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IQ MacKay Municipal Insured ETF

56 hedge funds and large institutions have $382M invested in IQ MacKay Municipal Insured ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $342M → $382M (+$39.9M)

1.13% more ownership

Funds ownership: 74.01%75.15% (+1.1%)

0% more funds holding

Funds holding: 5656 (0)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
28
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$155M +$20.1M +824,578 +15%
Morgan Stanley
2
Morgan Stanley
New York
$51M +$1.82M +74,763 +4%
Bank of America
3
Bank of America
North Carolina
$30.1M +$7.85M +322,984 +36%
LPL Financial
4
LPL Financial
California
$22.9M +$3.68M +151,479 +19%
CAAM
5
Cornerstone Advisors Asset Management
Pennsylvania
$18.3M +$467K +19,189 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.7M -$829K -34,085 -6%
RFA
7
RTD Financial Advisors
Pennsylvania
$12.7M +$492K +20,249 +4%
UBS Group
8
UBS Group
Switzerland
$12.2M +$666K +27,407 +6%
PCA
9
Pallas Capital Advisors
Massachusetts
$7.75M +$351K +14,427 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.93M +$802K +32,993 +16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.65M -$934K -38,424 -17%
FF
12
Fluent Financial
Texas
$4.34M +$116K +4,777 +3%
PAG
13
Private Advisor Group
New Jersey
$3.87M -$99.4K -4,086 -3%
MW
14
Marcum Wealth
Ohio
$3.46M +$315K +12,955 +10%
RJA
15
Raymond James & Associates
Florida
$2.81M -$62.4K -2,566 -2%
PWM
16
Paulson Wealth Management
Illinois
$2.72M +$740K +30,433 +38%
SFP
17
Sweet Financial Partners
Minnesota
$2.59M +$1.76M +72,212 +219%
BWM
18
BCS Wealth Management
Tennessee
$2.54M +$7.37K +303 +0.3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.16M -$735K -30,233 -26%
SDWMA
20
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.16M -$149K -6,139 -7%
AP
21
Americana Partners
Texas
$2M
SA
22
Sanctuary Advisors
Indiana
$1.58M +$135K +5,534 +9%
OMC
23
Old Mission Capital
Illinois
$1.57M +$1.29M +52,964 +490%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.26M +$4.26K +175 +0.3%
VPP
25
Vertex Planning Partners
Illinois
$1.2M +$54K +2,220 +5%

MMIN Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Insured ETF (MMIN) for Q3 2024, worth a combined $382M — up 12% from $342M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MMIN positions and 3 closed out — a net gain of 1 holder — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $20.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.37M sold.

  • 56 institutional investors held IQ MacKay Municipal Insured ETF (MMIN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $382M of IQ MacKay Municipal Insured ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 4 funds opened new IQ MacKay Municipal Insured ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest IQ MacKay Municipal Insured ETF buyer in Q3 2024 was Orgel Wealth Management, an estimated $20.1M added.
  • The largest IQ MacKay Municipal Insured ETF seller in Q3 2024 was JP Morgan Chase, an estimated $4.37M sold.

Based on aggregated 13F filings for Q3 2024.