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IQ MacKay Municipal Intermediate ETF

94 hedge funds and large institutions have $536M invested in IQ MacKay Municipal Intermediate ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

3% more funds holding

Funds holding: 9194 (+3)

1% more capital invested

Capital invested by funds: $531M → $536M (+$5.51M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.44% less ownership

Funds ownership: 81.21%79.77% (-1.4%)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
42
Reduced
35
Closed
6
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
$87.9M +$5.54M +229,694 +7%
Morgan Stanley
2
Morgan Stanley
New York
$61.5M +$995K +41,211 +2%
UBS Group
3
UBS Group
Switzerland
$39.8M +$3.32M +137,433 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$36.6M +$2.77M +114,796 +8%
SDWMA
5
Schneider Downs Wealth Management Advisors
Pennsylvania
$30.9M +$3.51M +145,231 +13%
APP
6
Avantax Planning Partners
Iowa
$25.6M -$462K -19,127 -2%
LPL Financial
7
LPL Financial
California
$24.9M -$760K -31,479 -3%
IWP
8
IAG Wealth Partners
Wisconsin
$24.8M +$815K +33,744 +3%
PCA
9
Pallas Capital Advisors
Massachusetts
$23.1M +$1.18M +48,821 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$15.4M +$2.3M +95,483 +18%
TA
11
TruWealth Advisors
Louisiana
$14.5M -$369K -15,282 -2%
Stifel Financial
12
Stifel Financial
Missouri
$9.68M +$216K +8,948 +2%
GVAG
13
Great Valley Advisor Group
Delaware
$9.55M +$212K +8,777 +2%
CAAM
14
Cornerstone Advisors Asset Management
Pennsylvania
$9.15M +$474K +19,627 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.69M -$189K -7,849 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.23M -$218K -9,014 -3%
Truist Financial
17
Truist Financial
North Carolina
$6.86M +$430K +17,808 +7%
DAS
18
Dynamic Advisor Solutions
Arizona
$6.07M +$379K +15,717 +7%
FCI
19
Financial Counselors Inc
Kansas
$6.03M +$95.4K +3,954 +2%
PWMG
20
Prestige Wealth Management Group
New Jersey
$5.71M -$72.3K -2,995 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.07M -$200K -8,274 -4%
BWP
22
Bernardo Wealth Planning
Pennsylvania
$4.9M +$404K +16,742 +9%
VC
23
Vicus Capital
Pennsylvania
$4.79M -$45.2K -1,872 -0.9%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$4.6M +$721K +29,883 +19%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$3.69M +$849K +35,163 +30%

MMIT Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q2 2024, worth a combined $536M — up 1% from $531M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MMIT positions and 6 closed out — a net gain of 4 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $5.54M. The largest seller was Jane Street, exiting entirely with an estimated $884K sold.

  • 94 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $536M of IQ MacKay Municipal Intermediate ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 10 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q2 2024 and 6 closed out, a net change of +4 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q2 2024 was Bank of America, an estimated $5.54M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q2 2024 was Jane Street, an estimated $884K sold.

Based on aggregated 13F filings for Q2 2024.