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Clearwater Capital Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Clearwater Capital 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
2022
Q4 		– Sell
-17,553
Closed -$876K – 167
2022
Q3 		$876K Buy
17,553
+365
+2% +$19.5K 0.12% 79
2022
Q2 		$926K Buy
17,188
+3,810
+28% +$208K 0.13% 73
2022
Q1 		$768K Sell
13,378
-2,839
-18% -$170K 0.09% 88
2021
Q4 		$1.01M Sell
16,217
-1,350
-8% -$84K 0.11% 79
2021
Q3 		$1.1M Hold
17,567
– – 0.13% 76
2021
Q2 		$1.12M Sell
17,567
-78
-0.4% -$4.9K 0.13% 73
2021
Q1 		$1.1M Buy
17,645
+232
+1% +$14.4K 0.14% 72
2020
Q4 		$1.07M Sell
17,413
-34
-0.2% -$2.05K 0.14% 68
2020
Q3 		$1.04M Sell
17,447
-11,926
-41% -$714K 0.16% 66
2020
Q2 		$1.74M Sell
29,373
-630
-2% -$35.5K 0.29% 49
2020
Q1 		$1.57M Sell
30,003
-5,810
-16% -$358K 0.34% 47
2019
Q4 		$2.29M Sell
35,813
-7,230
-17% -$464K 0.38% 53
2019
Q3 		$2.77M Sell
43,043
-2,773
-6% -$178K 0.49% 53
2019
Q2 		$2.92M Sell
45,816
-1,133
-2% -$71.5K 0.53% 55
2019
Q1 		$2.95M Sell
46,949
-6,428
-12% -$396K 0.55% 60
2018
Q4 		$3.26M Sell
53,377
-2,519
-5% -$153K 0.71% 41
2018
Q3 		$3.48M Sell
55,896
-1,165
-2% -$73.1K 0.68% 44
2018
Q2 		$3.59M Buy
57,061
+910
+2% +$56.8K 0.74% 46
2018
Q1 		$3.48M Buy
56,151
+1,020
+2% +$63.2K 0.72% 45
2017
Q4 		$3.44M Buy
55,131
+9,402
+21% +$587K 0.76% 43
2017
Q3 		$2.85M Buy
45,729
+3,119
+7% +$194K 0.66% 50
2017
Q2 		$2.63M Buy
42,610
+3,533
+9% +$218K 0.67% 46
2017
Q1 		$2.39M Buy
39,077
+837
+2% +$50.5K 0.65% 44
2016
Q4 		$2.27M Sell
38,240
-7,455
-16% -$453K 0.79% 41
2016
Q3 		$2.92M Buy
45,695
+1,061
+2% +$68.5K 1.02% 29
2016
Q2 		$2.88M Buy
+44,634
New +$2.83M 1.06% 28

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Clearwater Capital Advisors's HYD Position: Q4 2022 in Review

Clearwater Capital Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 17,553 shares — an estimated $876K sold.

Clearwater Capital Advisors first reported a position in HYD in Q2 2016 and held it in 26 quarters. The position peaked at $3.59M in Q2 2018. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

  • Clearwater Capital Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Clearwater Capital Advisors sold 17,553 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $876K.
  • Clearwater Capital Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2016 and held it in 26 quarters.
  • Clearwater Capital Advisors's VanEck High Yield Muni ETF position peaked at $3.59M in Q2 2018.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Clearwater Capital Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.