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VanEck High Yield Muni ETF

288 hedge funds and large institutions have $1.77B invested in VanEck High Yield Muni ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 95 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

1% more funds holding

Funds holding: 284288 (+4)

0.26% less ownership

Funds ownership: 66.82%66.56% (-0.26%)

9% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 104

9% less capital invested

Capital invested by funds: $1.93B → $1.77B (-$164M)

48% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.95M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
288
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
38
Increased
95
Reduced
104
Closed
32
Calls
$1.01M
Puts
$1.95M
Net Calls
-$937K
Net Calls Change
-$547K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Colony Group
Massachusetts
$9.2M -$258K -5,098 -3%
EI
27
Ellevest Inc
New York
$8.75M +$246K +4,860 +3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$8.74M +$9.01M +178,101 New
ACP
29
Aveo Capital Partners
Colorado
$8.71M -$917K -18,126 -9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$8.56M +$409K +8,087 +5%
Truist Financial
31
Truist Financial
North Carolina
$7.71M -$278K -5,494 -3%
RWP
32
Revolve Wealth Partners
New Jersey
$7.36M -$1.11M -21,877 -13%
RCM
33
Robinson Capital Management
Michigan
$7.31M +$7.67M +151,576 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$7.29M +$192K +3,788 +3%
CWP
35
Cyndeo Wealth Partners
Florida
$7.13M -$601K -11,882 -8%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$6.86M -$17.4K -343 -0.2%
SAS
37
Sage Advisory Services
Texas
$6.67M +$2.87M +56,683 +72%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$6.17M -$342K -6,765 -5%
Jane Street
39
Jane Street
New York
$6.01M -$18.4M -364,478 -75%
RIA
40
Retirement Investment Advisors
Oklahoma
$5.94M +$842K +16,632 +16%
NC
41
NewSquare Capital
Pennsylvania
$5.33M +$33.7K +666 +0.6%
VC
42
Veery Capital
Delaware
$4.9M +$266K +5,263 +6%
EWM
43
Empirical Wealth Management
Washington
$4.39M -$791K -15,629 -15%
Charles Schwab
44
Charles Schwab
California
$4.38M -$145K -2,871 -3%
Stifel Financial
45
Stifel Financial
Missouri
$4.26M -$192K -3,793 -4%
JP Morgan Chase
46
JP Morgan Chase
New York
$4.2M -$3.1M -61,319 -42%
AWA
47
Aaron Wealth Advisors
Illinois
$4.19M
MIS
48
Morningstar Investment Services
Illinois
$3.95M +$89.8K +1,775 +2%
RA
49
Riversedge Advisors
Delaware
$3.95M +$221K +4,362 +6%
GVAG
50
Great Valley Advisor Group
Delaware
$3.89M +$19.6K +387 +0.5%