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VanEck Intermediate Muni ETF

162 hedge funds and large institutions have $1.39B invested in VanEck Intermediate Muni ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $1.46B → $1.39B (-$65.7M)

2.84% less ownership

Funds ownership: 73.16%70.32% (-2.8%)

4% less funds holding

Funds holding: 169162 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

36% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.44M

Holders
162
Holders Change
-7
Holders Change %
-4.14%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
45
Reduced
70
Closed
22
Calls
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$720M +$8.07M +174,915 +1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$93.2M -$2.73M -59,209 -3%
LPL Financial
3
LPL Financial
California
$66.6M +$665K +14,431 +1%
DBT
4
Dubuque Bank & Trust
Iowa
$36.1M +$1.08M +23,379 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$27.9M -$9.95M -215,840 -26%
CI
6
CX Institutional
Indiana
$27.9M -$494K -10,717 -2%
Wells Fargo
7
Wells Fargo
California
$27.7M +$866K +18,783 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$27.3M -$1.03M -22,389 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$25.6M -$882K -19,126 -3%
Morgan Stanley
10
Morgan Stanley
New York
$25.6M +$806K +17,478 +3%
UBS Group
11
UBS Group
Switzerland
$18.5M -$2.35M -51,004 -11%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$17.7M +$1.66M +35,973 +10%
AWE
13
Avidian Wealth Enterprises
Texas
$15.8M -$3.34M -72,513 -17%
Jane Street
14
Jane Street
New York
$13.4M -$30.8M -667,224 -70%
DIA
15
Davidson Investment Advisors
Montana
$12.9M -$56.4K -1,223 -0.4%
MG
16
Mather Group
Illinois
$11.3M -$557K -12,090 -5%
ONB
17
Old National Bancorp
Indiana
$10.5M +$2.46M +53,301 +30%
Ameriprise
18
Ameriprise
Minnesota
$10.4M +$394K +8,541 +4%
Stifel Financial
19
Stifel Financial
Missouri
$8.35M +$207K +4,497 +3%
CCM
20
Condor Capital Management
New Jersey
$8.28M +$317K +6,883 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.82M -$2M -43,375 -20%
Truist Financial
22
Truist Financial
North Carolina
$7.17M -$194K -4,217 -3%
CCMG
23
Clark Capital Management Group
Pennsylvania
$7.08M -$1.56M -33,807 -18%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$6.94M +$4.01M +86,955 +137%
AP
25
Advisors Preferred
Maryland
$6.42M +$1.9M +41,215 +42%

ITM Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2023, worth a combined $1.39B — down 4.5% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ITM and 15 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 45 added.

The largest buyer was Bank of America, adding an estimated $8.07M. The largest seller was Jane Street, cutting an estimated $30.8M.

  • 162 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2023, down from 169 in Q1 2023.
  • Funds reported $1.39B of VanEck Intermediate Muni ETF stock for Q2 2023, down 4.5% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q2 2023 and 22 closed out, a net change of -7 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2023 was Bank of America, an estimated $8.07M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2023 was Jane Street, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2023.