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IQ MacKay Municipal Insured ETF

48 hedge funds and large institutions have $249M invested in IQ MacKay Municipal Insured ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

1.28% more ownership

Funds ownership: 67.62%68.9% (+1.3%)

3% more capital invested

Capital invested by funds: $242M → $249M (+$7.46M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less funds holding

Funds holding: 5648 (-8)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
22
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
26
Paragon Private Wealth Management
Kentucky
$1.12M +$118K +4,892 +12%
SDWMA
27
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.04M -$1.7M -70,129 -62%
SWP
28
Stratos Wealth Partners
Ohio
$936K +$20.9K +863 +2%
GRP
29
Global Retirement Partners
California
$698K +$39.1K +1,616 +6%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$586K +$202K +8,326 +53%
KF
31
Krilogy Financial
Missouri
$441K +$437K +18,056 New
CWM
32
Comprehensive Wealth Management
Washington
$432K +$428K +17,681 New
EWP
33
Engrave Wealth Partners
Texas
$404K -$201K -8,290 -33%
LWMNY
34
Landmark Wealth Management (New York)
New York
$356K +$45.7K +1,887 +15%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$344K +$84.2K +3,475 +33%
CA
36
Cetera Advisors
Colorado
$327K -$993 -41 -0.3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$257K -$208K -8,603 -45%
Mariner
38
Mariner
Kansas
$228K +$227K +9,354 New
NA
39
NewEdge Advisors
Louisiana
$207K +$109K +4,499 +114%
IA
40
IFP Advisors
Florida
$85.2K -$148K -6,101 -64%
HI
41
Harbour Investments
Wisconsin
$75.7K -$18.7K -771 -20%
Wells Fargo
42
Wells Fargo
California
$53.1K -$24 -1 -0%
KFI
43
Key Financial Inc
Pennsylvania
$45.1K -$186K -7,664 -81%
SCA
44
Stonebridge Capital Advisors
Minnesota
$31.7K
CWA
45
Clearview Wealth Advisors
Oregon
$28.3K -$30.5K -1,260 -52%
WP
46
WealthPLAN Partners
Nebraska
$5.54K +$5.5K +227 New
JFA
47
JNBA Financial Advisors
Minnesota
$3.19K +$24 +1 +0.8%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.27K -$41.1K -1,696 -2%
CA
49
Claro Advisors
Massachusetts
-$1.08M -45,443 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$867K -36,509 Closed

MMIN Hedge Fund Activity: Q1 2023 in Review

48 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Insured ETF (MMIN) for Q1 2023, worth a combined $249M — up 3.1% from $242M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MMIN and 5 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 22 added.

The largest buyer was Orgel Wealth Management, adding an estimated $5.16M. The largest seller was Jane Street, cutting an estimated $4.91M.

  • 48 institutional investors held IQ MacKay Municipal Insured ETF (MMIN) as of Q1 2023, down from 56 in Q4 2022.
  • Funds reported $249M of IQ MacKay Municipal Insured ETF stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 5 funds opened new IQ MacKay Municipal Insured ETF positions in Q1 2023 and 11 closed out, a net change of -6 holders.
  • The largest IQ MacKay Municipal Insured ETF buyer in Q1 2023 was Orgel Wealth Management, an estimated $5.16M added.
  • The largest IQ MacKay Municipal Insured ETF seller in Q1 2023 was Jane Street, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2023.