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IQ MacKay Municipal Intermediate ETF

70 hedge funds and large institutions have $260M invested in IQ MacKay Municipal Intermediate ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

25% more funds holding

Funds holding: 5670 (+14)

17% more capital invested

Capital invested by funds: $221M → $260M (+$38.6M)

2.91% less ownership

Funds ownership: 76.04%73.13% (-2.9%)

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
25
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$54.6M +$14.3M +601,598 +36%
Morgan Stanley
2
Morgan Stanley
New York
$24.8M -$1.32M -55,365 -5%
UBS Group
3
UBS Group
Switzerland
$21.1M +$6.68M +280,703 +47%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16M +$6.78M +284,716 +75%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.8M -$7.17M -301,037 -33%
IWP
6
IAG Wealth Partners
Wisconsin
$14.7M +$2.28M +95,909 +19%
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.8M -$1.7M -71,256 -11%
LPL Financial
8
LPL Financial
California
$8.5M -$1.78M -74,859 -18%
PI
9
PFS Investments
Georgia
$7.08M +$7.38K +310 +0.1%
TA
10
TruWealth Advisors
Louisiana
$6.39M +$4.19M +175,863 +198%
Truist Financial
11
Truist Financial
North Carolina
$5.65M +$540K +22,678 +11%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.61M -$14M -589,387 -72%
OMC
13
Old Mission Capital
Illinois
$5.3M +$5.23M +219,738 New
AWA
14
Amplius Wealth Advisors
Pennsylvania
$3.73M +$3.68M +154,396 New
PWMG
15
Prestige Wealth Management Group
New Jersey
$3.67M -$1.88M -79,092 -34%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$3.54M +$1.6M +67,072 +84%
DAS
17
Dynamic Advisor Solutions
Arizona
$3.12M +$2.17M +91,167 +239%
Stifel Financial
18
Stifel Financial
Missouri
$2.94M +$2.91M +122,046 New
VC
19
Vicus Capital
Pennsylvania
$2.9M -$129K -5,424 -4%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.53M -$81.3K -3,413 -3%
CAAM
21
Cornerstone Advisors Asset Management
Pennsylvania
$2.04M +$2.02M +84,687 New
QA
22
Quantitative Advantage
Minnesota
$1.99M -$542K -22,760 -22%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.96M -$53.9K -2,263 -3%
SI
24
Saxon Interests
Texas
$1.9M +$1.85M +77,581 New
CPWM
25
Cypress Point Wealth Management
Texas
$1.88M +$1.85M +77,812 New

MMIT Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q4 2022, worth a combined $260M — up 17% from $221M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MMIT positions and 9 closed out — a net gain of 14 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $14.3M. The largest seller was HighTower Advisors, cutting an estimated $14M.

  • 70 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $260M of IQ MacKay Municipal Intermediate ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 23 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q4 2022 and 9 closed out, a net change of +14 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q4 2022 was Bank of America, an estimated $14.3M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q4 2022 was HighTower Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2022.