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VanEck Intermediate Muni ETF

177 hedge funds and large institutions have $1.3B invested in VanEck Intermediate Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 172177 (+5)

1.18% more ownership

Funds ownership: 71.87%73.05% (+1.2%)

3% more capital invested

Capital invested by funds: $1.26B → $1.3B (+$35.3M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
64
Reduced
46
Closed
16
Calls
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$755M +$22.6M +437,135 +3%
M&T Bank
2
M&T Bank
New York
$47.2M +$5.82M +112,676 +14%
CAM
3
Caprin Asset Management
Virginia
$44.3M -$1.15M -22,196 -3%
UBS Group
4
UBS Group
Switzerland
$41.4M +$7.79M +150,782 +23%
DBT
5
Dubuque Bank & Trust
Iowa
$31.8M +$3.68M +71,308 +13%
Morgan Stanley
6
Morgan Stanley
New York
$27.9M +$350K +6,770 +1%
Wells Fargo
7
Wells Fargo
California
$24M +$1.04M +20,135 +4%
AWE
8
Avidian Wealth Enterprises
Texas
$22.4M +$7.24M +140,047 +47%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.3M +$6.12M +118,502 +66%
CI
10
CX Institutional
Indiana
$15.1M +$2.26M +43,654 +17%
VanEck Associates
11
VanEck Associates
New York
$14.3M +$310 +6 +0%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.2M +$1.01M +19,539 +8%
Ameriprise
13
Ameriprise
Minnesota
$12.4M +$1.3M +25,100 +12%
LPL Financial
14
LPL Financial
California
$9.35M +$222K +4,297 +2%
VC
15
Vicus Capital
Pennsylvania
$7.66M -$295K -5,709 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.5M -$2M -38,699 -21%
NA
17
NewEdge Advisors
Louisiana
$7.5M -$43.8K -847 -0.6%
WSTAM
18
Wilbanks Smith & Thomas Asset Management
Virginia
$7.43M -$18.1K -351 -0.2%
Stifel Financial
19
Stifel Financial
Missouri
$7.37M +$719K +13,914 +11%
ACA
20
Ackerman Capital Advisors
Texas
$7.31M +$11.2K +217 +0.2%
CCM
21
Condor Capital Management
New Jersey
$6.9M +$313K +6,059 +5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$6.21M +$130K +2,520 +2%
Truist Financial
23
Truist Financial
North Carolina
$6.13M -$7.41M -143,436 -55%
PPWP
24
Proquility Private Wealth Partners
Nevada
$6.02M -$63.3K -1,226 -1%
AWS
25
AJ Wealth Strategies
New York
$6M -$572K -11,079 -9%

ITM Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2021, worth a combined $1.3B — up 2.8% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 16 closed out — a net gain of 5 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $22.6M. The largest seller was Truist Financial, cutting an estimated $7.41M.

  • 177 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $1.3B of VanEck Intermediate Muni ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2021 and 16 closed out, a net change of +5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2021 was Bank of America, an estimated $22.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2021 was Truist Financial, an estimated $7.41M sold.

Based on aggregated 13F filings for Q1 2021.