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VanEck Intermediate Muni ETF

166 hedge funds and large institutions have $1.2B invested in VanEck Intermediate Muni ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

5% more funds holding

Funds holding: 158166 (+8)

4% more capital invested

Capital invested by funds: $1.15B → $1.2B (+$48.6M)

0.06% less ownership

Funds ownership: 71.08%71.02% (-0.06%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
54
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
126
QCI Asset Management
New York
$214K +$215K +4,182 New
William Blair & Company
127
William Blair & Company
Illinois
$212K -$12.1K -235 -5%
VPIM
128
Vanguard Personalized Indexing Management
California
$209K +$210K +4,073 New
JF
129
JSF Financial
California
$208K
PAG
130
Private Advisor Group
New Jersey
$206K -$136K -2,633 -40%
OFW
131
Omnia Family Wealth
Florida
$205K
BCP
132
Blue Chip Partners
Michigan
$188K +$188K +3,658 New
FPFS
133
First Personal Financial Services
North Carolina
$144K -$30.4K -590 -17%
QCMC
134
Quantum Capital Management (California)
California
$140K +$2.58K +50 +2%
CFA
135
Carroll Financial Associates
North Carolina
$127K
AF
136
Advisornet Financial
Minnesota
$100K
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$92K +$12.7K +247 +16%
LFG
138
LifePlan Financial Group
Ohio
$84K -$7.42K -144 -8%
ASN
139
Advisory Services Network
Georgia
$81K +$81.6K +1,584 New
BFEC
140
Benjamin F. Edwards & Company
Missouri
$80K
MIM
141
Macroview Investment Management
Maryland
$79K +$21.7K +421 +37%
FRA
142
Front Row Advisors
California
$68K
PO
143
Private Ocean
California
$65K
FFA
144
Founders Financial Alliance
North Carolina
$64K +$64.5K +1,252 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$62K
TFGT
146
TS Financial Group (TSFG)
Illinois
$60K
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$57K +$57.3K +1,112 New
LGWM
148
Litman Gregory Wealth Management
California
$49K +$48.9K +950 New
AWM
149
AllSquare Wealth Management
New York
$40K
SWM
150
Sugarloaf Wealth Management
Georgia
$32K

ITM Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2020, worth a combined $1.2B — up 4.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 12 closed out — a net gain of 9 holders — while 54 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $33.6M. The largest seller was Oppenheimer Asset Management, cutting an estimated $6.04M.

  • 166 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2020, up from 158 in Q2 2020.
  • Funds reported $1.2B of VanEck Intermediate Muni ETF stock for Q3 2020, up 4.2% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2020 and 12 closed out, a net change of +9 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2020 was Bank of America, an estimated $33.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2020 was Oppenheimer Asset Management, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2020.