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VanEck High Yield Muni ETF

181 hedge funds and large institutions have $1.17B invested in VanEck High Yield Muni ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

11% more capital invested

Capital invested by funds: $1.06B → $1.17B (+$111M)

1.69% more ownership

Funds ownership: 23.81%25.5% (+1.7%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% less funds holding

Funds holding: 182181 (-1)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $375K

Holders
181
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
4.15%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
74
Reduced
52
Closed
24
Calls
Puts
$375K
Net Calls
-$375K
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$7.08M +$1.23M +19,887 +21%
BTS
27
BB&T Securities
Virginia
$6.77M +$1.58M +25,579 +31%
AG
28
Advisor Group
Arizona
$6.29M +$3.79M +61,172 +152%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$6.09M +$136K +2,203 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.92M +$3.18M +51,400 +116%
BFG
31
Barber Financial Group
Kansas
$5.61M +$3.74M +60,349 +200%
BWAM
32
Boyd Watterson Asset Management
Ohio
$5.49M -$127K -2,054 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$5.37M -$114K -1,837 -2%
AssetMark Inc
34
AssetMark Inc
California
$5.37M -$2.32M -37,516 -30%
PP
35
PagnatoKarp Partners
Virginia
$5M -$2.39M -38,621 -32%
Renaissance Technologies
36
Renaissance Technologies
New York
$4.63M +$2.17M +34,962 +88%
CAL
37
Capital Analysts LLC
Pennsylvania
$4.34M +$282K +4,548 +7%
MG
38
Mather Group
Illinois
$4.3M +$600K +9,688 +16%
Macquarie Group
39
Macquarie Group
Australia
$4.29M -$84.5K -1,364 -2%
PWG
40
Private Wealth Group
Florida
$4.21M +$4.96K +80 +0.1%
CCA
41
Clearwater Capital Advisors
Illinois
$3.48M +$63.2K +1,020 +2%
USAA
42
United Services Automobile Association
Texas
$3.47M +$522K +8,432 +18%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$3.2M -$617K -9,950 -16%
SC
44
Scotia Capital
Ontario, Canada
$3.1M +$257K +4,143 +9%
FAAS
45
First Allied Advisory Services
California
$3.05M +$2.72M +43,943 +818%
CPO
46
Cerity Partners OCIO
New York
$2.96M +$833K +13,441 +39%
JIP
47
Jaffetilchin Investment Partners
Florida
$2.82M +$2.35M +38,002 +505%
BWM
48
Bernicke Wealth Management
Wisconsin
$2.76M +$103K +1,658 +4%
PFA
49
Pinnacle Family Advisors
Missouri
$2.62M +$2.62M +42,305 New
EWM
50
Empirical Wealth Management
Washington
$2.62M -$749K -12,081 -22%

HYD Hedge Fund Activity: Q1 2018 in Review

181 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck High Yield Muni ETF (HYD) for Q1 2018, worth a combined $1.17B — up 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HYD positions and 24 closed out — a net gain of 1 holder — while 74 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $95.9M. The largest seller was Grimes & Company, exiting entirely with an estimated $32.9M sold.

  • 181 institutional investors held VanEck High Yield Muni ETF (HYD) as of Q1 2018, down from 182 in Q4 2017.
  • Funds reported $1.17B of VanEck High Yield Muni ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 25 funds opened new VanEck High Yield Muni ETF positions in Q1 2018 and 24 closed out, a net change of +1 holder.
  • The largest VanEck High Yield Muni ETF buyer in Q1 2018 was Bank of America, an estimated $95.9M added.
  • The largest VanEck High Yield Muni ETF seller in Q1 2018 was Grimes & Company, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2018.