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VanEck Intermediate Muni ETF

156 hedge funds and large institutions have $1.18B invested in VanEck Intermediate Muni ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 73.14%74.69% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less capital invested

Capital invested by funds: $1.26B → $1.18B (-$80.4M)

7% less funds holding

Funds holding: 168156 (-12)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
42
Reduced
70
Closed
28
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
$523M -$36.1M -789,883 -6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$95.6M -$1.34M -29,373 -1%
LPL Financial
3
LPL Financial
California
$58.7M +$4.45M +97,297 +8%
Jane Street
4
Jane Street
New York
$48.9M +$37.3M +816,844 +266%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.3M -$26M -568,082 -37%
Wells Fargo
6
Wells Fargo
California
$29M +$30.7K +672 +0.1%
UBS Group
7
UBS Group
Switzerland
$28.5M +$3.27M +71,455 +12%
DBT
8
Dubuque Bank & Trust
Iowa
$27.9M +$31.3K +684 +0.1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$24.4M -$2.66M -58,201 -10%
Morgan Stanley
10
Morgan Stanley
New York
$22.1M -$13.1M -287,515 -36%
AWE
11
Avidian Wealth Enterprises
Texas
$18.8M +$8.57M +187,512 +77%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.4M +$4.69M +102,690 +35%
CAM
13
Caprin Asset Management
Virginia
$17M -$4.41M -96,395 -20%
MG
14
Mather Group
Illinois
$12.9M -$327K -7,159 -2%
OMC
15
Old Mission Capital
Illinois
$12.6M +$13.2M +288,553 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$11.7M +$1.09M +23,752 +10%
CI
17
CX Institutional
Indiana
$10.1M +$1.86M +40,602 +21%
ACA
18
Ackerman Capital Advisors
Texas
$9.55M +$531K +11,614 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.88M -$3.59M -78,529 -28%
Stifel Financial
20
Stifel Financial
Missouri
$8.53M -$90K -1,969 -1%
Ameriprise
21
Ameriprise
Minnesota
$7.86M +$519K +11,365 +7%
Truist Financial
22
Truist Financial
North Carolina
$6.89M +$29.6K +648 +0.4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.69M -$675K -14,762 -9%
RJA
24
Raymond James & Associates
Florida
$5.01M +$422K +9,242 +9%
NA
25
NewEdge Advisors
Louisiana
$4.83M -$131K -2,875 -3%