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IQ MacKay Municipal Intermediate ETF

153 hedge funds and large institutions have $1.13B invested in IQ MacKay Municipal Intermediate ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

181% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more funds holding

Funds holding: 128153 (+25)

12% more capital invested

Capital invested by funds: $1.01B → $1.13B (+$122M)

2.68% less ownership

Funds ownership: 90.89%88.21% (-2.7%)

Holders
153
Holders Change
+25
Holders Change %
+19.53%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
35
Increased
76
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$154M +$5.43M +222,858 +4%
Bank of America
2
Bank of America
North Carolina
$140M +$17.8M +730,147 +15%
Morgan Stanley
3
Morgan Stanley
New York
$67.8M +$4.46M +183,188 +7%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$59M +$4.48M +184,223 +8%
MAS
5
Meeder Advisory Services
Ohio
$55M +$4.8M +197,225 +10%
LPL Financial
6
LPL Financial
California
$49.8M +$6.5M +267,079 +15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$47.4M +$2.74M +112,475 +6%
Raymond James Financial
8
Raymond James Financial
Florida
$46.2M +$5.39M +221,586 +13%
IWP
9
IAG Wealth Partners
Wisconsin
$44.7M +$4.01M +164,912 +10%
UBS Group
10
UBS Group
Switzerland
$41.3M +$2.77M +113,582 +7%
MT
11
Midwest Trust
Kansas
$31.1M +$15.3M +627,505 +96%
Mariner
12
Mariner
Kansas
$29.8M +$1.01M +41,651 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18.9M +$2.56M +105,183 +16%
PCA
14
Pallas Capital Advisors
Massachusetts
$15.2M +$1.16M +47,778 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14M +$1.72M +70,486 +14%
TA
16
TruWealth Advisors
Louisiana
$12.6M +$440K +18,094 +4%
CAAM
17
Cornerstone Advisors Asset Management
Pennsylvania
$12.4M +$1.88M +77,402 +18%
BCI
18
Brinker Capital Investments
Pennsylvania
$12.1M +$413K +16,963 +4%
CCM
19
Condor Capital Management
New Jersey
$12.1M +$443K +18,184 +4%
CG
20
CFO4Life Group
Texas
$11.6M +$88.7K +3,643 +0.8%
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$11.3M +$9.19M +377,693 +438%
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$11.1M +$972K +39,931 +10%
GVAG
23
Great Valley Advisor Group
Delaware
$10.3M -$265K -10,891 -3%
IWP
24
Invenio Wealth Partners
Florida
$9.69M +$500K +20,530 +5%
VC
25
Vicus Capital
Pennsylvania
$9.23M +$658K +27,018 +8%