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IQ MacKay Municipal Intermediate ETF

94 hedge funds and large institutions have $602M invested in IQ MacKay Municipal Intermediate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

153% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 19

55% more capital invested

Capital invested by funds: $388M → $602M (+$214M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 7894 (+16)

9.45% more ownership

Funds ownership: 80.98%90.42% (+9.4%)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
48
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M +$55.9M +2,342,912 +101%
Bank of America
2
Bank of America
North Carolina
$106M +$36.1M +1,511,420 +54%
UBS Group
3
UBS Group
Switzerland
$33.4M +$4.32M +180,978 +15%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$28.1M +$5.24M +219,739 +24%
APP
5
Avantax Planning Partners
Iowa
$27.4M +$26.3M +1,101,741 +7,596%
LPL Financial
6
LPL Financial
California
$25.1M +$9.03M +378,600 +59%
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$23.5M +$2.25M +94,214 +11%
IWP
8
IAG Wealth Partners
Wisconsin
$22.8M -$3.91M -164,048 -15%
PCA
9
Pallas Capital Advisors
Massachusetts
$19.9M +$1.8M +75,538 +10%
FCI
10
Financial Counselors Inc
Kansas
$19.2M +$15.2M +637,004 +441%
TA
11
TruWealth Advisors
Louisiana
$13.2M +$1.39M +58,242 +12%
CAN
12
Cetera Advisor Networks
California
$12.4M +$10.3M +432,570 +600%
Stifel Financial
13
Stifel Financial
Missouri
$9.21M +$3.34M +140,065 +60%
GVAG
14
Great Valley Advisor Group
Delaware
$9.12M +$455K +19,081 +5%
CAAM
15
Cornerstone Advisors Asset Management
Pennsylvania
$8.58M +$2.67M +112,027 +47%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.82M -$583K -24,438 -7%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$7.35M +$3.74M +156,901 +110%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.11M +$899K +37,677 +15%
Truist Financial
19
Truist Financial
North Carolina
$6.16M -$472K -19,786 -7%
AWA
20
Amplius Wealth Advisors
Pennsylvania
$5.79M +$692K +29,012 +14%
DAS
21
Dynamic Advisor Solutions
Arizona
$5.29M -$724K -30,339 -12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.91M +$3.65M +153,007 +326%
VC
23
Vicus Capital
Pennsylvania
$4.75M +$463K +19,390 +11%
PWMG
24
Prestige Wealth Management Group
New Jersey
$4.72M +$696K +29,155 +18%
BWP
25
Bernardo Wealth Planning
Pennsylvania
$4.43M +$2.06M +86,408 +92%

MMIT Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q4 2023, worth a combined $602M — up 55% from $388M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MMIT positions and 7 closed out — a net gain of 16 holders — while 48 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.9M. The largest seller was Jane Street, exiting entirely with an estimated $4.3M sold.

  • 94 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q4 2023, up from 78 in Q3 2023.
  • Funds reported $602M of IQ MacKay Municipal Intermediate ETF stock for Q4 2023, up 55% quarter-over-quarter.
  • 23 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q4 2023 and 7 closed out, a net change of +16 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $55.9M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q4 2023 was Jane Street, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2023.