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IQ MacKay Municipal Intermediate ETF

110 hedge funds and large institutions have $611M invested in IQ MacKay Municipal Intermediate ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

11% more funds holding

Funds holding: 99110 (+11)

7% more capital invested

Capital invested by funds: $571M → $611M (+$39.7M)

2.77% more ownership

Funds ownership: 78.4%81.18% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
110
Holders Change
+11
Holders Change %
+11.11%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
48
Reduced
34
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
$93.7M -$3.89M -160,135 -4%
Morgan Stanley
2
Morgan Stanley
New York
$70.6M +$6.73M +277,286 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$41.6M +$42.1M +1,732,162 New
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$36.5M +$1.97M +80,973 +6%
UBS Group
5
UBS Group
Switzerland
$35.7M -$888K -36,586 -2%
LPL Financial
6
LPL Financial
California
$28.5M +$3.65M +150,293 +15%
IWP
7
IAG Wealth Partners
Wisconsin
$26.7M +$1.23M +50,796 +5%
PCA
8
Pallas Capital Advisors
Massachusetts
$23.8M -$241K -9,941 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19M +$1.59M +65,654 +9%
APP
10
Avantax Planning Partners
Iowa
$16.6M -$1.35M -55,640 -7%
TA
11
TruWealth Advisors
Louisiana
$15.7M +$313K +12,906 +2%
FCI
12
Financial Counselors Inc
Kansas
$14.9M +$8.46M +348,352 +128%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.4M -$166K -6,819 -1%
GVAG
14
Great Valley Advisor Group
Delaware
$10.4M +$525K +21,612 +5%
Stifel Financial
15
Stifel Financial
Missouri
$9.81M +$208K +8,547 +2%
DAS
16
Dynamic Advisor Solutions
Arizona
$9.77M +$3.63M +149,508 +58%
CAAM
17
Cornerstone Advisors Asset Management
Pennsylvania
$9.4M -$77.3K -3,184 -0.8%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$8.71M +$3.6M +148,365 +69%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.38M +$171K +7,027 +2%
Truist Financial
20
Truist Financial
North Carolina
$6.82M -$35.1K -1,444 -0.5%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$6.14M +$5.86M +241,484 +1,715%
BMWS
22
Brady Martz Wealth Solutions
North Dakota
$5.75M +$5.84M +240,318 New
VC
23
Vicus Capital
Pennsylvania
$5.33M +$379K +15,602 +8%
PWMG
24
Prestige Wealth Management Group
New Jersey
$5.05M -$599K -24,670 -11%
SA
25
Sanctuary Advisors
Indiana
$4.59M +$671K +27,627 +17%

MMIT Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q4 2024, worth a combined $611M — up 6.9% from $571M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MMIT positions and 8 closed out — a net gain of 13 holders — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $8.46M. The largest seller was Bank of America, cutting an estimated $3.89M.

  • 110 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $611M of IQ MacKay Municipal Intermediate ETF stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 21 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q4 2024 and 8 closed out, a net change of +13 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q4 2024 was Financial Counselors Inc, an estimated $8.46M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q4 2024 was Bank of America, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2024.