We are live on ! Find out more
ITM icon

VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.52B invested in VanEck Intermediate Muni ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

29% more capital invested

Capital invested by funds: $1.18B → $1.52B (+$342M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 156163 (+7)

4.31% more ownership

Funds ownership: 74.69%79% (+4.3%)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
52
Reduced
57
Closed
20
Calls
$470K
Puts
Net Calls
+$470K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$657M +$107M +2,395,861 +20%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$267M +$164M +3,653,957 +166%
LPL Financial
3
LPL Financial
California
$60.9M -$640K -14,294 -1%
DBT
4
Dubuque Bank & Trust
Iowa
$40.2M +$10.8M +240,329 +38%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$31.6M +$5.62M +125,648 +23%
Morgan Stanley
6
Morgan Stanley
New York
$29M +$5.78M +129,104 +25%
CI
7
CX Institutional
Indiana
$27.9M +$17M +379,937 +164%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$27.6M -$16.4M -365,406 -38%
Wells Fargo
9
Wells Fargo
California
$26.6M -$3.66M -81,719 -12%
Ameriprise
10
Ameriprise
Minnesota
$24.7M +$16.1M +360,536 +200%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24M +$5.67M +126,800 +32%
UBS Group
12
UBS Group
Switzerland
$21.8M -$7.89M -176,325 -27%
AWE
13
Avidian Wealth Enterprises
Texas
$18M -$1.68M -37,603 -9%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$15.2M +$2.91M +64,919 +24%
Renaissance Technologies
15
Renaissance Technologies
New York
$15M +$14.7M +327,867 New
CAM
16
Caprin Asset Management
Virginia
$13.7M -$4.04M -90,291 -23%
MG
17
Mather Group
Illinois
$11.9M -$1.54M -34,491 -12%
ACA
18
Ackerman Capital Advisors
Texas
$9.7M -$294K -6,578 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$8.4M +$6.23M +139,149 +310%
CCMG
20
Clark Capital Management Group
Pennsylvania
$7.72M +$3.22M +72,005 +74%
ONB
21
Old National Bancorp
Indiana
$7.57M +$5.43M +121,286 +272%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.91M -$2.35M -52,479 -26%
US Bancorp
23
US Bancorp
Minnesota
$6.84M +$6.67M +149,108 +17,080%
Stifel Financial
24
Stifel Financial
Missouri
$6.72M -$2.18M -48,666 -25%
AWS
25
AJ Wealth Strategies
New York
$6.38M +$3.31M +73,949 +112%

ITM Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q4 2022, worth a combined $1.52B — up 29% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ITM positions and 20 closed out — a net gain of 10 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $48.9M sold.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q4 2022, up from 156 in Q3 2022.
  • Funds reported $1.52B of VanEck Intermediate Muni ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 30 funds opened new VanEck Intermediate Muni ETF positions in Q4 2022 and 20 closed out, a net change of +10 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $164M added.
  • The largest VanEck Intermediate Muni ETF seller in Q4 2022 was Jane Street, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2022.