IQ MacKay California Municipal Intermediate ETF
MMCA
9 hedge funds and large institutions have $22.2M invested in IQ MacKay California Municipal Intermediate ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $19.1M → $22.2M (+$3.04M)
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
20% less ownership
Funds ownership: 106.4% → 86.4% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Weil Company
San Diego,
California
|
+$929K |
| 2 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$41.6K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$22.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$7.14M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$260K |
| 3 |
Jane Street
New York
|
-$7.65K |
| 4 |
Morgan Stanley
New York
|
-$24 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $10.4M | – | – | – |
|
|
WC
2
Weil Company
San Diego,
California
| $7.2M | +$929K | +43,073 | +15% |
|
|
EW
3
Entruity Wealth
Bakersfield,
California
| $2.35M | +$2.37M | +110,119 | New |
|
4
HighTower Advisors
Chicago,
Illinois
| $805K | – | – | – |
|
|
5
Jane Street
New York
| $645K | -$7.65K | -355 | -1% |
|
|
IAIM
6
International Assets Investment Management
Orlando,
Florida
| $371K | -$7.14M | -331,016 | -95% |
|
|
7
Citadel Advisors
Miami,
Florida
| $361K | +$22.3K | +1,035 | +7% |
|
|
PWA
8
Physician Wealth Advisors
Midvale,
Utah
| $41.2K | +$41.6K | +1,928 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $7.33K | +$7.39K | +343 | New |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$260K | -11,902 | Closed |
|
|
11
Morgan Stanley
New York
| – | -$24 | -1 | Closed |
|
MMCA Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay California Municipal Intermediate ETF (MMCA) for Q4 2024, worth a combined $22.2M — up 16% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MMCA positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Weil Company, adding an estimated $929K. The largest seller was International Assets Investment Management, cutting an estimated $7.14M.
- 9 institutional investors held IQ MacKay California Municipal Intermediate ETF (MMCA) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $22.2M of IQ MacKay California Municipal Intermediate ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 3 funds opened new IQ MacKay California Municipal Intermediate ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest IQ MacKay California Municipal Intermediate ETF buyer in Q4 2024 was Weil Company, an estimated $929K added.
- The largest IQ MacKay California Municipal Intermediate ETF seller in Q4 2024 was International Assets Investment Management, an estimated $7.14M sold.
Based on aggregated 13F filings for Q4 2024.