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VanEck Intermediate Muni ETF

154 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 150154 (+4)

2.65% less ownership

Funds ownership: 73.1%70.45% (-2.6%)

13% less capital invested

Capital invested by funds: $1.36B → $1.19B (-$174M)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMC
126
Asset Management Corp
Illinois
$211K +$150 +3 +0.1%
FPFS
127
First Personal Financial Services
North Carolina
$166K -$26.5K -529 -13%
AIC
128
Ameritas Investment Company
Nebraska
$151K
QCMC
129
Quantum Capital Management (California)
California
$133K +$36K +719 +36%
CFA
130
Carroll Financial Associates
North Carolina
$122K
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$112K -$511K -10,209 -82%
LFG
132
LifePlan Financial Group
Ohio
$109K
AF
133
Advisornet Financial
Minnesota
$96K +$97.7K +1,951 New
BFEC
134
Benjamin F. Edwards & Company
Missouri
$92K -$25K -500 -21%
MIM
135
Macroview Investment Management
Maryland
$85K -$26.9K -538 -24%
FCA
136
FinTrust Capital Advisors
South Carolina
$80K
ASN
137
Advisory Services Network
Georgia
$78K +$11.9K +238 +18%
PO
138
Private Ocean
California
$61K
TFGT
139
TS Financial Group (TSFG)
Illinois
$60K
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$56K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$50K +$52.5K +1,048 New
FANJ
142
Financial Architects (New Jersey)
New Jersey
$49K
DAM
143
Delta Asset Management
Tennessee
$40K
AWM
144
AllSquare Wealth Management
New York
$39K
SWM
145
Sugarloaf Wealth Management
Georgia
$31K
OPS
146
Orion Portfolio Solutions
Nebraska
$29K +$29.2K +584 New
RCA
147
Rowland Carmichael Advisors
Arizona
$26K
PAI
148
Pittenger & Anderson Inc
Nebraska
$17K
SFS
149
Sowell Financial Services
Arkansas
$14K +$2.4K +48 +20%
MA
150
MCF Advisors
Kentucky
$13K

ITM Hedge Fund Activity: Q1 2020 in Review

154 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2020, worth a combined $1.19B — down 13% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ITM positions and 20 closed out — a net gain of 6 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $35.3M. The largest seller was Bank of America, cutting an estimated $275M.

  • 154 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2020, up from 150 in Q4 2019.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new VanEck Intermediate Muni ETF positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2020 was M&T Bank, an estimated $35.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2020 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2020.