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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.2B → $1.26B (+$66M)

4% more funds holding

Funds holding: 166172 (+6)

0.85% more ownership

Funds ownership: 71.02%71.87% (+0.85%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
27
Increased
58
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
126
QCI Asset Management
New York
$218K
KeyBank National Association
127
KeyBank National Association
Ohio
$217K
JF
128
JSF Financial
California
$211K
TSS
129
Two Sigma Securities
New York
$209K +$207K +4,014 New
OFW
130
Omnia Family Wealth
Florida
$208K
W
131
WealthStone
Ohio
$205K +$203K +3,940 New
IFG
132
Independent Financial Group
California
$203K +$201K +3,908 New
BF
133
BOK Financial
Oklahoma
$200K +$198K +3,852 New
BCP
134
Blue Chip Partners
Michigan
$191K +$875 +17 +0.5%
William Blair & Company
135
William Blair & Company
Illinois
$139K -$75.3K -1,463 -35%
PA
136
Perennial Advisors
New York
$131K +$130K +2,524 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$130K +$35.5K +689 +38%
FPFS
138
First Personal Financial Services
North Carolina
$129K -$16.4K -318 -11%
CFA
139
Carroll Financial Associates
North Carolina
$129K
AF
140
Advisornet Financial
Minnesota
$102K
ASN
141
Advisory Services Network
Georgia
$83K
BFEC
142
Benjamin F. Edwards & Company
Missouri
$81K
MIM
143
Macroview Investment Management
Maryland
$81K
TFS
144
TrustCore Financial Services
Tennessee
$79K +$78.1K +1,516 New
TWM
145
Tradition Wealth Management
Minnesota
$79K +$78.2K +1,518 New
CWA
146
Clearview Wealth Advisors
Oregon
$78K +$77.5K +1,505 New
FRA
147
Front Row Advisors
California
$69K
PO
148
Private Ocean
California
$66K
FFA
149
Founders Financial Alliance
North Carolina
$65K
AWM
150
AllSquare Wealth Management
New York
$41K

ITM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2020, worth a combined $1.26B — up 5.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ITM positions and 19 closed out — a net gain of 8 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Oppenheimer Asset Management, exiting entirely with an estimated $5.15M sold.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q4 2020, up 5.5% quarter-over-quarter.
  • 27 funds opened new VanEck Intermediate Muni ETF positions in Q4 2020 and 19 closed out, a net change of +8 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2020 was Bank of America, an estimated $15.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2020 was Oppenheimer Asset Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2020.