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IQ MacKay Municipal Intermediate ETF

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: 7074 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$56.8M +$1.13M +46,138 +2%
Morgan Stanley
2
Morgan Stanley
New York
$31.9M +$6.64M +271,774 +26%
UBS Group
3
UBS Group
Switzerland
$22.3M +$808K +33,078 +4%
IWP
4
IAG Wealth Partners
Wisconsin
$18.4M +$3.44M +140,599 +23%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.6M +$1.28M +52,481 +8%
SDWMA
6
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.8M +$1.77M +72,396 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.1M -$5.95M -243,603 -40%
LPL Financial
8
LPL Financial
California
$9.07M +$406K +16,593 +5%
PI
9
PFS Investments
Georgia
$7.62M +$380K +15,557 +5%
TA
10
TruWealth Advisors
Louisiana
$7.39M +$875K +35,783 +14%
Truist Financial
11
Truist Financial
North Carolina
$5.82M +$68.5K +2,801 +1%
SPIA
12
Steward Partners Investment Advisory
New York
$5.69M +$4.5M +184,308 +392%
DAS
13
Dynamic Advisor Solutions
Arizona
$5.28M +$2.08M +85,263 +66%
GVAG
14
Great Valley Advisor Group
Delaware
$4.73M +$4.7M +192,493 New
PAG
15
Private Advisor Group
New Jersey
$4.27M +$2.7M +110,466 +174%
VC
16
Vicus Capital
Pennsylvania
$3.96M +$998K +40,828 +34%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$3.75M +$140K +5,729 +4%
PWMG
18
Prestige Wealth Management Group
New Jersey
$3.74M +$5.82K +238 +0.2%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$3.73M -$62K -2,537 -2%
Stifel Financial
20
Stifel Financial
Missouri
$3.15M +$152K +6,233 +5%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.91M +$334K +13,685 +13%
Jane Street
22
Jane Street
New York
$2.66M +$2.64M +108,154 New
RJA
23
Raymond James & Associates
Florida
$2.66M +$769K +31,465 +41%
QA
24
Quantitative Advantage
Minnesota
$2.55M +$517K +21,159 +26%
CAAM
25
Cornerstone Advisors Asset Management
Pennsylvania
$2.34M +$259K +10,609 +13%

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.