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VanEck Intermediate Muni ETF

144 hedge funds and large institutions have $1.27B invested in VanEck Intermediate Muni ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$11M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 147144 (-3)

2.05% less ownership

Funds ownership: 73.68%71.63% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
50
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$52K
FANJ
127
Financial Architects (New Jersey)
New Jersey
$50K
SWP
128
Strategic Wealth Partners
Ohio
$47K -$27.1K -550 -36%
AWM
129
AllSquare Wealth Management
New York
$39K
ASN
130
Advisory Services Network
Georgia
$37K
PA
131
Parallel Advisors
California
$33K
MA
132
MCF Advisors
Kentucky
$31K -$10.3K -209 -25%
RCA
133
Rowland Carmichael Advisors
Arizona
$26K
PAI
134
Pittenger & Anderson Inc
Nebraska
$25K
BC
135
Bartlett & Co
Ohio
$24K
BCWM
136
Bartlett & Co Wealth Management
Ohio
$23.7K
AC
137
Avestar Capital
New York
$13K
GSWM
138
Golden State Wealth Management
California
$11K -$10.8K -219 -49%
FRA
139
Front Row Advisors
California
$6K
SIM
140
Sonora Investment Management
Arizona
$5K +$5.17K +105 New
EWM
141
Endurance Wealth Management
Rhode Island
$2K
TFA
142
Transamerica Financial Advisors
Florida
$1K +$492 +10 New
MWM
143
Meridian Wealth Management
Kentucky
$298 -$495K -10,048 -94%
WIM
144
Westside Investment Management
California
$121 +$121K +2,450 New
RCIM
145
Red Cedar Investment Management
Michigan
-$8.76M -180,235 Closed
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
-$1.98M -40,588 Closed
AP
147
Advisors Preferred
Maryland
-$1.93M -39,500 Closed
Northern Trust
148
Northern Trust
Illinois
-$6K -10,403 Closed
PFG
149
Piershale Financial Group
Illinois
-$251K -5,148 Closed
VIM
150
Vista Investment Management
Pennsylvania
-$235K -4,810 Closed

ITM Hedge Fund Activity: Q2 2019 in Review

144 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2019, worth a combined $1.27B — up 0.88% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ITM and 14 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $21.3M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 144 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2019, down from 147 in Q1 2019.
  • Funds reported $1.27B of VanEck Intermediate Muni ETF stock for Q2 2019, up 0.88% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q2 2019 and 15 closed out, a net change of -1 holder.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2019 was Bank of America, an estimated $21.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2019 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2019.