Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
Selective Wealth Management’s
VanEck High Yield Muni ETF
HYD
Stock Holding History
Selective Wealth Management’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
-300
Closed
-$15K
–
381
2022
Q3
$15K
Hold
300
–
–
0.01%
469
2022
Q2
$16K
Hold
300
–
–
0.01%
498
2022
Q1
$17K
Hold
300
–
–
0.01%
471
2021
Q4
$19K
Hold
300
–
–
0.01%
415
2021
Q3
$19K
Buy
+300
New
+$19K
0.01%
363
Other funds holding HYD
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close