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TAXE

Intermediate Municipal Income ETF
TAXE

16 hedge funds and large institutions have $21.4M invested in Intermediate Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding

Funds holding: 5 → 16 (+11)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

73% more capital invested

Capital invested by funds: $12.3M → $21.4M (+$9.06M)

6.15% more ownership

Funds ownership: 6.19% → 12.34% (+6.2%)

Holders
16
Holders Change
+11
Holders Change %
+220%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$3.58M
2
LPL Financial
LPL Financial
California
+$2.06M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$917K
4
P
&Partners
Tennessee
+$480K
5
PAG
Private Advisor Group
New Jersey
+$307K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.15M – – –
OMC
2
Old Mission Capital
Illinois
$3.58M +$3.58M +70,009 New
WDL
3
Well Done LLC
Michigan
$2.91M – – –
LPL Financial
4
LPL Financial
California
$2.06M +$2.06M +40,347 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.15M +$917K +17,935 +394%
Raymond James Financial
6
Raymond James Financial
Florida
$965K +$64.9K +1,269 +7%
Jane Street
7
Jane Street
New York
$688K -$569K -11,139 -45%
P
8
&Partners
Tennessee
$480K +$480K +9,392 New
Truist Financial
9
Truist Financial
North Carolina
$366K +$133K +2,599 +57%
PAG
10
Private Advisor Group
New Jersey
$307K +$307K +6,000 New
KAS
11
Kestra Advisory Services
Texas
$220K +$220K +4,307 New
MCA
12
Magnolia Capital Advisors
Mississippi
$204K +$204K +4,000 New
FDW
13
Fourth Dimension Wealth
Ohio
$179K +$179K +3,500 New
NA
14
NewEdge Advisors
Louisiana
$51.2K +$51.2K +1,001 New
Osaic Holdings
15
Osaic Holdings
Arizona
$51.1K +$51.1K +1,000 New
IIM
16
IFC & Insurance Marketing
California
$21K +$21.2K +414 New
UBS Group
17
UBS Group
Switzerland
$13.1K +$13.1K +256 New

TAXE Hedge Fund Activity: Q4 2025 in Review

16 of the 8,254 institutional investors tracked by Wall St. Rank reported a position in Intermediate Municipal Income ETF (TAXE) for Q4 2025, worth a combined $21.4M — up 73% from $12.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TAXE positions and 0 closed out — a net gain of 11 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.58M. The largest seller was Jane Street, cutting an estimated $569K.

  • 16 institutional investors held Intermediate Municipal Income ETF (TAXE) as of Q4 2025, up from 5 in Q3 2025.
  • Funds reported $21.4M of Intermediate Municipal Income ETF stock for Q4 2025, up 73% quarter-over-quarter.
  • 11 funds opened new Intermediate Municipal Income ETF positions in Q4 2025 and 0 closed out, a net change of +11 holders.
  • The largest Intermediate Municipal Income ETF buyer in Q4 2025 was Old Mission Capital, an estimated $3.58M added.
  • The largest Intermediate Municipal Income ETF seller in Q4 2025 was Jane Street, an estimated $569K sold.

Based on aggregated 13F filings for Q4 2025.