ITM icon

VanEck Intermediate Muni ETF
ITM

Overview Fund Activity

181 hedge funds and large institutions have $1.76B invested in VanEck Intermediate Muni ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 19 closing their positions.

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
38
Increased
51
Reduced
65
Closed
19
Calls
–
Puts
$705K
Net Calls
-$705K
Net Calls Change
-$189K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.3M
3
HB
3
HTLF Bank
Colorado
$46.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$28.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$49.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$44.8M
2
Bank of America
2
Bank of America
North Carolina
$764M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15.6M
4
VWM
4
Venturi Wealth Management
Texas
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$482K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$764M 16,236,275 -112,535 -0.7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$213M 4,535,775 +1,753,166 +63%
Morgan Stanley
3
Morgan Stanley
New York
$69.3M 1,473,948 +986,221 +202%
LPL Financial
4
LPL Financial
California
$68.3M 1,453,245 -13,209 -0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$49.3M 1,048,527 +457,648 +77%
HB
6
HTLF Bank
Colorado
$46.2M 981,908 +981,908 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$45.7M 972,193 +251,189 +35%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$44.8M 953,103 -326,100 -25%
Wells Fargo
9
Wells Fargo
California
$30.6M 650,955 +30,613 +5%
CI
10
CX Institutional
Indiana
$29.5M 626,224 -5,025 -0.8%
UBS Group
11
UBS Group
Switzerland
$28.5M 606,558 -26,972 -4%
Renaissance Technologies
12
Renaissance Technologies
New York
$28.4M 602,902 +602,902 New
WJA
13
Willis Johnson & Associates
Texas
$19.4M 412,568 +412,568 New
AWE
14
Avidian Wealth Enterprises
Texas
$18M 382,936 +18,558 +5%
MG
15
Mather Group
Illinois
$16.8M 356,778 +111,685 +46%
Stifel Financial
16
Stifel Financial
Missouri
$15.7M 333,607 +165,058 +98%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$15.6M 331,756 -95,037 -22%
ONB
18
Old National Bancorp
Indiana
$11.9M 253,179 +35,563 +16%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.7M 247,727 +219,206 +769%
DIA
20
Davidson Investment Advisors
Montana
$11.6M 247,102 -18,986 -7%
Truist Financial
21
Truist Financial
North Carolina
$9.89M 210,281 +56,460 +37%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.7M 184,939 -69,352 -27%
OIA
23
OneDigital Investment Advisors
Kansas
$8.69M 184,769 -39,758 -18%
CCM
24
Condor Capital Management
New Jersey
$8.05M 171,141 -24,546 -13%
CCMG
25
Clark Capital Management Group
Pennsylvania
$7.87M 167,297 -8,632 -5%
1
2 3 4 5