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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.41B invested in VanEck Intermediate Muni ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 32

2% more capital invested

Capital invested by funds: $1.38B → $1.41B (+$30.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.37% less ownership

Funds ownership: 73.97%73.6% (-0.37%)

4% less funds holding

Funds holding: 179172 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
172
Holders Change
-7
Holders Change %
-3.91%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
78
Reduced
32
Closed
17
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
$805M +$13.9M +268,063 +2%
LPL Financial
2
LPL Financial
California
$70.9M +$6.67M +128,527 +10%
UBS Group
3
UBS Group
Switzerland
$43.9M -$131K -2,532 -0.3%
CAM
4
Caprin Asset Management
Virginia
$43.1M -$954K -18,383 -2%
DBT
5
Dubuque Bank & Trust
Iowa
$34.8M +$1.06M +20,396 +3%
Morgan Stanley
6
Morgan Stanley
New York
$33.9M +$135K +2,594 +0.4%
Wells Fargo
7
Wells Fargo
California
$28.8M +$4.55M +87,649 +18%
AWE
8
Avidian Wealth Enterprises
Texas
$23.1M +$1.1M +21,268 +5%
NA
9
NewEdge Advisors
Louisiana
$19.7M +$12.1M +233,614 +155%
Jane Street
10
Jane Street
New York
$17.2M +$7.44M +143,308 +75%
VanEck Associates
11
VanEck Associates
New York
$16.6M +$73.9K +1,424 +0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$15.6M +$1.55M +29,856 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.4M +$491K +9,466 +3%
Ameriprise
14
Ameriprise
Minnesota
$13.5M +$871K +16,792 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.9M +$1.79M +34,469 +19%
Stifel Financial
16
Stifel Financial
Missouri
$10.2M +$3M +57,820 +41%
CI
17
CX Institutional
Indiana
$8.61M -$7.23M -139,236 -45%
ACA
18
Ackerman Capital Advisors
Texas
$8.49M +$164K +3,161 +2%
VC
19
Vicus Capital
Pennsylvania
$7.58M -$135K -2,604 -2%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$7.48M +$26.6K +512 +0.4%
CCM
21
Condor Capital Management
New Jersey
$7.46M +$433K +8,338 +6%
AWS
22
AJ Wealth Strategies
New York
$6.75M -$1.11M -21,456 -14%
Truist Financial
23
Truist Financial
North Carolina
$6.59M +$274K +5,271 +4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.14M -$35.4K -682 -0.6%
PPWP
25
Proquility Private Wealth Partners
Nevada
$5.79M -$5.45K -105 -0.1%

ITM Hedge Fund Activity: Q3 2021 in Review

172 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2021, worth a combined $1.41B — up 2.2% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ITM and 11 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 78 added.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was CX Institutional, cutting an estimated $7.23M.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2021, down from 179 in Q2 2021.
  • Funds reported $1.41B of VanEck Intermediate Muni ETF stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 11 funds opened new VanEck Intermediate Muni ETF positions in Q3 2021 and 17 closed out, a net change of -6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2021 was Bank of America, an estimated $13.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2021 was CX Institutional, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.