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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
BWM
151
Birchcreek Wealth Management
Ohio
$41K +$40.8K +792 New
PWM
152
Perigon Wealth Management
California
$38K +$37.6K +730 New
SWM
153
Sugarloaf Wealth Management
Georgia
$33K
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$29K +$29.1K +565 New
TFGT
155
TS Financial Group (TSFG)
Illinois
$27K -$33.5K -650 -55%
BlackRock
156
BlackRock
New York
$25K
SFS
157
Sowell Financial Services
Arkansas
$21K +$6.08K +118 +41%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$19K -$44K -854 -71%
CFD
159
Creative Financial Designs
Indiana
$19K +$51 +1 +0.3%
MA
160
MCF Advisors
Kentucky
$14K
WB
161
Webster Bank
Connecticut
$14K +$13.8K +269 New
PAI
162
Pittenger & Anderson Inc
Nebraska
$13K
BCWM
163
Bartlett & Co Wealth Management
Ohio
$11.1K
BC
164
Bartlett & Co
Ohio
$11K
Citigroup
165
Citigroup
New York
$10K
MCM
166
MV Capital Management
Maryland
$8K +$8.19K +159 New
AA
167
Ancora Advisors
Ohio
$5K
NFG
168
Next Financial Group
Texas
$5K
EWM
169
Endurance Wealth Management
Rhode Island
$3K
FA
170
Faithward Advisors
Pennsylvania
$3K
FWM
171
Filbrandt Wealth Management
Wisconsin
$3K +$2.52K +49 New
GWM
172
Geneos Wealth Management
Colorado
$2K +$2.78K +54 New
WIM
173
Westside Investment Management
California
$134
OAM
174
Oppenheimer Asset Management
New York
-$5.15M -100,384 Closed
KPWS
175
Kestra Private Wealth Services
Texas
-$726K -14,151 Closed

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.