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VanEck High Yield Muni ETF

211 hedge funds and large institutions have $1.19B invested in VanEck High Yield Muni ETF in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 47 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

25.79% more ownership

Funds ownership: 24.48%50.27% (+26%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 195211 (+16)

11% less capital invested

Capital invested by funds: $1.34B → $1.19B (-$152M)

49% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 92

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $51K

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
47
Reduced
92
Closed
43
Calls
Puts
$51K
Net Calls
-$51K
Net Calls Change
+$656K
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
51
Lucia Wealth Services
California
$2.49M -$747K -12,264 -23%
EWM
52
Empirical Wealth Management
Washington
$2.23M -$89.3K -1,465 -4%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.22M -$58.9K -966 -3%
AFC
54
AFT Forsyth & Company
Florida
$2M -$278K -4,568 -12%
SWP
55
Stratos Wealth Partners
Ohio
$1.88M +$1.88M +30,853 New
MWA
56
Martel Wealth Advisors
Washington
$1.85M -$253K -4,153 -12%
MG
57
Mather Group
Illinois
$1.8M -$100K -1,648 -5%
CPO
58
Cerity Partners OCIO
New York
$1.8M -$1.08M -17,776 -38%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.78M -$44.8K -735 -2%
PAM
60
Peak Asset Management
Colorado
$1.72M +$39.7K +651 +2%
CTA
61
Chesley Taft & Associates
Illinois
$1.54M -$48.7K -800 -3%
PCM
62
Price Capital Management
Louisiana
$1.53M +$1.52M +25,000 New
CCMG
63
Clark Capital Management Group
Pennsylvania
$1.43M -$39.8K -654 -3%
FI
64
FormulaFolio Investments
Michigan
$1.4M +$1.37M +22,519 +100%
LA
65
LexAurum Advisors
Kansas
$1.37M +$1.37M +22,477 New
TIM
66
Tortoise Investment Management
New York
$1.34M -$657K -10,788 -33%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.3M +$1.3M +21,337 New
HighTower Advisors
68
HighTower Advisors
Illinois
$1.29M +$1.29M +21,173 New
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.28M +$22.1K +362 +2%
SCA
70
Snowden Capital Advisors
New York
$1.22M +$19.6K +322 +2%
CWM
71
Circle Wealth Management
New Jersey
$1.22M +$1.21M +19,930 New
OAM
72
Oxford Asset Management
United Kingdom
$1.21M +$1.21M +19,823 New
APA
73
American Portfolios Advisors
New York
$1.2M -$8.1K -133 -0.7%
AIC
74
Ameritas Investment Company
Nebraska
$1.17M +$1.17M +19,188 New
OAM
75
Occidental Asset Management
California
$1.13M -$61 -1 -0%