We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF
ITM

151 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2% more funds holding

Funds holding: 148 → 151 (+3)

0.73% more ownership

Funds ownership: 34.88% → 35.61% (+0.73%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$21.5M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
39
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$16.1M
2
PWG
Private Wealth Group
Florida
+$4.33M
3
VF
Virtu Financial
New York
+$3.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.06M
5
OAM
Oppenheimer Asset Management
New York
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$28.8M
2
Bank of America
Bank of America
North Carolina
-$17.5M
3
Wells Fargo
Wells Fargo
California
-$6.4M
4
JCM
Janney Capital Management
Pennsylvania
-$6.25M
5
UBS Group
UBS Group
Switzerland
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
126
Advantage Investment Management
Iowa
$54K -$1.08K -23 -2%
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$54K – – –
PA
128
Perennial Advisors
New York
$50K +$49.9K +1,063 New
William Blair & Company
129
William Blair & Company
Illinois
$47K – – –
AWM
130
AllSquare Wealth Management
New York
$45K +$2.25K +48 +5%
CFD
131
Creative Financial Designs
Indiana
$44K +$44.2K +941 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$42K – – –
PO
133
Private Ocean
California
$40K – – –
SWM
134
SeaCrest Wealth Management
New York
$35K – – –
ASN
135
Advisory Services Network
Georgia
$35K +$35.1K +748 New
LFG
136
LifePlan Financial Group
Ohio
$31K – – –
GRP
137
Global Retirement Partners
California
$28K – – –
BFEC
138
Benjamin F. Edwards & Company
Missouri
$24K – – –
FANJ
139
Financial Architects (New Jersey)
New Jersey
$24K – – –
AC
140
Avestar Capital
New York
$13K – – –
BCWM
141
Bartlett & Co Wealth Management
Ohio
$12.5K – – –
BC
142
Bartlett & Co
Ohio
$12K – – –
CF
143
Centaurus Financial
California
$8K +$7.65K +163 New
BCA
144
Bay Colony Advisors
Massachusetts
$8K +$8.21K +175 New
ACS
145
Archford Capital Strategies
Illinois
$7K – – –
PCA
146
Providence Capital Advisors
North Carolina
$7K +$7.04K +150 New
EWM
147
Endurance Wealth Management
Rhode Island
$2K – – –
PA
148
Parallel Advisors
California
$2K – – –
TFA
149
Transamerica Financial Advisors
Florida
$1K – – –
AFNAS
150
American Financial Network Advisory Services
California
$447 – – –
3 4 5
6
7

ITM Hedge Fund Activity: Q2 2018 in Review

151 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2018, worth a combined $1.19B — down 1.8% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ITM positions and 15 closed out — a net gain of 5 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $16.1M. The largest seller was Susquehanna International Group, cutting an estimated $28.8M.

  • 151 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q2 2018, down 1.8% quarter-over-quarter.
  • 20 funds opened new VanEck Intermediate Muni ETF positions in Q2 2018 and 15 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $16.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2018 was Susquehanna International Group, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2018.