Nylim Mackay Muni IntermediaMMITETF
13F holders, Q2 2024 (June 30)94holders +4
7new positions
6sold out
1famous investor
$24.18avg. 13F price*
At the end of Q2 2024, 94 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 4 from Q1 2024. 7 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($87.9M), Morgan Stanley ($61.5M) and UBS Group AG ($39.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nylim Mackay Muni Intermedia
- Filed as
- INDEXIQ ACTIVE ETF TR (Q2 2024)
- CUSIP
- 45409F827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 6 | $3.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,183,024 shares bought and 387,819 shares sold, net +795,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Bank of America Corp. | 0.01% | Add +6.7% | 3,635,683 | $87.9M |
| Morgan Stanley | 0.00% | Add +1.6% | 2,543,874 | $61.5M |
| UBS Group AG | 0.01% | Add +9.1% | 1,647,539 | $39.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +8.2% | 1,515,440 | $36.6M |
| Schneider Downs Wealth Management Advisors, LP | 6.87% | Add +12.8% | 1,277,343 | $30.9M |
| Avantax Planning Partners, Inc. | 0.82% | Reduce -1.8% | 1,056,740 | $25.6M |
| LPL Financial LLC | 0.01% | Reduce -3.0% | 1,030,567 | $24.9M |
| IAG Wealth Partners, LLC | 4.98% | Add +3.4% | 1,025,066 | $24.8M |
| Pallas Capital Advisors LLC | 1.04% | Add +5.4% | 948,624 | $23.1M |
| Cetera Investment Advisers | 0.04% | Add +17.6% | 636,973 | $15.4M |
| TruWealth Advisors, LLC | 0.96% | Reduce -2.5% | 598,348 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +2.3% | 400,509 | $9.7M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +2.3% | 395,094 | $9.6M |
| Cornerstone Advisors Asset Management, LLC | 2.58% | Add +5.5% | 378,297 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 317,873 | $7.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 299,059 | $7.2M |
| Truist Financial Corp. | 0.01% | Add +6.7% | 283,786 | $6.9M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +6.7% | 251,113 | $6.1M |
| Financial Counselors Inc. | 0.10% | Add +1.6% | 249,415 | $6.0M |
| Prestige Wealth Management Group LLC | 1.23% | Reduce -1.3% | 236,150 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 209,854 | $5.1M |
| Bernardo Wealth Planning LLC | 1.32% | Add +9.0% | 202,583 | $4.9M |
| Vicus Capital | 0.43% | Reduce -0.9% | 197,897 | $4.8M |
| MassMutual Private Wealth & Trust, FSB | 0.14% | Add +18.6% | 190,347 | $4.6M |
| Main Street Financial Solutions, LLC | 0.35% | Add +29.9% | 152,727 | $3.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +1.7% | 145,803 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | — | 125,159 | $3.0M |
| Raymond James & Associates | 0.00% | Add +1.9% | 124,235 | $3.0M |
| Cypress Point Wealth Management, LLC | 1.39% | Add +13.5% | 121,361 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +15.7% | 105,635 | $2.6M |
| Legacy Financial Strategies, LLC | 0.58% | Reduce -3.4% | 99,699 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +2.0% | 95,496 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 81,158 | $2.0M |
| Journey Strategic Wealth LLC | 0.08% | Add +30.8% | 80,157 | $1.9M |
| Narus Financial Partners, LLC | 0.75% | Reduce -6.6% | 76,710 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.0% | 70,765 | $1.7M |
| Landmark Wealth Management, LLC | 1.28% | Reduce -2.5% | 68,071 | $1.6M |
| Kuhn & Co Investment Counsel | 1.44% | Add +13.1% | 66,346 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -4.0% | 62,226 | $1.5M |
| Janney Capital Management LLC | 0.10% | Reduce -0.0% | 61,158 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.7% | 59,760 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +31.2% | 56,715 | $1.4M |
| Evergreen Private Wealth LLC | 0.64% | Add +7.2% | 53,320 | $1.3M |
| AdvisorNet Financial, Inc | 0.10% | Add +2.1% | 43,614 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.12% | Reduce -20.4% | 43,131 | $1.0M |
| PFG Advisors | 0.06% | Reduce -5.2% | 39,280 | $950K |
| BCS Wealth Management | 0.44% | Add +5.3% | 37,577 | $909K |
| Swmg, LLC | 0.40% | Reduce -0.6% | 37,221 | $900K |
| Park Avenue Securities LLC | 0.01% | Add +1.0% | 35,733 | $864K |
| HUB Investment Partners, LLC | 0.04% | Add +19.2% | 33,158 | $802K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.5% | 33,144 | $801K |
| Titleist Asset Management, LLC | 0.12% | Reduce -2.0% | 33,051 | $799K |
| Comerica Bank | 0.00% | Reduce -32.2% | 33,049 | $799K |
| Burt Wealth Advisors | 0.21% | Reduce -4.8% | 32,780 | $793K |
| Evolution Wealth Advisors, LLC | 0.15% | No change | 32,313 | $781K |
| Saxon Interests, Inc. | 0.37% | Reduce -6.9% | 31,819 | $769K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -33.9% | 31,038 | $750K |
| Mariner, LLC | 0.00% | Add +100.1% | 30,804 | $745K |
| Opes Wealth Management LLC | 0.15% | Add +2.6% | 30,295 | $733K |
| Fortis Group Advisors, LLC | 0.13% | Add +127.7% | 27,955 | $676K |
| Western Wealth Management, LLC | 0.05% | Add +0.4% | 27,102 | $655K |
| Citadel Advisors | 0.00% | New | 24,667 | $596K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.5% | 19,757 | $478K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -48.0% | 18,493 | $447K |
| Ascentis Independent Advisors | 0.09% | — | 17,837 | $431K |
| Pineridge Advisors LLC | 0.14% | Reduce -10.7% | 17,292 | $418K |
| MBE Wealth Management, LLC | 0.23% | Reduce -0.7% | 16,057 | $388K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.1% | 15,544 | $376K |
| Atria Investments, Inc | 0.00% | New | 15,345 | $371K |
| Avantax Advisory Services, Inc. | 0.00% | Add +35.7% | 15,210 | $368K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 14,969 | $362K |
| Level Four Advisory Services, LLC | 0.02% | Add +4.4% | 14,071 | $340K |
| HighTower Advisors, LLC | 0.00% | Reduce -63.1% | 12,844 | $310K |
| Tsfg, LLC | 0.07% | Reduce -15.7% | 12,554 | $304K |
| Visionary Wealth Advisors | 0.02% | Add +47.2% | 12,430 | $301K |
| Prudential Financial Inc. | 0.00% | Reduce -11.7% | 11,558 | $279K |
| Equitable Holdings, Inc. | 0.00% | Add +8.4% | 11,476 | $277K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +24.9% | 11,202 | $271K |
| Lokken Investment Group LLC | 0.13% | Add +0.4% | 11,082 | $268K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -22.0% | 10,457 | $253K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 10,145 | $245K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 9,875 | $239K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,178 | $198K |
| Wiser Advisor Group LLC | 0.20% | Add +1.0% | 5,158 | $125K |
| Wells Fargo & Company | 0.00% | New | 2,949 | $71K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,517 | $61K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,498 | $60K |
| Assetmark, Inc. | 0.00% | Reduce -4.9% | 1,919 | $46K |
| Harbour Investments, Inc. | 0.00% | No change | 988 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 750 | $18K |
| ICA Group Wealth Management, LLC | 0.01% | New | 736 | $18K |
| Lynx Investment Advisory | 0.01% | — | 536 | $13K |
| Tucker Asset Management LLC | 0.00% | No change | 179 | $4K |
| FMR LLC | 0.00% | New | 1 | $24 |
"% of holder's portfolio" is MMIT's weight in each manager's 13F, not the share of Nylim Mackay Muni Intermedia the manager owns.