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IQ MacKay Municipal Intermediate ETF

91 hedge funds and large institutions have $531M invested in IQ MacKay Municipal Intermediate ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

3% less funds holding

Funds holding: 9491 (-3)

9.21% less ownership

Funds ownership: 90.42%81.21% (-9.2%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

12% less capital invested

Capital invested by funds: $602M → $531M (-$71M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
9
Increased
49
Reduced
22
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
$83.1M -$22M -898,980 -21%
Morgan Stanley
2
Morgan Stanley
New York
$61M -$52.6M -2,153,251 -46%
UBS Group
3
UBS Group
Switzerland
$36.8M +$3.67M +150,267 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$34.2M +$6.26M +256,090 +22%
SDWMA
5
Schneider Downs Wealth Management Advisors
Pennsylvania
$27.6M +$4.32M +176,648 +18%
APP
6
Avantax Planning Partners
Iowa
$26.2M -$987K -40,378 -4%
LPL Financial
7
LPL Financial
California
$25.9M +$932K +38,139 +4%
IWP
8
IAG Wealth Partners
Wisconsin
$24.2M +$1.5M +61,489 +7%
PCA
9
Pallas Capital Advisors
Massachusetts
$21.9M +$2.18M +89,368 +11%
TA
10
TruWealth Advisors
Louisiana
$15M +$1.83M +74,673 +14%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$13.2M +$13.2M +541,490 New
CAN
12
Cetera Advisor Networks
California
$12.8M +$522K +21,357 +4%
Stifel Financial
13
Stifel Financial
Missouri
$9.55M +$403K +16,476 +4%
GVAG
14
Great Valley Advisor Group
Delaware
$9.42M +$365K +14,920 +4%
CAAM
15
Cornerstone Advisors Asset Management
Pennsylvania
$8.75M +$225K +9,221 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.94M +$889K +36,383 +13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.51M -$256K -10,481 -3%
Truist Financial
18
Truist Financial
North Carolina
$6.49M +$370K +15,132 +6%
FCI
19
Financial Counselors Inc
Kansas
$5.99M -$13.1M -535,979 -69%
PWMG
20
Prestige Wealth Management Group
New Jersey
$5.83M +$1.17M +47,692 +25%
DAS
21
Dynamic Advisor Solutions
Arizona
$5.74M +$480K +19,640 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.32M +$445K +18,190 +9%
VC
23
Vicus Capital
Pennsylvania
$4.87M +$154K +6,317 +3%
BWP
24
Bernardo Wealth Planning
Pennsylvania
$4.53M +$137K +5,596 +3%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$3.91M -$3.39M -138,760 -46%

MMIT Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q1 2024, worth a combined $531M — down 12% from $602M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MMIT and 9 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 49 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $13.2M. The largest seller was Morgan Stanley, cutting an estimated $52.6M.

  • 91 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $531M of IQ MacKay Municipal Intermediate ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 9 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q1 2024 and 10 closed out, a net change of -1 holder.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $13.2M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q1 2024 was Morgan Stanley, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2024.