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VanEck Intermediate Muni ETF

164 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14.62% more ownership

Funds ownership: 70.32%84.94% (+15%)

1% more funds holding

Funds holding: 162164 (+2)

4% more capital invested

Capital invested by funds: $1.39B → $1.45B (+$61.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $516K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
59
Reduced
47
Closed
15
Calls
Puts
$516K
Net Calls
-$516K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
151
Global Financial Private Client
Florida
$29.8K
VanEck Associates
152
VanEck Associates
New York
$28K +$136 +3 +0.5%
AWM
153
AllSquare Wealth Management
New York
$23.2K -$2.27K -50 -9%
FFA
154
Farther Finance Advisors
California
$15.1K +$15.6K +344 New
TFGT
155
TS Financial Group (TSFG)
Illinois
$15K
VWM
156
Valley Wealth Managers
New Jersey
$14.4K
TIM
157
Tortoise Investment Management
New York
$13.9K +$14.3K +315 New
Deutsche Bank
158
Deutsche Bank
Germany
$13.5K
CFGS
159
Concourse Financial Group Securities
Alabama
$8.82K
SL
160
Salomon & Ludwin
Virginia
$8.82K +$9.1K +200 New
PA
161
Parallel Advisors
California
$6.35K +$6.55K +144 New
IPW
162
Impact Partnership Wealth
Georgia
$6.26K +$3.64K +80 +129%
HNB
163
Huntington National Bank
Ohio
$5.95K
LWCFA
164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.05K -$105K -2,313 -95%
AIC
165
Archer Investment Corporation
Indiana
$3.88K
DFA
166
DHJJ Financial Advisors
Illinois
$177 +$182 +4 New
AP
167
Advisors Preferred
Maryland
-$6.42M -139,873 Closed
Renaissance Technologies
168
Renaissance Technologies
New York
-$3.95M -85,700 Closed
EFS
169
Econ Financial Services
Pennsylvania
-$722K -15,662 Closed
CG
170
Cynosure Group
Utah
-$379K -8,227 Closed
DC
171
Davenport & Co
Virginia
-$353K -7,672 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
-$230K -5,065 Closed
AC
173
ASB Consultores
Florida
-$224K -4,853 Closed
Mariner
174
Mariner
Kansas
-$219K -4,753 Closed
ODG
175
O'Dell Group
Ohio
-$51.8K -1,125 Closed

ITM Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2023, worth a combined $1.45B — up 4.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 15 closed out — a net gain of 6 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.7M.

  • 164 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $34.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.