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VanEck Intermediate Muni ETF

68 hedge funds and large institutions have $394M invested in VanEck Intermediate Muni ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 6568 (+3)

4% less capital invested

Capital invested by funds: $412M → $394M (-$18.3M)

5.6% less ownership

Funds ownership: 27.56%21.96% (-5.6%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
28
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$109M -$109M -2,318,184 -50%
MAA
2
Managed Account Advisors
New Jersey
$101M +$42.5M +901,347 +74%
BTS
3
BB&T Securities
Virginia
$26.1M +$1.85M +39,262 +247%
Morgan Stanley
4
Morgan Stanley
New York
$25.3M +$1M +21,297 +4%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$19.7M +$4.29M +90,906 +28%
Wells Fargo
6
Wells Fargo
California
$16.9M +$2.41M +51,050 +17%
UBS Group
7
UBS Group
Switzerland
$15.9M +$15.9M +336,381 New
RJA
8
Raymond James & Associates
Florida
$9.91M +$1.24M +26,280 +14%
HIM
9
Hanlon Investment Management
New Jersey
$6.76M +$6.73M +142,835 New
TFA
10
Transamerica Financial Advisors
Florida
$6.67M +$6.64M +140,898 New
CS
11
Credit Suisse
Switzerland
$6.37M -$2.4M -50,865 -27%
LPL Financial
12
LPL Financial
California
$5.5M -$1.59M -33,826 -23%
Comerica Bank
13
Comerica Bank
Texas
$4.35M +$1.31M +27,758 +43%
Stifel Financial
14
Stifel Financial
Missouri
$4.3M +$206K +4,378 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.71M -$70.2K -1,489 -2%
BWM
16
Bernicke Wealth Management
Wisconsin
$2.87M +$2.86M +60,703 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.28M +$775K +16,447 +52%
BKBG
18
BHF Kleinwort Benson Group
Belgium
$2.08M
VC
19
Vicus Capital
Pennsylvania
$1.69M +$685K +14,533 +69%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.55M +$121K +2,572 +9%
AWM
21
Altavista Wealth Management
North Carolina
$1.46M +$340K +7,215 +30%
Ameriprise
22
Ameriprise
Minnesota
$1.46M +$244K +5,174 +20%
EWM
23
Empirical Wealth Management
Washington
$1.45M +$566 +12 +0%
UCFA
24
United Capital Financial Advisors
Texas
$1.35M -$79K -1,675 -6%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.26M +$99.1K +2,102 +9%