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IQ MacKay Municipal Intermediate ETF

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.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $289M → $335M (+$46.5M)

3.34% more ownership

Funds ownership: 71.08%74.42% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less funds holding

Funds holding: 7472 (-2)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$66.4M +$10.2M +419,543 +18%
Morgan Stanley
2
Morgan Stanley
New York
$47.2M +$15.6M +640,078 +49%
UBS Group
3
UBS Group
Switzerland
$23.3M +$1.24M +50,966 +6%
IWP
4
IAG Wealth Partners
Wisconsin
$22.8M +$4.49M +184,187 +25%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.8M +$3.43M +140,486 +20%
SDWMA
6
Schneider Downs Wealth Management Advisors
Pennsylvania
$16.8M +$1.17M +47,877 +7%
LPL Financial
7
LPL Financial
California
$10.9M +$1.93M +79,280 +22%
TA
8
TruWealth Advisors
Louisiana
$9.89M +$2.57M +105,348 +35%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.44M -$569K -23,333 -6%
PI
10
PFS Investments
Georgia
$7.59M +$70.4K +2,888 +0.9%
GVAG
11
Great Valley Advisor Group
Delaware
$7.46M +$2.78M +113,855 +59%
SPIA
12
Steward Partners Investment Advisory
New York
$6.81M +$1.18M +48,351 +21%
Truist Financial
13
Truist Financial
North Carolina
$6.24M +$471K +19,314 +8%
DAS
14
Dynamic Advisor Solutions
Arizona
$5.92M +$698K +28,621 +13%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$4.39M +$695K +28,473 +19%
PWMG
16
Prestige Wealth Management Group
New Jersey
$4.08M +$376K +15,423 +10%
VC
17
Vicus Capital
Pennsylvania
$3.97M +$45.1K +1,848 +1%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$3.53M -$184K -7,542 -5%
PAG
19
Private Advisor Group
New Jersey
$3.51M -$725K -29,706 -17%
IWC
20
Integrated Wealth Concepts
Massachusetts
$3.44M +$555K +22,766 +19%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.28M +$3.28M +134,464 New
CAAM
22
Cornerstone Advisors Asset Management
Pennsylvania
$3.09M +$773K +31,676 +33%
Stifel Financial
23
Stifel Financial
Missouri
$3.02M -$107K -4,399 -3%
RJA
24
Raymond James & Associates
Florida
$2.57M -$64.5K -2,643 -2%
CPWM
25
Cypress Point Wealth Management
Texas
$2.27M +$15K +615 +0.7%

MMIT Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q2 2023, worth a combined $335M — up 16% from $289M a quarter earlier.

Fund positioning in MMIT was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 41 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Jane Street, exiting entirely with an estimated $2.66M sold.

  • 72 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q2 2023, down from 74 in Q1 2023.
  • Funds reported $335M of IQ MacKay Municipal Intermediate ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 8 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q2 2023 was Morgan Stanley, an estimated $15.6M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q2 2023 was Jane Street, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2023.