Capstone Investment Advisors
HYD icon

Capstone Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Capstone Investment Advisors’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-202,701
Closed -$10.4M – 1752
2025
Q4 		$10.4M Buy
202,701
+103,400
+104% +$5.27M 0.08% 262
2025
Q3 		$5.05M Buy
+99,301
New +$4.94M 0.04% 466
2024
Q4 		– Sell
-126,141
Closed -$6.69M – 1922
2024
Q3 		$6.69M Sell
126,141
-80,060
-39% -$4.19M 0.13% 394
2024
Q2 		$10.7M Sell
206,201
-161,500
-44% -$8.34M 0.23% 301
2024
Q1 		$19.2M Buy
367,701
+181,300
+97% +$9.36M 0.36% 181
2023
Q4 		$9.62M Buy
+186,401
New +$9.23M 0.17% 351
2023
Q2 		– Sell
-193,500
Closed -$10M – 1893
2023
Q1 		$10M Buy
+193,500
New +$9.99M 0.31% 242
2021
Q3 		– Sell
-16,700
Closed -$1.06M – 2076
2021
Q2 		$1.06M Buy
+16,700
New +$1.05M 0.03% 1196
2021
Q1 		– Sell
-100,504
Closed -$6.18M – 1885
2020
Q4 		$6.18M Buy
+100,504
New +$6.07M 0.2% 532

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return