Intermediate Municipal Income ETF
TAXE
3 hedge funds and large institutions have $7.17M invested in Intermediate Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
197% more capital invested
Capital invested by funds: $2.42M → $7.17M (+$4.75M)
3.03% less ownership
Funds ownership: 9.16% → 6.13% (-3%)
40% less funds holding
Funds holding: 5 → 3 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WDL
Well Done LLC
Holland,
Michigan
|
+$1.24M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$313K |
| 3 |
Jane Street
New York
|
+$52.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$512K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.27K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$50 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
T. Rowe Price Associates
Baltimore,
Maryland
| $3.66M | – | – | – |
|
|
SIM
2
Stratos Investment Management
Beachwood,
Ohio
| $1.79M | +$313K | +6,334 | +21% |
|
|
WDL
3
Well Done LLC
Holland,
Michigan
| $1.24M | +$1.24M | +25,000 | New |
|
|
4
Jane Street
New York
| $474K | +$52.5K | +1,062 | +13% |
|
|
SWA
5
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$512K | -10,286 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$6.27K | -126 | Closed |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | -$50 | -1 | Closed |
|
TAXE Hedge Fund Activity: Q2 2025 in Review
3 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Intermediate Municipal Income ETF (TAXE) for Q2 2025, worth a combined $7.17M — up 197% from $2.42M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TAXE and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Well Done LLC, opening a new position worth an estimated $1.24M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $512K sold.
- 3 institutional investors held Intermediate Municipal Income ETF (TAXE) as of Q2 2025, down from 5 in Q1 2025.
- Funds reported $7.17M of Intermediate Municipal Income ETF stock for Q2 2025, up 197% quarter-over-quarter.
- 1 fund opened new Intermediate Municipal Income ETF positions in Q2 2025 and 3 closed out, a net change of -2 holders.
- The largest Intermediate Municipal Income ETF buyer in Q2 2025 was Well Done LLC, an estimated $1.24M added.
- The largest Intermediate Municipal Income ETF seller in Q2 2025 was Stratos Wealth Advisors, an estimated $512K sold.
Based on aggregated 13F filings for Q2 2025.