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IQ MacKay Municipal Intermediate ETF
MMIT

74 hedge funds and large institutions have $289M invested in IQ MacKay Municipal Intermediate ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $260M → $289M (+$29.1M)

6% more funds holding

Funds holding: 70 → 74 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.05% less ownership

Funds ownership: 73.13% → 71.08% (-2%)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
39
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.64M
2
GVAG
Great Valley Advisor Group
Delaware
+$4.7M
3
SPIA
Steward Partners Investment Advisory
New York
+$4.5M
4
IWP
IAG Wealth Partners
Wisconsin
+$3.44M
5
PAG
Private Advisor Group
New Jersey
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.95M
2
OMC
Old Mission Capital
Illinois
-$5.3M
3
HighTower Advisors
HighTower Advisors
Illinois
-$3.7M
4
SFS
Starfox Financial Services
Texas
-$597K
5
NA
NewEdge Advisors
Louisiana
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$593K +$589K +24,103 New
HW
52
Hedeker Wealth
Illinois
$569K +$566K +23,142 New
PAS
53
Park Avenue Securities
New York
$553K +$209K +8,550 +61%
TFGT
54
TS Financial Group (TSFG)
Illinois
$455K -$782 -32 -0.2%
BWA
55
Burt Wealth Advisors
Maryland
$450K – – –
MWM
56
MBE Wealth Management
Wisconsin
$384K +$1.86K +76 +0.5%
OWM
57
Opes Wealth Management
California
$344K – – –
FAIM
58
Financial Advocates Investment Management
Washington
$320K -$477K -19,518 -60%
HSA
59
HBK Sorce Advisory
Pennsylvania
$295K -$293K -12,000 -50%
IA
60
Insight Advisors
Pennsylvania
$290K – – –
KIG
61
Kowal Investment Group
Wisconsin
$289K +$287K +11,749 New
WCM
62
WealthBridge Capital Management
Ohio
$288K -$85.4K -3,493 -23%
MCCP
63
Mission Creek Capital Partners
California
$236K +$1.86K +76 +0.8%
LFS
64
Legacy Financial Strategies
Kansas
$210K +$1.34K +55 +0.6%
Wells Fargo
65
Wells Fargo
California
$104K – – –
BAM
66
Belpointe Asset Management
Nevada
$73.3K +$32.6K +1,332 +81%
AssetMark Inc
67
AssetMark Inc
California
$43.6K +$18.1K +740 +71%
AAS
68
Ameritas Advisory Services
Nebraska
$41.4K +$41.3K +1,689 New
TCWA
69
Ten Capital Wealth Advisors
Washington
$36.9K +$36.7K +1,500 New
MCI
70
MRP Capital Investments
Georgia
$34.2K +$33.9K +1,389 New
HI
71
Harbour Investments
Wisconsin
$23.9K +$171 +7 +0.7%
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$18K +$18.3K +750 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$455 +$1.29K +53 +0.3%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$25 -$24 -1 -50%
OMC
75
Old Mission Capital
Illinois
– -$5.3M -219,738 Closed
1 2
3
4

MMIT Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q1 2023, worth a combined $289M — up 11% from $260M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MMIT positions and 8 closed out — a net gain of 4 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.64M. The largest seller was Envestnet Asset Management, cutting an estimated $5.95M.

  • 74 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q1 2023, up from 70 in Q4 2022.
  • Funds reported $289M of IQ MacKay Municipal Intermediate ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 12 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q1 2023 was Morgan Stanley, an estimated $6.64M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q1 2023.