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IQ MacKay Municipal Insured ETF

56 hedge funds and large institutions have $208M invested in IQ MacKay Municipal Insured ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $186M → $208M (+$21.6M)

3.46% more ownership

Funds ownership: 56.98%60.44% (+3.5%)

3% less funds holding

Funds holding: 5856 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

41% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 27

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
5
Increased
16
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$48.7M +$51.4M +2,118,989 New
Morgan Stanley
2
Morgan Stanley
New York
$34.2M -$4.47M -184,314 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.8M +$7.69M +316,848 +54%
Bank of America
4
Bank of America
North Carolina
$14.1M -$2.34M -96,600 -14%
UBS Group
5
UBS Group
Switzerland
$13.6M -$2.53M -104,243 -15%
CAAM
6
Cornerstone Advisors Asset Management
Pennsylvania
$8.09M +$1.27M +52,237 +17%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.39M +$976K +40,229 +14%
LPL Financial
8
LPL Financial
California
$5.87M -$518K -21,340 -8%
RJA
9
Raymond James & Associates
Florida
$5.19M -$189K -7,773 -3%
RFA
10
RTD Financial Advisors
Pennsylvania
$4.65M -$5.15M -212,325 -51%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.49M -$6.81M -280,688 -59%
OMC
12
Old Mission Capital
Illinois
$4.03M +$3.95M +162,859 +1,286%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.22M -$448K -18,451 -12%
BWM
14
BCS Wealth Management
Tennessee
$3.14M -$549K -22,637 -14%
PPG
15
Peak Planning Group
Colorado
$2.8M -$842K -34,718 -22%
FF
16
Fluent Financial
Texas
$1.93M +$210K +8,659 +12%
Jane Street
17
Jane Street
New York
$1.9M -$3.67M -151,417 -65%
EWP
18
Engrave Wealth Partners
Texas
$1.74M -$76.5K -3,155 -4%
CG
19
CFO4Life Group
Texas
$1.66M -$283K -11,646 -14%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.6M -$84.1K -3,465 -5%
PWM
21
Paulson Wealth Management
Illinois
$1.56M -$1.09M -44,740 -40%
MAC
22
Mason & Associates (California)
California
$1.56M -$10.8K -444 -0.6%
ACK
23
Andrew C. Karlinski
$1.55M +$1.64M +67,598 New
PAG
24
Private Advisor Group
New Jersey
$1.41M +$50.1K +2,067 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.29M +$1.37M +56,358 New

MMIN Hedge Fund Activity: Q3 2022 in Review

56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Insured ETF (MMIN) for Q3 2022, worth a combined $208M — up 12% from $186M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MMIN and 5 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 16 added.

The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $51.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.81M.

  • 56 institutional investors held IQ MacKay Municipal Insured ETF (MMIN) as of Q3 2022, down from 58 in Q2 2022.
  • Funds reported $208M of IQ MacKay Municipal Insured ETF stock for Q3 2022, up 12% quarter-over-quarter.
  • 5 funds opened new IQ MacKay Municipal Insured ETF positions in Q3 2022 and 6 closed out, a net change of -1 holder.
  • The largest IQ MacKay Municipal Insured ETF buyer in Q3 2022 was Orgel Wealth Management, an estimated $51.4M added.
  • The largest IQ MacKay Municipal Insured ETF seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $6.81M sold.

Based on aggregated 13F filings for Q3 2022.