealth Management
California
$313K -$16.8K -366 -5%
SIG
119
Sargent Investment Group
Maryland
$311K +$16K +348 +5%
SI
120
Stephens Inc
Arkansas
$307K +$47.7K +1,039 +18%
JFA
121
JNBA Financial Advisors
Minnesota
$307K – – –
SF
122
Synovus Financial
Georgia
$304K +$17.5K +382 +6%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$300K -$13M -282,595 -98%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$298K +$262K +5,712 +720%
AF
125
Apexium Financial
Texas
$286K -$10.1K -219 -3%
3 4
5
6 7

ITM Hedge Fund Activity: Q2 2024 in Review

163 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2024, worth a combined $1.51B — down 5.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ITM and 14 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was Goodwin Investment Advisory, adding an estimated $145M. The largest seller was Jane Street, cutting an estimated $36.5M.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $1.51B of VanEck Intermediate Muni ETF stock for Q2 2024, down 5.8% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q2 2024 and 19 closed out, a net change of -5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2024 was Goodwin Investment Advisory, an estimated $145M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2024 was Jane Street, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.