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VanEck Intermediate Muni ETF

164 hedge funds and large institutions have $1.45B invested in VanEck Intermediate Muni ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14.62% more ownership

Funds ownership: 70.32%84.94% (+15%)

1% more funds holding

Funds holding: 162164 (+2)

4% more capital invested

Capital invested by funds: $1.39B → $1.45B (+$61.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $516K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
59
Reduced
47
Closed
15
Calls
Puts
$516K
Net Calls
-$516K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$721M +$32.6M +716,976 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$123M +$34.6M +760,279 +38%
LPL Financial
3
LPL Financial
California
$64.7M +$949K +20,872 +1%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$56.4M +$30.6M +672,901 +111%
DBT
5
Dubuque Bank & Trust
Iowa
$37M +$2.51M +55,134 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.8M +$5.88M +129,229 +22%
UBS Group
7
UBS Group
Switzerland
$27.9M +$10.5M +231,515 +58%
CI
8
CX Institutional
Indiana
$27.8M +$1.21M +26,587 +4%
Wells Fargo
9
Wells Fargo
California
$27.4M +$851K +18,715 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$26.1M +$1.61M +35,403 +6%
Morgan Stanley
11
Morgan Stanley
New York
$21.5M -$3.07M -67,462 -12%
JP Morgan Chase
12
JP Morgan Chase
New York
$18.8M +$19.4M +426,793 New
AWE
13
Avidian Wealth Enterprises
Texas
$16.1M +$937K +20,598 +6%
DIA
14
Davidson Investment Advisors
Montana
$11.7M -$622K -13,673 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.2M +$3.84M +84,463 +50%
MG
16
Mather Group
Illinois
$10.8M -$11.4K -250 -0.1%
OIA
17
OneDigital Investment Advisors
Kansas
$9.9M +$8.31M +182,755 +438%
ONB
18
Old National Bancorp
Indiana
$9.6M -$481K -10,571 -5%
Ameriprise
19
Ameriprise
Minnesota
$9.04M -$969K -21,312 -9%
CCM
20
Condor Capital Management
New Jersey
$8.63M +$728K +16,008 +9%
CCMG
21
Clark Capital Management Group
Pennsylvania
$7.76M +$1.01M +22,304 +15%
Stifel Financial
22
Stifel Financial
Missouri
$7.43M -$577K -12,695 -7%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$7.41M +$796K +17,500 +12%
Cerity Partners
24
Cerity Partners
New York
$6.85M +$6.13M +134,896 +661%
Truist Financial
25
Truist Financial
North Carolina
$6.78M -$80.7K -1,774 -1%

ITM Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q3 2023, worth a combined $1.45B — up 4.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ITM positions and 15 closed out — a net gain of 6 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.7M.

  • 164 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.45B of VanEck Intermediate Muni ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 21 funds opened new VanEck Intermediate Muni ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $34.6M added.
  • The largest VanEck Intermediate Muni ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.