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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
Prudential Financial
76
Prudential Financial
New Jersey
$319K +$55.5K +2,271 +21%
FGA
77
Fortis Group Advisors
New Jersey
$299K +$300K +12,277 New
AAS
78
Avantax Advisory Services
Texas
$273K +$274K +11,212 New
LIG
79
Lokken Investment Group
Delaware
$269K +$67.3K +2,753 +33%
EH
80
Equitable Holdings
New York
$258K -$60.9K -2,493 -19%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$247K
IA
82
Insight Advisors
Pennsylvania
$241K
NA
83
NewEdge Advisors
Louisiana
$223K +$2K +82 +0.9%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$219K
VWA
85
Visionary Wealth Advisors
Illinois
$206K +$1.81K +74 +0.9%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$199K +$200K +8,178 New
WAG
87
Wiser Advisor Group
Arizona
$125K +$1.12K +46 +0.9%
AssetMark Inc
88
AssetMark Inc
California
$49.2K +$2.93K +120 +6%
HI
89
Harbour Investments
Wisconsin
$24.1K
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$18.3K
TAM
91
Tucker Asset Management
Colorado
$4.37K +$4.38K +179 New
NHT
92
New Hampshire Trust
New Hampshire
-$3.09M -125,919 Closed
HW
93
Hedeker Wealth
Illinois
-$1.5M -61,078 Closed
CA
94
Claro Advisors
Massachusetts
-$1.11M -45,335 Closed
AWM
95
AE Wealth Management
Kansas
-$563K -23,109 Closed
OMC
96
Old Mission Capital
Illinois
-$402K -16,355 Closed
WC
97
Waterloo Capital
Texas
-$292K -11,884 Closed
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
-$278K -11,303 Closed
WCM
99
WealthBridge Capital Management
Ohio
-$251K -10,207 Closed
MCCP
100
Mission Creek Capital Partners
California
-$216K -8,788 Closed

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.