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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.26B invested in VanEck Intermediate Muni ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.2B → $1.26B (+$66M)

4% more funds holding

Funds holding: 166172 (+6)

0.85% more ownership

Funds ownership: 71.02%71.87% (+0.85%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
27
Increased
58
Reduced
42
Closed
19
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
$744M +$15.4M +299,618 +2%
CAM
2
Caprin Asset Management
Virginia
$46.1M +$479K +9,307 +1%
M&T Bank
3
M&T Bank
New York
$42.1M +$2.59M +50,333 +7%
UBS Group
4
UBS Group
Switzerland
$34.2M +$862K +16,748 +3%
DBT
5
Dubuque Bank & Trust
Iowa
$28.6M +$5.26M +102,159 +23%
Morgan Stanley
6
Morgan Stanley
New York
$28M +$883K +17,143 +3%
Wells Fargo
7
Wells Fargo
California
$23.3M +$1.43M +27,701 +7%
AWE
8
Avidian Wealth Enterprises
Texas
$15.5M +$7.44M +144,499 +94%
VanEck Associates
9
VanEck Associates
New York
$14.5M +$5.15M +100,010 +56%
Truist Financial
10
Truist Financial
North Carolina
$13.7M +$172K +3,334 +1%
CI
11
CX Institutional
Indiana
$13.1M +$1.44M +27,933 +12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$12.4M +$867K +16,838 +8%
Ameriprise
13
Ameriprise
Minnesota
$11.2M +$896K +17,407 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.63M +$179K +3,472 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.35M +$79.4K +1,543 +0.9%
LPL Financial
16
LPL Financial
California
$9.27M +$1.44M +27,872 +19%
VC
17
Vicus Capital
Pennsylvania
$8.07M +$489K +9,500 +7%
NA
18
NewEdge Advisors
Louisiana
$7.66M -$3.5M -67,927 -32%
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$7.56M -$77.4K -1,503 -1%
ACA
20
Ackerman Capital Advisors
Texas
$7.41M +$460K +8,941 +7%
Stifel Financial
21
Stifel Financial
Missouri
$6.76M +$136K +2,635 +2%
CCM
22
Condor Capital Management
New Jersey
$6.69M +$136K +2,649 +2%
AWS
23
AJ Wealth Strategies
New York
$6.67M -$1.11M -21,551 -14%
PPWP
24
Proquility Private Wealth Partners
Nevada
$6.18M +$6.11M +118,730 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.17M -$130K -2,532 -2%

ITM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2020, worth a combined $1.26B — up 5.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ITM positions and 19 closed out — a net gain of 8 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Oppenheimer Asset Management, exiting entirely with an estimated $5.15M sold.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.26B of VanEck Intermediate Muni ETF stock for Q4 2020, up 5.5% quarter-over-quarter.
  • 27 funds opened new VanEck Intermediate Muni ETF positions in Q4 2020 and 19 closed out, a net change of +8 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2020 was Bank of America, an estimated $15.4M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2020 was Oppenheimer Asset Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2020.