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VanEck High Yield Muni ETF

293 hedge funds and large institutions have $2.09B invested in VanEck High Yield Muni ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.63% more ownership

Funds ownership: 59.21%76.84% (+18%)

3% less capital invested

Capital invested by funds: $2.16B → $2.09B (-$72.2M)

4% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $2.79M

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

13% less funds holding

Funds holding: 338293 (-45)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

50% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 78

Holders
293
Holders Change
-45
Holders Change %
-13.31%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
39
Increased
99
Reduced
113
Closed
78
Calls
$2.69M
Puts
$2.79M
Net Calls
-$98K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$8.04M +$65.5K +1,095 +0.8%
NC
27
NewSquare Capital
Pennsylvania
$7.12M +$273K +4,564 +4%
BPA
28
Beacon Pointe Advisors
California
$7.05M -$843K -14,090 -10%
CAL
29
Capital Analysts LLC
Pennsylvania
$6.77M -$1.2M -20,135 -15%
SAS
30
Sage Advisory Services
Texas
$6.07M +$1.45M +24,320 +30%
JPG
31
Jordan Park Group
California
$6.05M -$199K -3,328 -3%
EWM
32
Empirical Wealth Management
Washington
$5.84M +$600K +10,036 +11%
RWP
33
Revolve Wealth Partners
New Jersey
$5.69M +$3.75M +62,686 +172%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$5.64M -$445K -7,433 -7%
Truist Financial
35
Truist Financial
North Carolina
$5.35M -$95.8K -1,602 -2%
Stifel Financial
36
Stifel Financial
Missouri
$5.29M +$290K +4,850 +6%
Charles Schwab
37
Charles Schwab
California
$5.03M +$410K +6,847 +8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.87M -$206K -3,439 -4%
GVAG
39
Great Valley Advisor Group
Delaware
$4.54M +$169K +2,830 +4%
CAWM
40
Capital Advisors Wealth Management
Washington
$4.35M -$285K -4,770 -6%
MG
41
Mather Group
Illinois
$4.18M -$141K -2,365 -3%
MWC
42
MBM Wealth Consultants
Missouri
$4.18M -$11.8K -197 -0.3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$4.06M -$928K -15,518 -18%
AIA
44
Acute Investment Advisory
Arizona
$3.99M +$4.16M +69,555 New
RJA
45
Raymond James & Associates
Florida
$3.98M -$6.16M -103,040 -60%
AFS
46
Axiom Financial Strategies
Indiana
$3.93M +$60.7K +1,015 +1%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.86M -$236K -3,953 -6%
IWS
48
Insight Wealth Strategies
California
$3.81M -$50.6K -846 -1%
HighTower Advisors
49
HighTower Advisors
Illinois
$3.78M -$14.4K -241 -0.4%
WJA
50
Willis Johnson & Associates
Texas
$3.67M -$367K -6,139 -9%