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VanEck Intermediate Muni ETF

148 hedge funds and large institutions have $1.21B invested in VanEck Intermediate Muni ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

0.77% more ownership

Funds ownership: 34.11%34.88% (+0.77%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$3.2M)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 150148 (-2)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
15
Increased
54
Reduced
47
Closed
15
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
$823M +$26.5M +560,940 +3%
UBS Group
2
UBS Group
Switzerland
$54.7M -$1.83M -38,756 -3%
CAM
3
Caprin Asset Management
Virginia
$42.1M +$480K +10,179 +1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.4M +$29.5M +625,263 New
Wells Fargo
5
Wells Fargo
California
$26.2M +$2.32M +49,121 +10%
Morgan Stanley
6
Morgan Stanley
New York
$24.2M -$3.3M -69,966 -12%
OAM
7
Oppenheimer Asset Management
New York
$20.2M +$6.88M +145,714 +51%
BTS
8
BB&T Securities
Virginia
$16.1M +$1.17M +24,807 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.4M -$15M -317,085 -57%
LPL Financial
10
LPL Financial
California
$9.52M +$480K +10,164 +5%
Ameriprise
11
Ameriprise
Minnesota
$9.12M +$380K +8,053 +4%
DDPOM
12
Delta Dental Plan of Michigan
Michigan
$8.48M
JCM
13
Janney Capital Management
Pennsylvania
$6.25M +$762K +16,150 +14%
CT
14
CPF Texas
Texas
$5.77M -$2.31M -48,860 -28%
Stifel Financial
15
Stifel Financial
Missouri
$5.62M +$93.1K +1,972 +2%
VC
16
Vicus Capital
Pennsylvania
$5.55M +$210K +4,457 +4%
CCP
17
Cardan Capital Partners
Colorado
$5M -$273K -5,793 -5%
AWS
18
AJ Wealth Strategies
New York
$4.97M -$4.34M -92,014 -47%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.92M +$309K +6,540 +8%
CCA
20
Clearwater Capital Advisors
Illinois
$3.84M +$129K +2,728 +3%
UBS AM
21
UBS AM
Illinois
$3.53M +$1.45M +30,813 +70%
CPO
22
Cerity Partners OCIO
New York
$3.48M +$107K +2,269 +3%
BOTW
23
Bank of the West
California
$3.43M -$644K -13,635 -16%
JFA
24
JNBA Financial Advisors
Minnesota
$3.01M +$291K +6,163 +11%
LP
25
LGL Partners
Pennsylvania
$2.96M +$302K +6,393 +11%

ITM Hedge Fund Activity: Q1 2018 in Review

148 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2018, worth a combined $1.21B — up 0.27% from $1.21B a quarter earlier.

Fund positioning in ITM was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 54 added to existing stakes and 47 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $29.5M. The largest seller was Royal Bank of Canada, cutting an estimated $15M.

  • 148 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2018, down from 150 in Q4 2017.
  • Funds reported $1.21B of VanEck Intermediate Muni ETF stock for Q1 2018, up 0.27% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $29.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2018 was Royal Bank of Canada, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2018.