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VanEck High Yield Muni ETF

284 hedge funds and large institutions have $1.93B invested in VanEck High Yield Muni ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

2% more capital invested

Capital invested by funds: $1.89B → $1.93B (+$35.9M)

0% more funds holding

Funds holding: 283284 (+1)

0.13% less ownership

Funds ownership: 66.94%66.82% (-0.13%)

18% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 116

21% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.85M

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
36
Increased
95
Reduced
116
Closed
32
Calls
$1.46M
Puts
$1.85M
Net Calls
-$390K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$13.7M +$1.12M +21,815 +9%
RFC
27
Regions Financial Corp
Alabama
$13.1M -$187K -3,648 -1%
ACP
28
Aveo Capital Partners
Colorado
$10M +$2.02M +39,480 +25%
CG
29
Colony Group
Massachusetts
$9.89M -$132K -2,580 -1%
FTUS
30
Flow Traders U.S.
New York
$9.06M +$9.04M +176,524 New
EI
31
Ellevest Inc
New York
$8.91M +$203K +3,965 +2%
RWP
32
Revolve Wealth Partners
New Jersey
$8.82M -$161K -3,134 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$8.54M -$604K -11,795 -7%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$8.39M +$7.47M +145,773 +824%
BAM
35
BTS Asset Management
Massachusetts
$8.39M +$8.37M +163,411 New
Truist Financial
36
Truist Financial
North Carolina
$8.34M +$334K +6,519 +4%
CWP
37
Cyndeo Wealth Partners
Florida
$8.07M +$310K +6,048 +4%
CW
38
Connectus Wealth
Ohio
$7.55M -$111K -2,164 -1%
JP Morgan Chase
39
JP Morgan Chase
New York
$7.54M +$6.96M +135,791 +1,229%
IWC
40
Integrated Wealth Concepts
Massachusetts
$7.44M -$434K -8,477 -6%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$7.2M -$360K -7,019 -5%
OPAM
42
Ocean Park Asset Management
California
$7.05M +$7.04M +137,400 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$6.8M +$426K +8,322 +7%
MG
44
Mather Group
Illinois
$6.21M +$822K +16,036 +15%
NC
45
NewSquare Capital
Pennsylvania
$5.54M +$119K +2,324 +2%
EWM
46
Empirical Wealth Management
Washington
$5.4M -$922K -18,000 -15%
RIA
47
Retirement Investment Advisors
Oklahoma
$5.36M +$990K +19,323 +23%
VC
48
Veery Capital
Delaware
$4.86M +$1.35M +26,350 +39%
Charles Schwab
49
Charles Schwab
California
$4.74M +$22.4K +438 +0.5%
Stifel Financial
50
Stifel Financial
Missouri
$4.65M +$271K +5,285 +6%