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VanEck Intermediate Muni ETF
ITM

158 hedge funds and large institutions have $1.15B invested in VanEck Intermediate Muni ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 154 → 158 (+4)

0.62% more ownership

Funds ownership: 70.45% → 71.08% (+0.62%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$39.8M)

13% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
48
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.1M
2
DBT
Dubuque Bank & Trust
Iowa
+$8.39M
3
ACA
Ackerman Capital Advisors
Texas
+$6.53M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.77M
5
AWE
Avidian Wealth Enterprises
Texas
+$2.72M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$30M
3
Morgan Stanley
Morgan Stanley
New York
-$19.8M
4
Jane Street
Jane Street
New York
-$14M
5
SPC
Silver Point Capital
Connecticut
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
151
Pittenger & Anderson Inc
Nebraska
$15K -$2.48K -50 -14%
JWA
152
JFS Wealth Advisors
Pennsylvania
$14K -$201K -4,042 -94%
MA
153
MCF Advisors
Kentucky
$14K – – –
SFS
154
Sowell Financial Services
Arkansas
$11K -$4.08K -82 -28%
BC
155
Bartlett & Co
Ohio
$11K – – –
BCWM
156
Bartlett & Co Wealth Management
Ohio
$10.8K – – –
Citigroup
157
Citigroup
New York
$10K – – –
EWM
158
Endurance Wealth Management
Rhode Island
$3K – – –
LFG
159
Larson Financial Group
Missouri
$1K +$696 +14 New
WIM
160
Westside Investment Management
California
$131 – – –
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
– -$30.5M -620,726 Closed
SPC
162
Silver Point Capital
Connecticut
– -$11.3M -230,100 Closed
AP
163
Advisors Preferred
Maryland
– -$3.51M -71,531 Closed
LCM
164
Landscape Capital Management
New Jersey
– -$1.82M -37,023 Closed
BRWM
165
B. Riley Wealth Management
Tennessee
– -$426K -8,667 Closed
ATPW
166
Ashton Thomas Private Wealth
Arizona
– -$311K -6,330 Closed
Bank of New York Mellon
167
Bank of New York Mellon
New York
– -$278K -5,653 Closed
PFS
168
Prospera Financial Services
Texas
– -$232K -4,728 Closed
CWM
169
CCG Wealth Management
California
– -$217K -4,414 Closed
AIC
170
Ameritas Investment Company
Nebraska
– -$151K -3,083 Closed
WAP
171
Wealthcare Advisory Partners
Pennsylvania
– -$112K -2,272 Closed
ASN
172
Advisory Services Network
Georgia
– -$78K -1,584 Closed
3 4 5 6
7

ITM Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2020, worth a combined $1.15B — down 3.4% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ITM positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $15.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $30.5M sold.

  • 158 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $1.15B of VanEck Intermediate Muni ETF stock for Q2 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new VanEck Intermediate Muni ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2020 was Bank of America, an estimated $15.1M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2020 was Susquehanna International Group, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2020.