TAXE

Intermediate Municipal Income ETF
TAXE

5 hedge funds and large institutions have $12.3M invested in Intermediate Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more ownership

Funds ownership: →

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.62M
2
+$893K
3
+$764K
4
Truist Financial
Truist Financial
North Carolina
+$231K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$231K

Top Sellers

1
-$3.66M
2
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.84M
WDL
2
Well Done LLC
Michigan
$2.88M
Jane Street
3
Jane Street
New York
$1.25M
Raymond James Financial
4
Raymond James Financial
Florida
$893K
Truist Financial
5
Truist Financial
North Carolina
$231K
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$231K
SIM
7
Stratos Investment Management
Ohio
–