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VanEck Intermediate Muni ETF

154 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 150154 (+4)

2.65% less ownership

Funds ownership: 73.1%70.45% (-2.6%)

13% less capital invested

Capital invested by funds: $1.36B → $1.19B (-$174M)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
151
Bartlett & Co Wealth Management
Ohio
$10.4K
Citigroup
152
Citigroup
New York
$10K -$9.81K -196 -49%
BC
153
Bartlett & Co
Ohio
$10K +$10.6K +212 New
FRA
154
Front Row Advisors
California
$6K +$2.8K +56 +89%
EWM
155
Endurance Wealth Management
Rhode Island
$3K
WIM
156
Westside Investment Management
California
$126 +$129K +2,585 New
IAN
157
Integrated Advisors Network
Texas
-$627K -12,478 Closed
CI
158
CX Institutional
Indiana
-$610K -12,146 Closed
Northern Trust
159
Northern Trust
Illinois
-$5K -10,932 Closed
BWM
160
Bernicke Wealth Management
Wisconsin
-$522K -10,397 Closed
HFAS
161
Hummer Financial Advisory Services
Illinois
-$440K -8,750 Closed
IAA
162
Independent Advisor Alliance
North Carolina
-$384K -7,640 Closed
KF
163
Krilogy Financial
Missouri
-$292K -5,821 Closed
AIM
164
Alhambra Investment Management
Florida
-$284K -5,655 Closed
EWMCB
165
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$262K -5,224 Closed
LWM
166
Loveless Wealth Management
Montana
-$255K -5,050 Closed
EWA
167
Evolution Wealth Advisors
Florida
-$252K -5,020 Closed
IWM
168
IHT Wealth Management
Illinois
-$203K -4,051 Closed
JF
169
JSF Financial
California
-$203K -4,050 Closed
OFW
170
Omnia Family Wealth
Florida
-$201K -4,000 Closed
CFD
171
Creative Financial Designs
Indiana
-$99K -1,972 Closed
MWP
172
MYCIO Wealth Partners
Pennsylvania
-$53K -1,056 Closed
GDP
173
Great Diamond Partners
Maine
-$44K -895 Closed
TCWM
174
Total Clarity Wealth Management
Illinois
-$10K -199 Closed
TI
175
tru Independence
Oregon
-$8K -154 Closed

ITM Hedge Fund Activity: Q1 2020 in Review

154 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2020, worth a combined $1.19B — down 13% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ITM positions and 20 closed out — a net gain of 6 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $35.3M. The largest seller was Bank of America, cutting an estimated $275M.

  • 154 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2020, up from 150 in Q4 2019.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new VanEck Intermediate Muni ETF positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2020 was M&T Bank, an estimated $35.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2020 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2020.