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VanEck Intermediate Muni ETF

144 hedge funds and large institutions have $1.36B invested in VanEck Intermediate Muni ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $1.27B → $1.36B (+$93.5M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.3% more ownership

Funds ownership: 71.63%71.93% (+0.3%)

0% more funds holding

Funds holding: 144144 (0)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
15
Increased
54
Reduced
37
Closed
14
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
$920M +$37.7M +748,430 +4%
CAM
2
Caprin Asset Management
Virginia
$44.9M -$808K -16,027 -2%
AWS
3
AJ Wealth Strategies
New York
$39.9M +$27.6M +548,700 +225%
UBS Group
4
UBS Group
Switzerland
$39.7M +$1.28M +25,329 +3%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M -$760K -15,076 -3%
Wells Fargo
6
Wells Fargo
California
$20.3M +$2.78M +55,270 +16%
BTS
7
BB&T Securities
Virginia
$19.4M +$38.7K +769 +0.2%
CI
8
CX Institutional
Indiana
$13.1M -$195K -3,875 -1%
Ameriprise
9
Ameriprise
Minnesota
$12.6M -$365K -7,244 -3%
OAM
10
Oppenheimer Asset Management
New York
$11.6M -$90.3K -1,793 -0.8%
NA
11
NewEdge Advisors
Louisiana
$9.46M +$9.47M +188,025 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.31M +$507K +10,066 +6%
LPL Financial
13
LPL Financial
California
$9.12M +$112K +2,226 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.78M +$428K +8,491 +5%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$7.95M -$221K -4,393 -3%
VC
16
Vicus Capital
Pennsylvania
$6.46M +$207K +4,100 +3%
CCM
17
Condor Capital Management
New Jersey
$6.34M +$655 +13 +0%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.25M +$6.26M +124,171 New
G
19
GenTrust
Florida
$6.14M +$1.89M +37,525 +44%
Stifel Financial
20
Stifel Financial
Missouri
$6.03M -$199K -3,941 -3%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5.98M
OIA
22
Optimum Investment Advisors
Illinois
$5.83M +$2.14M +42,500 +58%
UBS AM
23
UBS AM
Illinois
$5.73M +$637K +12,647 +12%
CCP
24
Cardan Capital Partners
Colorado
$5.22M +$72.7K +1,442 +1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.98M +$2.92M +58,008 +142%

ITM Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2019, worth a combined $1.36B — up 7.4% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ITM positions and 14 closed out — a net gain of 1 holder — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $37.7M. The largest seller was Jane Street, cutting an estimated $11.8M.

  • 144 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $1.36B of VanEck Intermediate Muni ETF stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q3 2019 and 14 closed out, a net change of +1 holder.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2019 was Bank of America, an estimated $37.7M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2019 was Jane Street, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2019.