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IQ MacKay Municipal Intermediate ETF
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Overview Fund Activity

72 hedge funds and large institutions have $335M invested in IQ MacKay Municipal Intermediate ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
41
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.2M
2
Bank of America
2
Bank of America
North Carolina
$66.4M
3
IWP
3
IAG Wealth Partners
Wisconsin
$22.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.8M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PAG
2
Private Advisor Group
New Jersey
$3.51M
3
IA
3
IFP Advisors
Florida
$553K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.4M 2,727,550 +419,543 +18%
Morgan Stanley
2
Morgan Stanley
New York
$47.2M 1,937,598 +640,078 +49%
UBS Group
3
UBS Group
Switzerland
$23.3M 957,423 +50,966 +6%
IWP
4
IAG Wealth Partners
Wisconsin
$22.8M 934,349 +184,187 +25%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.8M 855,465 +140,486 +20%
SDWMA
6
Schneider Downs Wealth Management Advisors
Pennsylvania
$16.8M 690,163 +47,877 +7%
LPL Financial
7
LPL Financial
California
$10.9M 447,976 +79,280 +22%
TA
8
TruWealth Advisors
Louisiana
$9.89M 405,827 +105,348 +35%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.44M 346,623 -23,333 -6%
PI
10
PFS Investments
Georgia
$7.59M 311,672 +2,888 +0.9%
GVAG
11
Great Valley Advisor Group
Delaware
$7.46M 306,348 +113,855 +59%
SPIA
12
Steward Partners Investment Advisory
New York
$6.81M 279,734 +48,351 +21%
Truist Financial
13
Truist Financial
North Carolina
$6.24M 256,101 +19,314 +8%
DAS
14
Dynamic Advisor Solutions
Arizona
$5.92M 243,147 +28,621 +13%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$4.39M 180,332 +28,473 +19%
PWMG
16
Prestige Wealth Management Group
New Jersey
$4.08M 167,382 +15,423 +10%
VC
17
Vicus Capital
Pennsylvania
$3.97M 162,935 +1,848 +1%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$3.53M 144,817 -7,542 -5%
PAG
19
Private Advisor Group
New Jersey
$3.51M 144,138 -29,706 -17%
IWC
20
Integrated Wealth Concepts
Massachusetts
$3.44M 141,255 +22,766 +19%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.28M 134,464 +134,464 New
CAAM
22
Cornerstone Advisors Asset Management
Pennsylvania
$3.09M 126,972 +31,676 +33%
Stifel Financial
23
Stifel Financial
Missouri
$3.02M 123,880 -4,399 -3%
RJA
24
Raymond James & Associates
Florida
$2.57M 105,473 -2,643 -2%
CPWM
25
Cypress Point Wealth Management
Texas
$2.27M 93,162 +615 +0.7%
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