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IQ MacKay Municipal Intermediate ETF

91 hedge funds and large institutions have $531M invested in IQ MacKay Municipal Intermediate ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

3% less funds holding

Funds holding: 9491 (-3)

9.21% less ownership

Funds ownership: 90.42%81.21% (-9.2%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

12% less capital invested

Capital invested by funds: $602M → $531M (-$71M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
9
Increased
49
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.5M -$27.9K -1,140 -0.8%
RJA
27
Raymond James & Associates
Florida
$2.97M +$365K +14,916 +14%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$2.87M +$70K +2,862 +2%
CPWM
29
Cypress Point Wealth Management
Texas
$2.61M +$431K +17,645 +20%
LFS
30
Legacy Financial Strategies
Kansas
$2.52M -$35.6K -1,455 -1%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.47M +$184K +7,523 +8%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.28M -$429K -17,558 -16%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.23M +$366K +14,993 +20%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.04M +$207K +8,468 +11%
NFP
35
Narus Financial Partners
Utah
$2M
LWMNY
36
Landmark Wealth Management (New York)
New York
$1.7M +$132K +5,392 +8%
SCA
37
Snowden Capital Advisors
New York
$1.58M -$241K -9,855 -13%
PAG
38
Private Advisor Group
New Jersey
$1.58M -$685K -28,039 -30%
JSW
39
Journey Strategic Wealth
New Jersey
$1.49M +$103K +4,211 +7%
JCM
40
Janney Capital Management
Pennsylvania
$1.49M -$18.5K -756 -1%
KCIC
41
Kuhn & Co Investment Counsel
Illinois
$1.43M +$147K +6,026 +11%
AWA
42
Amplius Wealth Advisors
Pennsylvania
$1.32M -$4.43M -181,335 -77%
EPW
43
Evergreen Private Wealth
Colorado
$1.21M +$99.6K +4,074 +9%
Comerica Bank
44
Comerica Bank
Texas
$1.19M +$33K +1,349 +3%
AWS
45
Atria Wealth Solutions
New York
$1.15M -$36.5K -1,492 -3%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.05M -$1.82M -74,422 -63%
AF
47
Advisornet Financial
Minnesota
$1.04M +$21.1K +862 +2%
PA
48
PFG Advisors
Arizona
$1.01M -$10.6K -435 -1%
SL
49
SWMG LLC
Texas
$914K +$9.02K +369 +1%
Jane Street
50
Jane Street
New York
$884K +$886K +36,261 New

MMIT Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q1 2024, worth a combined $531M — down 12% from $602M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MMIT and 9 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 49 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $13.2M. The largest seller was Morgan Stanley, cutting an estimated $52.6M.

  • 91 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $531M of IQ MacKay Municipal Intermediate ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 9 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q1 2024 and 10 closed out, a net change of -1 holder.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $13.2M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q1 2024 was Morgan Stanley, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2024.