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IQ MacKay Municipal Intermediate ETF

72 hedge funds and large institutions have $335M invested in IQ MacKay Municipal Intermediate ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $289M → $335M (+$46.5M)

3.34% more ownership

Funds ownership: 71.08%74.42% (+3.3%)

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

3% less funds holding

Funds holding: 7472 (-2)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
41
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.1M +$306K +12,528 +17%
NFP
27
Narus Financial Partners
Utah
$1.99M +$124K +5,075 +7%
SI
28
Saxon Interests
Texas
$1.77M -$84.4K -3,459 -5%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$1.74M +$234K +9,577 +15%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.68M -$300K -12,304 -15%
SFA
31
Sequoia Financial Advisors
Ohio
$1.62M +$102K +4,165 +7%
LWMNY
32
Landmark Wealth Management (New York)
New York
$1.5M +$89.1K +3,654 +6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.29M +$506K +20,752 +64%
JSW
34
Journey Strategic Wealth
New Jersey
$1.26M +$39.4K +1,614 +3%
BWM
35
BCS Wealth Management
Tennessee
$1.14M -$47.3K -1,941 -4%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.14M +$343K +14,064 +43%
1W
37
1776 Wealth
Georgia
$1.11M
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.1M +$648K +26,577 +143%
CA
39
Claro Advisors
Massachusetts
$1.09M +$8.76K +359 +0.8%
PA
40
PFG Advisors
Arizona
$1.03M +$348K +14,259 +51%
HW
41
Hedeker Wealth
Illinois
$1.03M +$462K +18,955 +82%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$977K +$330K +13,545 +51%
AAS
43
Avantax Advisory Services
Texas
$922K -$364K -14,935 -28%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$886K +$887K +36,354 New
SL
45
SWMG LLC
Texas
$884K +$21.5K +881 +2%
CWM
46
Comprehensive Wealth Management
Washington
$833K +$834K +34,199 New
HIP
47
HUB Investment Partners
Texas
$817K -$11.6K -476 -1%
EWA
48
Evolution Wealth Advisors
Florida
$787K
SCA
49
Snowden Capital Advisors
New York
$746K -$113K -4,628 -13%
VPP
50
Vertex Planning Partners
Illinois
$735K -$55.5K -2,276 -7%

MMIT Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q2 2023, worth a combined $335M — up 16% from $289M a quarter earlier.

Fund positioning in MMIT was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 41 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Jane Street, exiting entirely with an estimated $2.66M sold.

  • 72 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q2 2023, down from 74 in Q1 2023.
  • Funds reported $335M of IQ MacKay Municipal Intermediate ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 8 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q2 2023 was Morgan Stanley, an estimated $15.6M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q2 2023 was Jane Street, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2023.