We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

144 hedge funds and large institutions have $1.27B invested in VanEck Intermediate Muni ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$11M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 147144 (-3)

2.05% less ownership

Funds ownership: 73.68%71.63% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
50
Reduced
44
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
$872M +$21.3M +433,467 +3%
CAM
2
Caprin Asset Management
Virginia
$45M -$718K -14,599 -2%
UBS Group
3
UBS Group
Switzerland
$38M -$3.98M -80,819 -10%
Morgan Stanley
4
Morgan Stanley
New York
$28.2M +$910K +18,489 +3%
BTS
5
BB&T Securities
Virginia
$19.1M +$279K +5,660 +1%
Wells Fargo
6
Wells Fargo
California
$17.3M +$1.1M +22,253 +7%
CI
7
CX Institutional
Indiana
$13.1M +$362K +7,359 +3%
Ameriprise
8
Ameriprise
Minnesota
$12.8M +$483K +9,823 +4%
Jane Street
9
Jane Street
New York
$12.7M -$20.2M -410,422 -62%
AWS
10
AJ Wealth Strategies
New York
$12.1M +$1.21M +24,663 +11%
OAM
11
Oppenheimer Asset Management
New York
$11.6M -$25.8K -524 -0.2%
LPL Financial
12
LPL Financial
California
$8.9M +$796K +16,184 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.71M +$203K +4,129 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.26M +$356K +7,224 +5%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$8.08M +$216K +4,398 +3%
CCM
16
Condor Capital Management
New Jersey
$6.27M -$68.2K -1,386 -1%
VC
17
Vicus Capital
Pennsylvania
$6.19M -$454K -9,217 -7%
Stifel Financial
18
Stifel Financial
Missouri
$6.16M +$405K +8,229 +7%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5.98M
CCP
20
Cardan Capital Partners
Colorado
$5.09M -$292K -5,942 -5%
UBS AM
21
UBS AM
Illinois
$5.04M +$1.84M +37,328 +58%
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
$4.63M +$92.1K +1,872 +2%
G
23
GenTrust
Florida
$4.2M -$2.79M -56,706 -40%
Citadel Advisors
24
Citadel Advisors
Florida
$4.19M -$8.17M -166,085 -66%
PWG
25
Private Wealth Group
Florida
$4.11M -$227K -4,605 -5%

ITM Hedge Fund Activity: Q2 2019 in Review

144 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2019, worth a combined $1.27B — up 0.88% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ITM and 14 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $21.3M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 144 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2019, down from 147 in Q1 2019.
  • Funds reported $1.27B of VanEck Intermediate Muni ETF stock for Q2 2019, up 0.88% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q2 2019 and 15 closed out, a net change of -1 holder.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2019 was Bank of America, an estimated $21.3M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2019 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2019.