Intermediate Municipal Income ETF
TAXE
21 hedge funds and large institutions have $41.5M invested in Intermediate Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
94% more capital invested
Capital invested by funds: $21.4M → $41.5M (+$20.1M)
31% more funds holding
Funds holding: 16 → 21 (+5)
12.81% more ownership
Funds ownership: 12.34% → 25.14% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$11.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.52M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.31M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.19M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.92M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$220K |
| 3 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$204K |
| 4 |
IIM
IFC & Insurance Marketing
Auburn,
California
|
-$21K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$8.29K |
TAXE Hedge Fund Activity: Q1 2026 in Review
21 of the 8,196 institutional investors tracked by Wall St. Rank reported a position in Intermediate Municipal Income ETF (TAXE) for Q1 2026, worth a combined $41.5M — up 94% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TAXE positions and 3 closed out — a net gain of 5 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $11.1M. The largest seller was Old Mission Capital, cutting an estimated $2.92M.
- 21 institutional investors held Intermediate Municipal Income ETF (TAXE) as of Q1 2026, up from 16 in Q4 2025.
- Funds reported $41.5M of Intermediate Municipal Income ETF stock for Q1 2026, up 94% quarter-over-quarter.
- 8 funds opened new Intermediate Municipal Income ETF positions in Q1 2026 and 3 closed out, a net change of +5 holders.
- The largest Intermediate Municipal Income ETF buyer in Q1 2026 was Raymond James Financial, an estimated $11.1M added.
- The largest Intermediate Municipal Income ETF seller in Q1 2026 was Old Mission Capital, an estimated $2.92M sold.
Based on aggregated 13F filings for Q1 2026.