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VanEck Intermediate Muni ETF

163 hedge funds and large institutions have $1.54B invested in VanEck Intermediate Muni ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $1.51B → $1.54B (+$34.6M)

0% more funds holding

Funds holding: 163163 (0)

8.79% less ownership

Funds ownership: 91.77%82.98% (-8.8%)

30% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 64

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
163
Holders Change
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
45
Reduced
64
Closed
15
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
$747M +$33.4M +718,791 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$121M -$7.61M -163,727 -6%
LPL Financial
3
LPL Financial
California
$74.2M +$1.59M +34,174 +2%
HB
4
HTLF Bank
Colorado
$59.7M +$10.1M +218,233 +21%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$44.3M -$2.11M -45,400 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$39.8M -$2.92M -62,814 -7%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$37.7M +$177K +3,817 +0.5%
CI
8
CX Institutional
Indiana
$31.9M +$652K +14,043 +2%
Morgan Stanley
9
Morgan Stanley
New York
$25.6M -$1.82M -39,158 -7%
Wells Fargo
10
Wells Fargo
California
$23.9M -$1.42M -30,583 -6%
WJA
11
Willis Johnson & Associates
Texas
$22.9M +$1.27M +27,310 +6%
AWE
12
Avidian Wealth Enterprises
Texas
$21.3M +$169K +3,647 +0.8%
UBS Group
13
UBS Group
Switzerland
$17.4M -$694K -14,946 -4%
Stifel Financial
14
Stifel Financial
Missouri
$15.7M +$410K +8,837 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$15.3M -$3.7M -79,637 -20%
MG
16
Mather Group
Illinois
$14.7M -$2.13M -45,874 -13%
DIA
17
Davidson Investment Advisors
Montana
$14.6M +$1.84M +39,695 +15%
CCM
18
Condor Capital Management
New Jersey
$10.6M +$252K +5,420 +2%
Ameriprise
19
Ameriprise
Minnesota
$10.4M +$872K +18,773 +9%
ONB
20
Old National Bancorp
Indiana
$10.1M -$2.21M -47,660 -18%
OIA
21
OneDigital Investment Advisors
Kansas
$8.79M -$107K -2,310 -1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$8.25M +$286K +6,149 +4%
FWA
23
FOCUS Wealth Advisors
Texas
$7.5M
CCMG
24
Clark Capital Management Group
Pennsylvania
$6.91M -$860K -18,513 -11%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$6.58M +$227K +4,893 +4%