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.
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: 4 → 5 (+1)
14.62% more ownership
Funds ownership: 70.32% → 84.94% (+15%)
1% more funds holding
Funds holding: 162 → 164 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$34.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$32.6M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$30.6M |
| 4 |
JP Morgan Chase
New York
|
+$19.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$15.7M |
| 2 |
Jane Street
New York
|
-$9.28M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$6.42M |
| 4 |
Renaissance Technologies
New York
|
-$3.95M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$3.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
BNP Paribas Financial Markets
Paris,
France
| – | -$31.4K | -681 | Closed |
|
|
FHA
177
First Horizon Advisors
Memphis,
Tennessee
| – | -$14.8K | -321 | Closed |
|
|
CWA
178
Clearview Wealth Advisors
Salem,
Oregon
| – | -$3.69K | -80 | Closed |
|
179
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.95K | -69 | Closed |
|
|
HT
180
Headlands Technologies
Chicago,
Illinois
| – | -$2.72K | -59 | Closed |
|
|
TRCT
181
Tower Research Capital (TRC)
New York
| – | -$507 | -11 | 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.