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IQ MacKay Municipal Intermediate ETF

78 hedge funds and large institutions have $388M invested in IQ MacKay Municipal Intermediate ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

16% more capital invested

Capital invested by funds: $335M → $388M (+$52.7M)

8% more funds holding

Funds holding: 7278 (+6)

6.56% more ownership

Funds ownership: 74.42%80.98% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
34
Reduced
23
Closed
10
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
$65.6M +$1.59M +65,999 +2%
Morgan Stanley
2
Morgan Stanley
New York
$54.4M +$9.03M +375,404 +19%
UBS Group
3
UBS Group
Switzerland
$27.7M +$5.33M +221,438 +23%
IWP
4
IAG Wealth Partners
Wisconsin
$25.7M +$3.84M +159,532 +17%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.7M +$1.67M +69,350 +8%
SDWMA
6
Schneider Downs Wealth Management Advisors
Pennsylvania
$20.2M +$4.12M +171,087 +25%
PCA
7
Pallas Capital Advisors
Massachusetts
$17.1M +$17.7M +734,897 New
LPL Financial
8
LPL Financial
California
$15.2M +$4.75M +197,331 +44%
TA
9
TruWealth Advisors
Louisiana
$11.3M +$1.8M +74,888 +18%
GVAG
10
Great Valley Advisor Group
Delaware
$8.28M +$1.11M +45,968 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.06M +$7.29M +302,895 +755%
Truist Financial
12
Truist Financial
North Carolina
$6.36M +$350K +14,531 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.91M -$2.29M -94,961 -27%
DAS
14
Dynamic Advisor Solutions
Arizona
$5.78M +$70.9K +2,948 +1%
CAAM
15
Cornerstone Advisors Asset Management
Pennsylvania
$5.58M +$2.66M +110,450 +87%
Stifel Financial
16
Stifel Financial
Missouri
$5.52M +$2.67M +111,140 +90%
AWA
17
Amplius Wealth Advisors
Pennsylvania
$4.85M +$631K +26,202 +15%
Jane Street
18
Jane Street
New York
$4.3M +$4.4M +182,899 New
VC
19
Vicus Capital
Pennsylvania
$4.09M +$268K +11,127 +7%
PWMG
20
Prestige Wealth Management Group
New Jersey
$3.81M -$122K -5,084 -3%
SPIA
21
Steward Partners Investment Advisory
New York
$3.42M -$3.23M -134,086 -48%
FCI
22
Financial Counselors Inc
Kansas
$3.39M +$3.48M +144,436 New
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$3.34M +$3.43M +142,323 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$3.22M -$103K -4,268 -3%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.18M +$18.1K +753 +0.6%

MMIT Hedge Fund Activity: Q3 2023 in Review

78 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q3 2023, worth a combined $388M — up 16% from $335M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MMIT positions and 10 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $17.7M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $3.23M.

  • 78 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q3 2023, up from 72 in Q2 2023.
  • Funds reported $388M of IQ MacKay Municipal Intermediate ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 17 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q3 2023 and 10 closed out, a net change of +7 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q3 2023 was Pallas Capital Advisors, an estimated $17.7M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q3 2023 was Steward Partners Investment Advisory, an estimated $3.23M sold.

Based on aggregated 13F filings for Q3 2023.