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VanEck Intermediate Muni ETF

172 hedge funds and large institutions have $1.6B invested in VanEck Intermediate Muni ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 65 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: 33 (0)

0.88% less ownership

Funds ownership: 86.49%85.61% (-0.88%)

5% less funds holding

Funds holding: 181172 (-9)

9% less capital invested

Capital invested by funds: $1.76B → $1.6B (-$156M)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
172
Holders Change
-9
Holders Change %
-4.97%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
56
Reduced
65
Closed
22
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
$687M -$68.6M -1,472,541 -9%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$142M -$69.3M -1,486,162 -33%
LPL Financial
3
LPL Financial
California
$70.5M +$2.88M +61,882 +4%
Jane Street
4
Jane Street
New York
$54.4M +$54.5M +1,170,094 New
HB
5
HTLF Bank
Colorado
$48.4M +$2.72M +58,343 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$45.7M -$3.12M -67,012 -6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$39.1M -$5.24M -112,525 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$38.7M -$6.57M -140,977 -15%
CI
9
CX Institutional
Indiana
$30.9M +$1.73M +37,145 +6%
Morgan Stanley
10
Morgan Stanley
New York
$29.7M -$38.9M -834,841 -57%
Wells Fargo
11
Wells Fargo
California
$28M -$2.24M -48,133 -7%
UBS Group
12
UBS Group
Switzerland
$27.4M -$767K -16,452 -3%
AWE
13
Avidian Wealth Enterprises
Texas
$21.6M +$3.76M +80,719 +21%
WJA
14
Willis Johnson & Associates
Texas
$20.6M +$1.39M +29,903 +7%
MG
15
Mather Group
Illinois
$16.7M -$53.5K -1,149 -0.3%
Renaissance Technologies
16
Renaissance Technologies
New York
$16.7M -$11.4M -244,302 -41%
Stifel Financial
17
Stifel Financial
Missouri
$15.4M -$91.9K -1,973 -0.6%
JP Morgan Chase
18
JP Morgan Chase
New York
$15.3M -$115K -2,457 -0.7%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$13.5M +$12.9M +277,554 +2,405%
ONB
20
Old National Bancorp
Indiana
$12.5M +$702K +15,061 +6%
DIA
21
Davidson Investment Advisors
Montana
$11.4M -$119K -2,555 -1%
AP
22
Advisors Preferred
Maryland
$10.3M +$10.4M +222,744 New
CCM
23
Condor Capital Management
New Jersey
$9.73M +$1.77M +38,005 +22%
OIA
24
OneDigital Investment Advisors
Kansas
$8.57M -$22.3K -479 -0.3%
Ameriprise
25
Ameriprise
Minnesota
$8.23M +$563K +12,080 +7%

ITM Hedge Fund Activity: Q1 2024 in Review

172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2024, worth a combined $1.6B — down 8.9% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ITM and 14 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 56 added.

The largest buyer was Jane Street, opening a new position worth an estimated $54.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $69.3M.

  • 172 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2024, down from 181 in Q4 2023.
  • Funds reported $1.6B of VanEck Intermediate Muni ETF stock for Q1 2024, down 8.9% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q1 2024 and 22 closed out, a net change of -8 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2024 was Jane Street, an estimated $54.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2024.