We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.52B invested in VanEck Intermediate Muni ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

29% more capital invested

Capital invested by funds: $1.18B → $1.52B (+$342M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 156163 (+7)

4.31% more ownership

Funds ownership: 74.69%79% (+4.3%)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
52
Reduced
57
Closed
20
Calls
$470K
Puts
Net Calls
+$470K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
151
Global Financial Private Client
Florida
$31K
PTC
152
Private Trust Company
Ohio
$28K +$13.4K +300 +99%
AWM
153
AllSquare Wealth Management
New York
$26.2K
MCC
154
Money Concepts Capital
Florida
$22.8K +$22.4K +500 New
CWC
155
Carolinas Wealth Consulting
North Carolina
$21.8K +$21.4K +478 New
TFGT
156
TS Financial Group (TSFG)
Illinois
$16K
VWM
157
Valley Wealth Managers
New Jersey
$14.9K
FHA
158
First Horizon Advisors
Tennessee
$14.6K
LAM
159
Lakewood Asset Management
Illinois
$14K +$14.2K +317 New
ASN
160
Advisory Services Network
Georgia
$12.2K +$11.9K +267 New
CFGS
161
Concourse Financial Group Securities
Alabama
$9.12K
CWA
162
Clearview Wealth Advisors
Oregon
$3.65K
EWM
163
Endurance Wealth Management
Rhode Island
$3K
BWA
164
BDO Wealth Advisors
Florida
$882 -$42.5K -950 -98%
WIM
165
Westside Investment Management
California
$34 +$33.6K +750 New
Jane Street
166
Jane Street
New York
-$48.9M -1,124,013 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
-$4.17M -95,881 Closed
WP
168
WealthSource Partners
California
-$1.41M -32,403 Closed
FTUS
169
Flow Traders U.S.
New York
-$1.32M -30,332 Closed
CIM
170
Confluence Investment Management
Missouri
-$887K -20,376 Closed
LP
171
LGL Partners
Pennsylvania
-$856K -19,658 Closed
LBC
172
Lowe Brockenbrough & Co
Virginia
-$496K -11,400 Closed
AWM
173
Apollon Wealth Management
South Carolina
-$325K -7,466 Closed
MA
174
MUFG Americas
New York
-$285K -6,537 Closed
RSWM
175
Robertson Stephens Wealth Management
California
-$261K -6,000 Closed

ITM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2022, worth a combined $1.52B — up 29% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ITM positions and 20 closed out — a net gain of 10 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $48.9M sold.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2022, up from 156 in Q3 2022.
  • Funds reported $1.52B of VanEck Intermediate Muni ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 30 funds opened new VanEck Intermediate Muni ETF positions in Q4 2022 and 20 closed out, a net change of +10 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $164M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2022 was Jane Street, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2022.