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VanEck Intermediate Muni ETF

179 hedge funds and large institutions have $1.31B invested in VanEck Intermediate Muni ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.09% more ownership

Funds ownership: 75.14%77.24% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 184179 (-5)

10% less capital invested

Capital invested by funds: $1.45B → $1.31B (-$148M)

37% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 75

Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
47
Reduced
75
Closed
23
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
$684M -$84.6M -1,715,989 -11%
LPL Financial
2
LPL Financial
California
$64.4M -$780K -15,819 -1%
UBS Group
3
UBS Group
Switzerland
$39.3M -$2.25M -45,749 -5%
CAM
4
Caprin Asset Management
Virginia
$37.9M -$1.76M -35,697 -4%
DBT
5
Dubuque Bank & Trust
Iowa
$33.2M -$3.18M -64,447 -8%
Morgan Stanley
6
Morgan Stanley
New York
$31.9M +$2.01M +40,775 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$31.4M +$28.7M +582,793 +716%
Wells Fargo
8
Wells Fargo
California
$28.3M -$1.17M -23,757 -4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$27.6M +$20M +406,055 +229%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$18.9M +$17.5M +355,131 +800%
AWE
11
Avidian Wealth Enterprises
Texas
$18.1M -$232K -4,715 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.8M +$2.75M +55,892 +20%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.8M +$490K +9,941 +3%
Ameriprise
14
Ameriprise
Minnesota
$12.2M -$816K -16,563 -6%
Jane Street
15
Jane Street
New York
$11.7M -$5.3M -107,605 -30%
CI
16
CX Institutional
Indiana
$10M +$808K +16,399 +8%
NA
17
NewEdge Advisors
Louisiana
$10M -$2.6M -52,689 -20%
Stifel Financial
18
Stifel Financial
Missouri
$9.9M +$123K +2,503 +1%
Truist Financial
19
Truist Financial
North Carolina
$8.42M +$2.41M +48,957 +38%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.32M -$443K -8,995 -5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.1M +$2.93M +59,463 +53%
CCM
22
Condor Capital Management
New Jersey
$7.41M +$236K +4,780 +3%
MG
23
Mather Group
Illinois
$6.18M +$6.44M +130,589 New
BOPW
24
Brandywine Oak Private Wealth
Pennsylvania
$5.47M +$794K +16,114 +16%
RJA
25
Raymond James & Associates
Florida
$5.37M -$393K -7,982 -7%

ITM Hedge Fund Activity: Q1 2022 in Review

179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2022, worth a combined $1.31B — down 10% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ITM and 21 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 47 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $74.9M. The largest seller was Bank of America, cutting an estimated $84.6M.

  • 179 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2022, down from 184 in Q4 2021.
  • Funds reported $1.31B of VanEck Intermediate Muni ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q1 2022 and 23 closed out, a net change of -2 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $74.9M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2022 was Bank of America, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2022.