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VanEck Intermediate Muni ETF

164 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14.62% more ownership

Funds ownership: 70.32%84.94% (+15%)

1% more funds holding

Funds holding: 162164 (+2)

4% more capital invested

Capital invested by funds: $1.39B → $1.45B (+$61.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $516K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
59
Reduced
47
Closed
15
Calls
Puts
$516K
Net Calls
-$516K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
126
Watershed Private Wealth
Illinois
$244K +$251K +5,528 New
OAP
127
One Advisory Partners
Kansas
$242K +$250K +5,489 New
MAP
128
Milestone Advisory Partners
North Carolina
$239K
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$224K +$50.6K +1,112 +28%
VWA
130
Visionary Wealth Advisors
Illinois
$218K +$910 +20 +0.4%
KWM
131
Kingsview Wealth Management
Oregon
$213K +$220K +4,830 New
PA
132
PFG Advisors
Arizona
$211K -$38.9K -856 -15%
CA
133
Cetera Advisors
Colorado
$207K +$213K +4,690 New
SPIA
134
Steward Partners Investment Advisory
New York
$203K -$102K -2,235 -33%
TPCW
135
TD Private Client Wealth
New York
$151K +$156K +3,421 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$133K -$71.4K -1,570 -34%
GRP
137
Global Retirement Partners
California
$112K -$34.6K -760 -23%
William Blair & Company
138
William Blair & Company
Illinois
$104K -$15K -330 -12%
HCM
139
Hollencrest Capital Management
California
$93.7K
IA
140
IFP Advisors
Florida
$84.9K +$9.51K +209 +12%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$69K
CCP
142
Carmel Capital Partners
California
$62.1K +$64.1K +1,409 New
FRA
143
Front Row Advisors
California
$58.2K
AA
144
Ancora Advisors
Ohio
$56.1K
FFA
145
Founders Financial Alliance
North Carolina
$55.2K
FPFS
146
First Personal Financial Services
North Carolina
$48.6K
AT
147
Avalon Trust
New Mexico
$48.5K
CAL
148
Capital Analysts LLC
Pennsylvania
$40K +$91 +2 +0.2%
APC
149
Aspire Private Capital
North Carolina
$37.8K +$728 +16 +2%
CTWM
150
Cherry Tree Wealth Management
Minnesota
$30.8K

ITM Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2023, worth a combined $1.45B — up 4.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 15 closed out — a net gain of 6 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.7M.

  • 164 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $34.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.