We are live on ! Find out more
HYD icon

VanEck High Yield Muni ETF

305 hedge funds and large institutions have $2.01B invested in VanEck High Yield Muni ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 132 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 94

23% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $1.32M

2.97% less ownership

Funds ownership: 70.89%67.92% (-3%)

4% less funds holding

Funds holding: 318305 (-13)

11% less capital invested

Capital invested by funds: $2.26B → $2.01B (-$249M)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
4.39%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
37
Increased
132
Reduced
94
Closed
46
Calls
$1.62M
Puts
$1.32M
Net Calls
+$298K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$629
LFA
302
LGT Financial Advisors
Texas
$315 +$310 +6 New
OC
303
Oakworth Capital
Alabama
$314 +$310 +6 New
FFA
304
Farther Finance Advisors
California
$208 +$206 +4 New
ZB
305
Zions Bancorporation
Utah
-$31.2M -603,825 Closed
AllianceBernstein
306
AllianceBernstein
Tennessee
-$17.7M -341,940 Closed
MIS
307
Morningstar Investment Services
Illinois
-$8.33M -161,398 Closed
CW
308
Connectus Wealth
Ohio
-$3.4M -65,570 Closed
AWA
309
Aaron Wealth Advisors
Illinois
-$3.29M -63,778 Closed
P
310
Pitcairn
Pennsylvania
-$3.28M -63,478 Closed
SEIA
311
Signature Estate & Investment Advisors
California
-$1.71M -33,180 Closed
Barclays
312
Barclays
United Kingdom
-$1.61M -31,100 Closed
ITB
313
Idaho Trust Bank
Idaho
-$1.56M -30,149 Closed
AWE
314
Avidian Wealth Enterprises
Texas
-$1.38M -26,742 Closed
AWM
315
AE Wealth Management
Kansas
-$1.05M -20,401 Closed
FFN
316
Focus Financial Network
Minnesota
-$1.03M -20,000 Closed
FTUS
317
Flow Traders U.S.
New York
-$969K -18,771 Closed
ACM
318
AlphaStar Capital Management
North Carolina
-$735K -14,233 Closed
FSG
319
Financial Strategies Group
Michigan
-$503K -9,916 Closed
LSAG
320
Lake Street Advisors Group
New Hampshire
-$424K -8,210 Closed
WWP
321
Waypoint Wealth Partners
California
-$421K -8,151 Closed
CWA
322
CJM Wealth Advisers
Virginia
-$408K -7,901 Closed
MFG
323
Merit Financial Group
Georgia
-$359K -6,960 Closed
SCA
324
Sandy Cove Advisors
Massachusetts
-$345K -6,674 Closed
EH
325
Equitable Holdings
New York
-$311K -6,032 Closed

HYD Hedge Fund Activity: Q1 2024 in Review

305 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck High Yield Muni ETF (HYD) for Q1 2024, worth a combined $2.01B — down 11% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HYD and 37 opened new positions — a net loss of 9 holders — while 94 trimmed existing stakes and 132 added.

The largest buyer was Counterpoint Mutual Funds, adding an estimated $17.3M. The largest seller was Goldman Sachs, cutting an estimated $105M.

  • 305 institutional investors held VanEck High Yield Muni ETF (HYD) as of Q1 2024, down from 318 in Q4 2023.
  • Funds reported $2.01B of VanEck High Yield Muni ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 37 funds opened new VanEck High Yield Muni ETF positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest VanEck High Yield Muni ETF buyer in Q1 2024 was Counterpoint Mutual Funds, an estimated $17.3M added.
  • The largest VanEck High Yield Muni ETF seller in Q1 2024 was Goldman Sachs, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2024.