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VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.51B invested in VanEck Intermediate Muni ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.15% more ownership

Funds ownership: 85.61%91.77% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

5% less funds holding

Funds holding: 172163 (-9)

6% less capital invested

Capital invested by funds: $1.6B → $1.51B (-$92.8M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
55
Reduced
57
Closed
19
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
$696M +$19.5M +425,431 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$126M -$14.2M -309,783 -10%
LPL Financial
3
LPL Financial
California
$70.9M +$1.45M +31,545 +2%
HB
4
HTLF Bank
Colorado
$48.3M +$581K +12,664 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$45.3M +$7.23M +157,446 +19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$41.8M -$3.24M -70,663 -7%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$36.6M -$1.91M -41,541 -5%
CI
8
CX Institutional
Indiana
$30.5M +$129K +2,816 +0.4%
Morgan Stanley
9
Morgan Stanley
New York
$26.8M -$2.51M -54,629 -9%
Wells Fargo
10
Wells Fargo
California
$24.7M -$2.89M -63,031 -10%
WJA
11
Willis Johnson & Associates
Texas
$21.1M +$783K +17,052 +4%
AWE
12
Avidian Wealth Enterprises
Texas
$20.7M -$584K -12,719 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$18.6M +$3.49M +75,973 +23%
UBS Group
14
UBS Group
Switzerland
$17.7M -$9.37M -204,270 -35%
Jane Street
15
Jane Street
New York
$17.1M -$36.5M -796,047 -68%
MG
16
Mather Group
Illinois
$16.6M +$107K +2,322 +0.7%
Stifel Financial
17
Stifel Financial
Missouri
$14.9M -$327K -7,129 -2%
DIA
18
Davidson Investment Advisors
Montana
$12.5M +$1.27M +27,710 +11%
ONB
19
Old National Bancorp
Indiana
$12M -$259K -5,642 -2%
CCM
20
Condor Capital Management
New Jersey
$10.1M +$493K +10,748 +5%
Ameriprise
21
Ameriprise
Minnesota
$9.34M +$1.23M +26,738 +15%
OIA
22
OneDigital Investment Advisors
Kansas
$8.68M +$236K +5,139 +3%
Renaissance Technologies
23
Renaissance Technologies
New York
$8.24M -$8.21M -178,900 -50%
NA
24
NewEdge Advisors
Louisiana
$8.14M +$4.89M +106,641 +150%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$7.77M +$1.35M +29,309 +21%

ITM Hedge Fund Activity: Q2 2024 in Review

163 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q2 2024, worth a combined $1.51B — down 5.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ITM and 14 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was Goodwin Investment Advisory, adding an estimated $145M. The largest seller was Jane Street, cutting an estimated $36.5M.

  • 163 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $1.51B of VanEck Intermediate Muni ETF stock for Q2 2024, down 5.8% quarter-over-quarter.
  • 14 funds opened new VanEck Intermediate Muni ETF positions in Q2 2024 and 19 closed out, a net change of -5 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q2 2024 was Goodwin Investment Advisory, an estimated $145M added.
  • The largest VanEck Intermediate Muni ETF seller in Q2 2024 was Jane Street, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.