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VanEck Intermediate Muni ETF

132 hedge funds and large institutions have $1.16B invested in VanEck Intermediate Muni ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0.7% less ownership

Funds ownership: 35.61%34.9% (-0.7%)

2% less capital invested

Capital invested by funds: $1.19B → $1.16B (-$25.5M)

13% less funds holding

Funds holding: 151132 (-19)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

68% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 28

Holders
132
Holders Change
-19
Holders Change %
-12.58%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
43
Reduced
41
Closed
28
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
$790M -$8.28M -176,060 -1%
UBS Group
2
UBS Group
Switzerland
$47.5M -$2.27M -48,261 -5%
CAM
3
Caprin Asset Management
Virginia
$43.6M +$1.34M +28,561 +3%
CWM
4
Cornerstone Wealth Management
Missouri
$35.6M +$3.32M +70,616 +20%
OAM
5
Oppenheimer Asset Management
New York
$24.4M +$1.7M +36,081 +7%
Morgan Stanley
6
Morgan Stanley
New York
$23.1M -$1.08M -22,951 -4%
Wells Fargo
7
Wells Fargo
California
$19.8M +$212K +4,513 +1%
BTS
8
BB&T Securities
Virginia
$17.5M +$988K +20,999 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.9M +$384K +8,166 +4%
Ameriprise
10
Ameriprise
Minnesota
$10.3M +$1.37M +29,112 +15%
LPL Financial
11
LPL Financial
California
$9.94M +$436K +9,269 +5%
RCIM
12
Red Cedar Investment Management
Michigan
$8.4M +$8.48M +180,236 New
AWS
13
AJ Wealth Strategies
New York
$6.79M +$543K +11,549 +9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.78M +$5.31M +112,969 +1,026%
VC
15
Vicus Capital
Pennsylvania
$5.7M +$268K +5,691 +5%
CT
16
CPF Texas
Texas
$5.61M +$279K +5,930 +5%
CCP
17
Cardan Capital Partners
Colorado
$5.14M -$31.9K -679 -0.6%
Stifel Financial
18
Stifel Financial
Missouri
$4.99M -$765K -16,264 -13%
Jane Street
19
Jane Street
New York
$4.42M +$1.96M +41,574 +78%
CI
20
CX Institutional
Indiana
$4.23M -$133K -2,835 -3%
CCA
21
Clearwater Capital Advisors
Illinois
$3.85M +$28.2K +600 +0.7%
UBS AM
22
UBS AM
Illinois
$3.29M -$35K -745 -1%
LP
23
LGL Partners
Pennsylvania
$2.97M -$27K -574 -0.9%
BOTW
24
Bank of the West
California
$2.54M -$86.9K -1,847 -3%
CPO
25
Cerity Partners OCIO
New York
$2.53M -$204K -4,344 -7%

ITM Hedge Fund Activity: Q3 2018 in Review

132 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2018, worth a combined $1.16B — down 2.1% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ITM and 9 opened new positions — a net loss of 19 holders — while 41 trimmed existing stakes and 43 added.

The largest buyer was Susquehanna International Group, adding an estimated $5.31M. The largest seller was Bank of America, cutting an estimated $8.28M.

  • 132 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2018, down from 151 in Q2 2018.
  • Funds reported $1.16B of VanEck Intermediate Muni ETF stock for Q3 2018, down 2.1% quarter-over-quarter.
  • 9 funds opened new VanEck Intermediate Muni ETF positions in Q3 2018 and 28 closed out, a net change of -19 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $5.31M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2018 was Bank of America, an estimated $8.28M sold.

Based on aggregated 13F filings for Q3 2018.