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VanEck Intermediate Muni ETF

158 hedge funds and large institutions have $1.15B invested in VanEck Intermediate Muni ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 154158 (+4)

0.62% more ownership

Funds ownership: 70.45%71.08% (+0.62%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$39.8M)

13% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
48
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JF
126
JSF Financial
California
$206K +$201K +4,050 New
OFW
127
Omnia Family Wealth
Florida
$204K +$199K +4,000 New
FPFS
128
First Personal Financial Services
North Carolina
$173K
QCMC
129
Quantum Capital Management (California)
California
$137K
CFA
130
Carroll Financial Associates
North Carolina
$126K
PA
131
Perennial Advisors
New York
$118K +$115K +2,309 New
AF
132
Advisornet Financial
Minnesota
$99K
LFG
133
LifePlan Financial Group
Ohio
$91K -$21.4K -431 -19%
FCA
134
FinTrust Capital Advisors
South Carolina
$83K
BFEC
135
Benjamin F. Edwards & Company
Missouri
$80K -$14.9K -300 -16%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$79K +$24.8K +500 +48%
FRA
137
Front Row Advisors
California
$67K +$59.6K +1,200 +1,008%
PO
138
Private Ocean
California
$64K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$62K +$59.8K +1,204 New
TFGT
140
TS Financial Group (TSFG)
Illinois
$60K -$2.73K -55 -4%
MIM
141
Macroview Investment Management
Maryland
$58K -$30.3K -609 -35%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$58K
FANJ
143
Financial Architects (New Jersey)
New Jersey
$51K
DAM
144
Delta Asset Management
Tennessee
$42K
AWM
145
AllSquare Wealth Management
New York
$40K
BlackRock
146
BlackRock
New York
$35K -$265K -5,336 -88%
SWM
147
Sugarloaf Wealth Management
Georgia
$32K
OPS
148
Orion Portfolio Solutions
Nebraska
$30K
RCA
149
Rowland Carmichael Advisors
Arizona
$27K
CI
150
CX Institutional
Indiana
$19K +$19K +382 New

ITM Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2020, worth a combined $1.15B — down 3.4% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ITM positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $15.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $30.5M sold.

  • 158 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $1.15B of VanEck Intermediate Muni ETF stock for Q2 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new VanEck Intermediate Muni ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2020 was Bank of America, an estimated $15.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2020 was Susquehanna International Group, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2020.