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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.19B invested in VanEck Intermediate Muni ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

37.01% more ownership

Funds ownership: 34.9%71.92% (+37%)

11% more funds holding

Funds holding: 132147 (+15)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$29.7M)

24% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 58

Holders
147
Holders Change
+15
Holders Change %
+11.36%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
35
Increased
44
Reduced
58
Closed
18
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
$776M -$28.1M -603,942 -4%
CAM
2
Caprin Asset Management
Virginia
$43.2M -$1.15M -24,725 -3%
UBS Group
3
UBS Group
Switzerland
$37M -$11.2M -239,459 -24%
Morgan Stanley
4
Morgan Stanley
New York
$25.5M +$1.9M +40,704 +8%
OAM
5
Oppenheimer Asset Management
New York
$25M +$126K +2,697 +0.5%
BTS
6
BB&T Securities
Virginia
$17.8M +$26.9K +577 +0.2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$16.9M +363,905 +23,676%
Wells Fargo
8
Wells Fargo
California
$16.2M -$3.83M -82,221 -19%
Ameriprise
9
Ameriprise
Minnesota
$11.9M +$1.39M +29,761 +14%
CI
10
CX Institutional
Indiana
$10.3M +$5.93M +127,238 +140%
AEPG
11
American Economic Planning Group
New Jersey
$10.2M +$10M +214,701 New
LPL Financial
12
LPL Financial
California
$9.85M -$266K -5,703 -3%
AWS
13
AJ Wealth Strategies
New York
$9.47M +$2.51M +53,792 +37%
Jane Street
14
Jane Street
New York
$8.94M +$4.35M +93,511 +99%
RCIM
15
Red Cedar Investment Management
Michigan
$8.56M -$47 -1 -0%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.27M +$8.11M +174,198 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.85M -$3.22M -69,174 -29%
WSTAM
18
Wilbanks Smith & Thomas Asset Management
Virginia
$7.54M +$6.05M +129,967 +450%
AI
19
Atria Investments
North Carolina
$7.36M +$6.9M +148,092 +2,120%
VC
20
Vicus Capital
Pennsylvania
$6.04M +$236K +5,059 +4%
CCM
21
Condor Capital Management
New Jersey
$5.99M +$5.88M +126,239 New
G
22
GenTrust
Florida
$5.8M +$4.79M +102,925 +535%
CCP
23
Cardan Capital Partners
Colorado
$5.5M +$268K +5,756 +5%
Deutsche Bank
24
Deutsche Bank
Germany
$5.49M +$3.99M +85,626 +285%
Stifel Financial
25
Stifel Financial
Missouri
$5M -$95.2K -2,045 -2%

ITM Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2018, worth a combined $1.19B — up 2.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITM positions and 18 closed out — a net gain of 17 holders — while 44 added to existing stakes and 58 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $28.1M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2018, up from 132 in Q3 2018.
  • Funds reported $1.19B of VanEck Intermediate Muni ETF stock for Q4 2018, up 2.6% quarter-over-quarter.
  • 35 funds opened new VanEck Intermediate Muni ETF positions in Q4 2018 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $16.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2018 was Bank of America, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2018.