VanEck Intermediate Muni ETF
147 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 15 closing their positions.
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
5% more capital invested
Capital invested by funds: $1.19B → $1.26B (+$62.7M)
1.77% more ownership
Funds ownership: 71.92% → 73.68% (+1.8%)
0% more funds holding
Funds holding: 147 → 147 (0)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$36.4M |
| 2 |
Jane Street
New York
|
+$22.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$12M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.54M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$14.3M |
| 2 |
OAM
Oppenheimer Asset Management
New York
|
-$14.1M |
| 3 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
-$7.66M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.36M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.24M | -26,075 | Closed |
|
|
CIM
152
Confluence Investment Management
St. Louis,
Missouri
| – | -$548K | -11,547 | Closed |
|
|
OAM
153
Oxford Asset Management
Oxford,
United Kingdom
| – | -$517K | -10,882 | Closed |
|
|
AIC
154
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$515K | -10,852 | Closed |
|
|
NA
155
NewEdge Advisors
New Orleans,
Louisiana
| – | -$377 | -7,952 | Closed |
|
|
MPWT
156
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$87.1K | -1,834 | Closed |
|
|
PA
157
Perennial Advisors
New York
| – | -$50K | -1,062 | Closed |
|
|
GRP
158
Global Retirement Partners
San Rafael,
California
| – | -$27K | -572 | Closed |
|
|
W
159
WealthOne
Albany,
New York
| – | -$18K | -375 | Closed |
|
|
KPW
160
Kore Private Wealth
New York
| – | -$3K | -64 | Closed |
|
|
TFA
161
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -10 | Closed |
|
ITM Hedge Fund Activity: Q1 2019 in Review
147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2019, worth a combined $1.26B — up 5.3% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ITM positions and 15 closed out — a net gain of 3 holders — while 41 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $36.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.3M.
- 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q1 2019, up 5.3% quarter-over-quarter.
- 18 funds opened new VanEck Intermediate Muni ETF positions in Q1 2019 and 15 closed out, a net change of +3 holders.
- The largest VanEck Intermediate Muni ETF buyer in Q1 2019 was Bank of America, an estimated $36.4M added.
- The largest VanEck Intermediate Muni ETF seller in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2019.