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VanEck Intermediate Muni ETF

150 hedge funds and large institutions have $1.36B invested in VanEck Intermediate Muni ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

4% more funds holding

Funds holding: 144150 (+6)

1.18% more ownership

Funds ownership: 71.93%73.1% (+1.2%)

0% less capital invested

Capital invested by funds: $1.36B → $1.36B (-$3.13K)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
22
Increased
52
Reduced
36
Closed
13
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
$931M +$12.9M +256,329 +1%
UBS Group
2
UBS Group
Switzerland
$44.4M +$4.71M +93,805 +12%
CAM
3
Caprin Asset Management
Virginia
$44.3M -$317K -6,305 -0.7%
AWS
4
AJ Wealth Strategies
New York
$28.1M -$11.7M -232,879 -29%
Morgan Stanley
5
Morgan Stanley
New York
$27.6M -$89.8K -1,787 -0.3%
Truist Financial
6
Truist Financial
North Carolina
$20.2M +$20.2M +401,984 New
Wells Fargo
7
Wells Fargo
California
$19.8M -$414K -8,242 -2%
OAM
8
Oppenheimer Asset Management
New York
$11.7M +$89.4K +1,780 +0.8%
Ameriprise
9
Ameriprise
Minnesota
$11.4M -$1.16M -23,117 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.2M +$925K +18,412 +10%
LPL Financial
11
LPL Financial
California
$9.7M +$596K +11,858 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.58M +$821K +16,332 +9%
G
13
GenTrust
Florida
$9.47M +$3.34M +66,463 +54%
NA
14
NewEdge Advisors
Louisiana
$9.45M +$10.4K +208 +0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.57M +$2.34M +46,512 +37%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7.63M +$4.14M +82,442 +119%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$7.16M -$772K -15,359 -10%
VC
18
Vicus Capital
Pennsylvania
$7.1M +$649K +12,922 +10%
CCM
19
Condor Capital Management
New Jersey
$6.42M +$91.2K +1,815 +1%
Stifel Financial
20
Stifel Financial
Missouri
$6.21M +$185K +3,680 +3%
OIA
21
Optimum Investment Advisors
Illinois
$6.07M +$251K +5,000 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$5.98M
CCP
23
Cardan Capital Partners
Colorado
$5.43M +$219K +4,362 +4%
BOPW
24
Brandywine Oak Private Wealth
Pennsylvania
$5.04M +$322K +6,419 +7%
CCA
25
Clearwater Capital Advisors
Illinois
$3.97M -$10K -199 -0.3%

ITM Hedge Fund Activity: Q4 2019 in Review

150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2019, worth a combined $1.36B — down 0% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ITM positions and 13 closed out — a net gain of 9 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.2M. The largest seller was CX Institutional, cutting an estimated $12.4M.

  • 150 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $1.36B of VanEck Intermediate Muni ETF stock for Q4 2019, down 0% quarter-over-quarter.
  • 22 funds opened new VanEck Intermediate Muni ETF positions in Q4 2019 and 13 closed out, a net change of +9 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2019 was Truist Financial, an estimated $20.2M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2019 was CX Institutional, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2019.