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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
72% more capital invested
Capital invested by funds: $7.17M → $12.3M (+$5.16M)
67% more funds holding
Funds holding: 3 → 5 (+2)
0.05% more ownership
Funds ownership: 6.13% → 6.19% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WDL
Well Done LLC
Holland,
Michigan
|
+$1.6M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$883K |
| 3 |
Jane Street
New York
|
+$755K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$228K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
T. Rowe Price Associates
Baltimore,
Maryland
| $6.84M | – | – | – |
|
|
WDL
2
Well Done LLC
Holland,
Michigan
| $2.88M | +$1.6M | +31,905 | +128% |
|
|
3
Jane Street
New York
| $1.25M | +$755K | +15,066 | +158% |
|
|
4
Raymond James Financial
St Petersburg,
Florida
| $893K | +$883K | +17,625 | New |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $231K | +$228K | +4,554 | New |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $231K | +$228K | +4,554 | New |
|
|
SIM
7
Stratos Investment Management
Beachwood,
Ohio
| – | -$1.79M | -35,992 | Closed |
|
TAXE Hedge Fund Activity: Q3 2025 in Review
5 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Intermediate Municipal Income ETF (TAXE) for Q3 2025, worth a combined $12.3M — up 72% from $7.17M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TAXE positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Well Done LLC, adding an estimated $1.6M. The largest seller was Stratos Investment Management, exiting entirely with an estimated $1.79M sold.
- 5 institutional investors held Intermediate Municipal Income ETF (TAXE) as of Q3 2025, up from 3 in Q2 2025.
- Funds reported $12.3M of Intermediate Municipal Income ETF stock for Q3 2025, up 72% quarter-over-quarter.
- 3 funds opened new Intermediate Municipal Income ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
- The largest Intermediate Municipal Income ETF buyer in Q3 2025 was Well Done LLC, an estimated $1.6M added.
- The largest Intermediate Municipal Income ETF seller in Q3 2025 was Stratos Investment Management, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2025.