Intermediate Municipal Income ETF
TAXE
25 hedge funds and large institutions have $54.4M invested in Intermediate Municipal Income ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
31% more capital invested
Capital invested by funds: $41.5M → $54.4M (+$12.9M)
19% more funds holding
Funds holding: 21 → 25 (+4)
2.21% less ownership
Funds ownership: 25.14% → 22.93% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$5.61M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.77M |
| 3 |
B
Bensler
Bellevue,
Washington
|
+$2.48M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.11M |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$621K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$9.21M |
| 2 |
Jane Street
New York
|
-$953K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$622K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$18.4K |
| 5 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$4.91K |
TAXE Hedge Fund Activity: Q2 2026 in Review
25 of the 8,326 institutional investors tracked by Wall St. Rank reported a position in Intermediate Municipal Income ETF (TAXE) for Q2 2026, worth a combined $54.4M — up 31% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TAXE positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $5.61M. The largest seller was Raymond James Financial, cutting an estimated $9.21M.
- 25 institutional investors held Intermediate Municipal Income ETF (TAXE) as of Q2 2026, up from 21 in Q1 2026.
- Funds reported $54.4M of Intermediate Municipal Income ETF stock for Q2 2026, up 31% quarter-over-quarter.
- 6 funds opened new Intermediate Municipal Income ETF positions in Q2 2026 and 2 closed out, a net change of +4 holders.
- The largest Intermediate Municipal Income ETF buyer in Q2 2026 was Bank of New York Mellon, an estimated $5.61M added.
- The largest Intermediate Municipal Income ETF seller in Q2 2026 was Raymond James Financial, an estimated $9.21M sold.
Based on aggregated 13F filings for Q2 2026.