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IQ MacKay Municipal Intermediate ETF

49 hedge funds and large institutions have $196M invested in IQ MacKay Municipal Intermediate ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $175M → $196M (+$21.4M)

9% more funds holding

Funds holding: 4549 (+4)

1.73% more ownership

Funds ownership: 72.47%74.2% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27M -$250K -10,224 -0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.1M +$20.4M +835,303 +1,080%
HighTower Advisors
3
HighTower Advisors
Illinois
$19.6M +$19.7M +806,005 New
Bank of America
4
Bank of America
North Carolina
$16.8M -$23.8M -975,581 -58%
SDWMA
5
Schneider Downs Wealth Management Advisors
Pennsylvania
$15M +$2.57M +105,044 +20%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.72M +$6.22M +254,584 +243%
UBS Group
7
UBS Group
Switzerland
$8.65M -$946K -38,725 -10%
LPL Financial
8
LPL Financial
California
$8.62M +$6.89M +281,994 +386%
IWP
9
IAG Wealth Partners
Wisconsin
$8.4M +$618K +25,310 +8%
PI
10
PFS Investments
Georgia
$6.83M +$487K +19,915 +8%
PWMG
11
Prestige Wealth Management Group
New Jersey
$5.73M +$91.5K +3,744 +2%
Truist Financial
12
Truist Financial
North Carolina
$4.82M +$4.85M +198,502 New
SCA
13
Snowden Capital Advisors
New York
$4.47M +$374K +15,286 +9%
VC
14
Vicus Capital
Pennsylvania
$3.3M +$745K +30,472 +29%
IA
15
IFP Advisors
Florida
$2.86M
QA
16
Quantitative Advantage
Minnesota
$2.72M -$414K -16,959 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.64M +$1.63M +66,802 +159%
CWM
18
Centric Wealth Management
Illinois
$2.17M +$2.18M +89,186 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.08M +$2.1M +85,799 New
Jane Street
20
Jane Street
New York
$2.06M -$506K -20,697 -20%
TA
21
TruWealth Advisors
Louisiana
$2.03M +$2.04M +83,572 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.97M -$423K -17,313 -18%
FAIM
23
Financial Advocates Investment Management
Washington
$1.69M +$626K +25,606 +58%
RJA
24
Raymond James & Associates
Florida
$1.46M -$128K -5,223 -8%
1W
25
1776 Wealth
Georgia
$1.36M

MMIT Hedge Fund Activity: Q2 2022 in Review

49 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q2 2022, worth a combined $196M — up 12% from $175M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MMIT positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $20.4M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 49 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $196M of IQ MacKay Municipal Intermediate ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 9 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q2 2022 and 4 closed out, a net change of +5 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $20.4M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q2 2022 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2022.