Intermediate Municipal Income ETF
TAXE
5 hedge funds and large institutions have $2.42M invested in Intermediate Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
150% more funds holding
Funds holding: 2 → 5 (+3)
138% more capital invested
Capital invested by funds: $1.01M → $2.42M (+$1.4M)
4.93% more ownership
Funds ownership: 4.23% → 9.16% (+4.9%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$1.49M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$516K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$50 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$587K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
1
Stratos Investment Management
Beachwood,
Ohio
| $1.48M | +$1.49M | +29,658 | New |
|
|
SWA
2
Stratos Wealth Advisors
Beachwood,
Ohio
| $512K | +$516K | +10,286 | New |
|
|
3
Jane Street
New York
| $422K | -$587K | -11,683 | -58% |
|
4
UBS Group
Zurich,
Switzerland
| $6.27K | – | – | – |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $50 | +$50 | +1 | New |
|
TAXE Hedge Fund Activity: Q1 2025 in Review
5 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in Intermediate Municipal Income ETF (TAXE) for Q1 2025, worth a combined $2.42M — up 138% from $1.01M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TAXE positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Stratos Investment Management, opening a new position worth an estimated $1.49M. The largest seller was Jane Street, cutting an estimated $587K.
- 5 institutional investors held Intermediate Municipal Income ETF (TAXE) as of Q1 2025, up from 2 in Q4 2024.
- Funds reported $2.42M of Intermediate Municipal Income ETF stock for Q1 2025, up 138% quarter-over-quarter.
- 3 funds opened new Intermediate Municipal Income ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest Intermediate Municipal Income ETF buyer in Q1 2025 was Stratos Investment Management, an estimated $1.49M added.
- The largest Intermediate Municipal Income ETF seller in Q1 2025 was Jane Street, an estimated $587K sold.
Based on aggregated 13F filings for Q1 2025.