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IQ MacKay Municipal Intermediate ETF

128 hedge funds and large institutions have $1.01B invested in IQ MacKay Municipal Intermediate ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 33

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more capital invested

Capital invested by funds: $892M → $1.01B (+$120M)

5% more funds holding

Funds holding: 122128 (+6)

11.56% less ownership

Funds ownership: 102.45%90.89% (-12%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
19
Increased
66
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$148M +$4.64M +193,657 +3%
Bank of America
2
Bank of America
North Carolina
$122M +$11.2M +469,447 +10%
Morgan Stanley
3
Morgan Stanley
New York
$63.2M +$2.54M +106,097 +4%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$54.5M +$9.67M +403,900 +22%
MAS
5
Meeder Advisory Services
Ohio
$50.1M +$3.67M +153,508 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$44.6M +$3.14M +131,126 +8%
LPL Financial
7
LPL Financial
California
$43.2M +$10.4M +434,435 +32%
Raymond James Financial
8
Raymond James Financial
Florida
$40.8M +$2.17M +90,504 +6%
IWP
9
IAG Wealth Partners
Wisconsin
$40.7M +$16.1M +674,186 +67%
UBS Group
10
UBS Group
Switzerland
$38.5M +$4.27M +178,284 +13%
Mariner
11
Mariner
Kansas
$28.7M +$26.7M +1,115,151 +1,689%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.3M +$1.94M +81,096 +14%
MT
13
Midwest Trust
Kansas
$15.8M +$1.65M +68,833 +12%
PCA
14
Pallas Capital Advisors
Massachusetts
$14.1M +$70.3K +2,936 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.3M +$2.47M +103,025 +26%
TA
16
TruWealth Advisors
Louisiana
$12.2M -$4.57M -191,088 -28%
BCI
17
Brinker Capital Investments
Pennsylvania
$11.7M +$583K +24,341 +5%
CCM
18
Condor Capital Management
New Jersey
$11.6M +$381K +15,901 +3%
CG
19
CFO4Life Group
Texas
$11.5M +$1.49M +62,196 +15%
CAAM
20
Cornerstone Advisors Asset Management
Pennsylvania
$10.5M -$705K -29,471 -6%
GVAG
21
Great Valley Advisor Group
Delaware
$10.5M +$509K +21,276 +5%
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$10.1M -$43.2K -1,803 -0.4%
Osaic Holdings
23
Osaic Holdings
Arizona
$9.42M +$613K +25,626 +7%
IWP
24
Invenio Wealth Partners
Florida
$9.18M +$1.85M +77,223 +26%
SF
25
Summit Financial
New Jersey
$8.66M +$8.53M +356,452 New

MMIT Hedge Fund Activity: Q3 2025 in Review

128 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay Municipal Intermediate ETF (MMIT) for Q3 2025, worth a combined $1.01B — up 13% from $892M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MMIT positions and 11 closed out — a net gain of 8 holders — while 66 added to existing stakes and 33 trimmed.

The largest buyer was Mariner, adding an estimated $26.7M. The largest seller was Avantax Planning Partners, cutting an estimated $27.1M.

  • 128 institutional investors held IQ MacKay Municipal Intermediate ETF (MMIT) as of Q3 2025, up from 122 in Q2 2025.
  • Funds reported $1.01B of IQ MacKay Municipal Intermediate ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 19 funds opened new IQ MacKay Municipal Intermediate ETF positions in Q3 2025 and 11 closed out, a net change of +8 holders.
  • The largest IQ MacKay Municipal Intermediate ETF buyer in Q3 2025 was Mariner, an estimated $26.7M added.
  • The largest IQ MacKay Municipal Intermediate ETF seller in Q3 2025 was Avantax Planning Partners, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2025.