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IQ MacKay Municipal Insured ETF

54 hedge funds and large institutions have $292M invested in IQ MacKay Municipal Insured ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 72.99%73.75% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

3% less capital invested

Capital invested by funds: $301M → $292M (-$9M)

4% less funds holding

Funds holding: 5654 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$122M +$893K +37,598 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M +$393K +16,544 +1%
CAAM
3
Cornerstone Advisors Asset Management
Pennsylvania
$16M +$1.83M +77,181 +12%
UBS Group
4
UBS Group
Switzerland
$14M -$1.86M -78,391 -11%
Bank of America
5
Bank of America
North Carolina
$12.3M -$491K -20,648 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.7M +$20.9K +878 +0.2%
AA
7
ACT Advisors
North Carolina
$8.98M +$479K +20,143 +5%
RFA
8
RTD Financial Advisors
Pennsylvania
$7.91M +$443K +18,663 +6%
LPL Financial
9
LPL Financial
California
$6.81M -$665K -28,004 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.62M -$143K -6,000 -2%
PCA
11
Pallas Capital Advisors
Massachusetts
$5.6M +$5.92M +249,235 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.57M -$129K -5,414 -2%
RJA
13
Raymond James & Associates
Florida
$3.61M -$271K -11,395 -7%
Jane Street
14
Jane Street
New York
$3.39M +$1.36M +57,045 +62%
FTUS
15
Flow Traders U.S.
New York
$3.26M +$3.39M +142,672 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.22M +$1.16M +48,690 +53%
BWM
17
BCS Wealth Management
Tennessee
$2.72M -$2K -84 -0.1%
SCA
18
Snowden Capital Advisors
New York
$2.15M -$94.6K -3,981 -4%
PWM
19
Paulson Wealth Management
Illinois
$2.02M -$61.7K -2,599 -3%
PAG
20
Private Advisor Group
New Jersey
$2.01M -$1.59M -66,747 -43%
FF
21
Fluent Financial
Texas
$1.78M +$15.9K +671 +0.9%
MW
22
Marcum Wealth
Ohio
$1.64M +$228K +9,586 +15%
CG
23
CFO4Life Group
Texas
$1.64M +$67.9K +2,857 +4%
PPG
24
Peak Planning Group
Colorado
$1.41M -$183K -7,721 -11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.25M +$78.8K +3,317 +6%

MMIN Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Insured ETF (MMIN) for Q3 2023, worth a combined $292M — down 3% from $301M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MMIN and 7 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $5.92M. The largest seller was UBS Group, cutting an estimated $1.86M.

  • 54 institutional investors held IQ MacKay Municipal Insured ETF (MMIN) as of Q3 2023, down from 56 in Q2 2023.
  • Funds reported $292M of IQ MacKay Municipal Insured ETF stock for Q3 2023, down 3% quarter-over-quarter.
  • 7 funds opened new IQ MacKay Municipal Insured ETF positions in Q3 2023 and 9 closed out, a net change of -2 holders.
  • The largest IQ MacKay Municipal Insured ETF buyer in Q3 2023 was Pallas Capital Advisors, an estimated $5.92M added.
  • The largest IQ MacKay Municipal Insured ETF seller in Q3 2023 was UBS Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2023.