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VanEck High Yield Muni ETF

243 hedge funds and large institutions have $1.43B invested in VanEck High Yield Muni ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.02% less ownership

Funds ownership: 55.65%52.63% (-3%)

3% less funds holding

Funds holding: 251243 (-8)

7% less capital invested

Capital invested by funds: $1.54B → $1.43B (-$108M)

13% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 88

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

57% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $23.8M

Holders
243
Holders Change
-8
Holders Change %
-3.19%
% of All Funds
4.9%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
33
Increased
77
Reduced
88
Closed
40
Calls
$10.2M
Puts
$23.8M
Net Calls
-$13.6M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
ERTS Wealth Advisors
Michigan
$6.78M +$439K +7,326 +7%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$6.04M
EWM
28
Empirical Wealth Management
Washington
$5.93M -$141K -2,363 -2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$5.56M -$215K -3,590 -4%
EI
30
Ellevest Inc
New York
$5.47M +$663K +11,069 +14%
MIA
31
MainStreet Investment Advisors
Illinois
$5.37M +$2.99M +49,920 +125%
USAA
32
United Services Automobile Association
Texas
$5.37M +$4.18M +69,861 +350%
AFS
33
Axiom Financial Strategies
Indiana
$5.32M +$2.45M +40,973 +86%
AssetMark Inc
34
AssetMark Inc
California
$4.86M -$20.8M -347,367 -81%
Parallax Volatility Advisers
35
Parallax Volatility Advisers
California
$4.82M +$4.83M +80,586 New
RJA
36
Raymond James & Associates
Florida
$4.62M -$976K -16,303 -17%
NC
37
NewSquare Capital
Pennsylvania
$4.49M +$772K +12,889 +21%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.33M +$249K +4,151 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.1M -$3.69M -61,653 -47%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$4.05M -$781K -13,049 -16%
Federated Hermes
41
Federated Hermes
Pennsylvania
$4M +$4.01M +66,945 New
SAS
42
Sage Advisory Services
Texas
$3.84M +$162K +2,706 +4%
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
$3.71M -$416K -6,946 -10%
GVAG
44
Great Valley Advisor Group
Delaware
$3.61M +$2.96M +49,514 +454%
IWS
45
Insight Wealth Strategies
California
$3.4M +$1.01M +16,801 +42%
Charles Schwab
46
Charles Schwab
California
$3.21M -$512K -8,544 -14%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.15M +$18.1K +303 +0.6%
PCWA
48
Pacific Capital Wealth Advisors
California
$3.12M -$2.4K -40 -0.1%
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.09M -$166K -2,770 -5%
Victory Capital Management
50
Victory Capital Management
Texas
$3.05M +$1.5M +25,000 +96%