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VanEck Intermediate Muni ETF

147 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $1.19B → $1.26B (+$62.7M)

1.77% more ownership

Funds ownership: 71.92%73.68% (+1.8%)

0% more funds holding

Funds holding: 147147 (0)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
41
Reduced
48
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
$834M +$36.4M +758,267 +5%
CAM
2
Caprin Asset Management
Virginia
$44.8M +$423K +8,813 +1%
UBS Group
3
UBS Group
Switzerland
$41.2M +$3.15M +65,713 +8%
Jane Street
4
Jane Street
New York
$32.5M +$22.9M +476,886 +253%
Morgan Stanley
5
Morgan Stanley
New York
$26.7M +$525K +10,946 +2%
BTS
6
BB&T Securities
Virginia
$18.5M +$159K +3,305 +0.9%
Wells Fargo
7
Wells Fargo
California
$15.9M -$765K -15,948 -5%
CI
8
CX Institutional
Indiana
$12.5M +$1.84M +38,275 +18%
Citadel Advisors
9
Citadel Advisors
Florida
$12.2M +$12M +250,391 New
Ameriprise
10
Ameriprise
Minnesota
$12.1M -$115K -2,402 -1%
OAM
11
Oppenheimer Asset Management
New York
$11.4M -$14.1M -293,666 -56%
AWS
12
AJ Wealth Strategies
New York
$10.7M +$935K +19,485 +10%
RCIM
13
Red Cedar Investment Management
Michigan
$8.76M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.34M -$160K -3,331 -2%
LPL Financial
15
LPL Financial
California
$7.94M -$2.15M -44,737 -22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.75M -$323K -6,734 -4%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$7.71M -$42K -875 -0.6%
G
18
GenTrust
Florida
$6.89M +$913K +19,037 +16%
VC
19
Vicus Capital
Pennsylvania
$6.52M +$305K +6,354 +5%
CCM
20
Condor Capital Management
New Jersey
$6.22M +$59.2K +1,234 +1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5.98M +$5.54M +115,428 New
Stifel Financial
22
Stifel Financial
Missouri
$5.64M +$506K +10,542 +10%
CCP
23
Cardan Capital Partners
Colorado
$5.28M -$371K -7,727 -7%
BOPW
24
Brandywine Oak Private Wealth
Pennsylvania
$4.45M -$418K -8,722 -9%
PWG
25
Private Wealth Group
Florida
$4.26M -$12.6K -262 -0.3%

ITM Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2019, worth a combined $1.26B — up 5.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ITM positions and 15 closed out — a net gain of 3 holders — while 41 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $36.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.3M.

  • 147 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 18 funds opened new VanEck Intermediate Muni ETF positions in Q1 2019 and 15 closed out, a net change of +3 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2019 was Bank of America, an estimated $36.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2019.