We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

104 hedge funds and large institutions have $890M invested in VanEck Intermediate Muni ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

5% more funds holding

Funds holding: 99104 (+5)

5% more capital invested

Capital invested by funds: $850M → $890M (+$39.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 29.9%29.52% (-0.38%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
38
Reduced
25
Closed
16
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
$624M +$32.8M +670,576 +6%
UBS Group
2
UBS Group
Switzerland
$39.8M +$3.69M +75,246 +10%
Morgan Stanley
3
Morgan Stanley
New York
$29.8M -$5.24M -106,959 -15%
RJA
4
Raymond James & Associates
Florida
$26.7M +$4.19M +85,585 +19%
CAM
5
Caprin Asset Management
Virginia
$25.4M +$6.05M +123,451 +32%
Wells Fargo
6
Wells Fargo
California
$24.7M +$5.66M +115,569 +30%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.7M +$10.6M +215,451 New
LPL Financial
8
LPL Financial
California
$10.4M -$35.2M -718,662 -78%
BTS
9
BB&T Securities
Virginia
$9.72M +$3.42M +69,888 +56%
CCP
10
Cardan Capital Partners
Colorado
$6.21M +$168K +3,421 +3%
BWM
11
Bernicke Wealth Management
Wisconsin
$6.2M -$232K -4,728 -4%
Stifel Financial
12
Stifel Financial
Missouri
$6.15M +$200K +4,076 +3%
VC
13
Vicus Capital
Pennsylvania
$6.14M +$883K +18,020 +17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.27M +$3.6M +73,453 +585%
CCA
15
Clearwater Capital Advisors
Illinois
$3.03M +$2.98M +60,899 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.56M -$657K -13,417 -21%
Comerica Bank
17
Comerica Bank
Texas
$2.34M -$50.4K -1,029 -2%
HWP
18
Hefty Wealth Partners
Indiana
$2.18M +$34.2K +698 +2%
SSWM
19
Sheets Smith Wealth Management
North Carolina
$2.14M +$2.11M +43,100 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.99M -$1.47M -29,935 -43%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.88M +$1.38M +28,254 +294%
SWP
22
Stratos Wealth Partners
Ohio
$1.77M +$1.75M +35,640 New
MA
23
MUFG Americas
New York
$1.71M +$1.06M +21,671 +169%
CPO
24
Cerity Partners OCIO
New York
$1.59M -$135K -2,766 -8%
Lazard Asset Management
25
Lazard Asset Management
New York
$1.58M

ITM Hedge Fund Activity: Q2 2016 in Review

104 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2016, worth a combined $890M — up 4.6% from $850M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ITM positions and 16 closed out — a net gain of 7 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $32.8M. The largest seller was LPL Financial, cutting an estimated $35.2M.

  • 104 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2016, up from 99 in Q1 2016.
  • Funds reported $890M of VanEck Intermediate Muni ETF stock for Q2 2016, up 4.6% quarter-over-quarter.
  • 23 funds opened new VanEck Intermediate Muni ETF positions in Q2 2016 and 16 closed out, a net change of +7 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2016 was Bank of America, an estimated $32.8M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2016 was LPL Financial, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2016.