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IQ MacKay Municipal Intermediate ETF

118 hedge funds and large institutions have $714M invested in IQ MacKay Municipal Intermediate ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

17% more capital invested

Capital invested by funds: $611M → $714M (+$103M)

7% more funds holding

Funds holding: 110118 (+8)

4.35% more ownership

Funds ownership: 81.18%85.53% (+4.3%)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
50
Reduced
40
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
$99.3M +$5.79M +240,026 +6%
Morgan Stanley
2
Morgan Stanley
New York
$61.7M -$8.86M -367,173 -12%
Raymond James Financial
3
Raymond James Financial
Florida
$44.1M +$2.59M +107,576 +6%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$42.2M +$5.77M +239,406 +16%
MAS
5
Meeder Advisory Services
Ohio
$40.9M +$41.1M +1,705,515 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$39.9M +$21M +871,933 +110%
UBS Group
7
UBS Group
Switzerland
$38.1M +$2.52M +104,649 +7%
LPL Financial
8
LPL Financial
California
$28.3M -$102K -4,216 -0.4%
IWP
9
IAG Wealth Partners
Wisconsin
$26.1M -$558K -23,134 -2%
APP
10
Avantax Planning Partners
Iowa
$16.6M +$72.9K +3,021 +0.4%
TA
11
TruWealth Advisors
Louisiana
$16.3M +$641K +26,561 +4%
PCA
12
Pallas Capital Advisors
Massachusetts
$14.8M -$8.97M -371,877 -38%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13M +$680K +28,199 +5%
CAAM
14
Cornerstone Advisors Asset Management
Pennsylvania
$11.4M +$1.99M +82,510 +21%
BCI
15
Brinker Capital Investments
Pennsylvania
$10.5M +$10.6M +439,103 New
OPS
16
Orion Portfolio Solutions
Nebraska
$10.5M +$10.6M +439,103 New
Jane Street
17
Jane Street
New York
$10.5M +$5.94M +246,326 +129%
FCI
18
Financial Counselors Inc
Kansas
$10.3M -$4.65M -192,707 -31%
GVAG
19
Great Valley Advisor Group
Delaware
$10.1M -$259K -10,744 -2%
DAS
20
Dynamic Advisor Solutions
Arizona
$9.51M -$245K -10,178 -3%
CG
21
CFO4Life Group
Texas
$7.76M +$7.81M +323,904 New
PGFC
22
Peapack-Gladstone Financial Corp
New Jersey
$7.54M +$7.58M +314,468 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.34M -$22.5K -932 -0.3%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$7.2M -$1.51M -62,459 -17%
Truist Financial
25
Truist Financial
North Carolina
$6.86M +$54.5K +2,261 +0.8%

MMIT Hedge Fund Activity: Q1 2025 in Review

118 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q1 2025, worth a combined $714M — up 17% from $611M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MMIT positions and 10 closed out — a net gain of 9 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Meeder Advisory Services, opening a new position worth an estimated $41.1M. The largest seller was Pallas Capital Advisors, cutting an estimated $8.97M.

  • 118 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q1 2025, up from 110 in Q4 2024.
  • Funds reported $714M of IQ MacKay Municipal Intermediate ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 19 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q1 2025 and 10 closed out, a net change of +9 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q1 2025 was Meeder Advisory Services, an estimated $41.1M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q1 2025 was Pallas Capital Advisors, an estimated $8.97M sold.

Based on aggregated 13F filings for Q1 2025.