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IQ MacKay Municipal Insured ETF

56 hedge funds and large institutions have $242M invested in IQ MacKay Municipal Insured ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

16% more capital invested

Capital invested by funds: $208M → $242M (+$34.1M)

7.18% more ownership

Funds ownership: 60.44%67.62% (+7.2%)

0% more funds holding

Funds holding: 5656 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
24
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$81.2M +$30.5M +1,301,907 +61%
Morgan Stanley
2
Morgan Stanley
New York
$31.5M -$3.83M -163,277 -11%
UBS Group
3
UBS Group
Switzerland
$14.9M +$793K +33,829 +6%
CAAM
4
Cornerstone Advisors Asset Management
Pennsylvania
$12.1M +$3.72M +158,659 +45%
Bank of America
5
Bank of America
North Carolina
$11.3M -$3.17M -135,164 -22%
Jane Street
6
Jane Street
New York
$9.18M +$7.13M +304,086 +368%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.61M +$3.92M +167,185 +86%
AA
8
ACT Advisors
North Carolina
$8.38M +$8.27M +352,925 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.87M -$14.4M -613,811 -68%
LPL Financial
10
LPL Financial
California
$6.74M +$661K +28,193 +11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.93M -$1.68M -71,733 -22%
RFA
12
RTD Financial Advisors
Pennsylvania
$5.77M +$953K +40,672 +20%
RJA
13
Raymond James & Associates
Florida
$4.05M -$1.3M -55,272 -24%
BWM
14
BCS Wealth Management
Tennessee
$3.28M +$35.8K +1,529 +1%
SCA
15
Snowden Capital Advisors
New York
$3.2M +$2.43M +103,659 +334%
SDWMA
16
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.68M +$2.64M +112,788 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.25M -$1.07M -45,604 -33%
FF
18
Fluent Financial
Texas
$2.12M +$129K +5,521 +7%
PWM
19
Paulson Wealth Management
Illinois
$1.97M +$350K +14,954 +22%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.88M +$224K +9,564 +14%
PPG
21
Peak Planning Group
Colorado
$1.88M -$1M -42,881 -35%
CG
22
CFO4Life Group
Texas
$1.73M +$15.2K +650 +0.9%
C
23
CFO4Life
Texas
$1.73M +$1.71M +72,907 New
VPP
24
Vertex Planning Partners
Illinois
$1.19M +$1.17M +50,023 New
CA
25
Claro Advisors
Massachusetts
$1.08M +$1.06M +45,443 New

MMIN Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Insured ETF (MMIN) for Q4 2022, worth a combined $242M — up 16% from $208M a quarter earlier.

Fund positioning in MMIN was balanced in Q4 2022: 8 funds opened new positions, 8 closed out, 24 added to existing stakes and 20 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $30.5M. The largest seller was Royal Bank of Canada, cutting an estimated $14.4M.

  • 56 institutional investors held IQ MacKay Municipal Insured ETF (MMIN) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $242M of IQ MacKay Municipal Insured ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 8 funds opened new IQ MacKay Municipal Insured ETF positions in Q4 2022 and 8 closed out, a net change of 0 holders.
  • The largest IQ MacKay Municipal Insured ETF buyer in Q4 2022 was Orgel Wealth Management, an estimated $30.5M added.
  • The largest IQ MacKay Municipal Insured ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.