We are live on ! Find out more
HYD icon

VanEck High Yield Muni ETF

218 hedge funds and large institutions have $1.45B invested in VanEck High Yield Muni ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 49

7% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$98.2M)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1.34% less ownership

Funds ownership: 52.6%51.26% (-1.3%)

2% less funds holding

Funds holding: 222218 (-4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less call options, than puts

Call options by funds: $561K | Put options by funds: $721K

Holders
218
Holders Change
-4
Holders Change %
-1.8%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
24
Increased
107
Reduced
49
Closed
26
Calls
$561K
Puts
$721K
Net Calls
-$160K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$2.16M +$2.13M +33,808 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$2.13M +$185K +2,937 +10%
MWA
53
Martel Wealth Advisors
Washington
$2.13M +$10.5K +166 +0.5%
AFC
54
AFT Forsyth & Company
Florida
$2.08M +$315 +5 +0%
SWP
55
Stratos Wealth Partners
Ohio
$2.06M +$36.2K +574 +2%
TIM
56
Tortoise Investment Management
New York
$1.93M +$369K +5,855 +24%
CPO
57
Cerity Partners OCIO
New York
$1.93M +$48.8K +774 +3%
SPIA
58
Steward Partners Investment Advisory
New York
$1.93M +$852K +13,503 +81%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.91M +$213K +3,370 +13%
LNC
60
Lincoln National Corp
Pennsylvania
$1.89M +$52.7K +836 +3%
RA
61
Riversedge Advisors
Delaware
$1.85M +$1.8M +28,581 New
MWC
62
MBM Wealth Consultants
Missouri
$1.8M +$103K +1,636 +6%
PAM
63
Peak Asset Management
Colorado
$1.79M -$12.6K -200 -0.7%
CTA
64
Chesley Taft & Associates
Illinois
$1.74M +$6.63K +105 +0.4%
NC
65
NewSquare Capital
Pennsylvania
$1.7M +$160K +2,533 +11%
LA
66
LexAurum Advisors
Kansas
$1.6M +$132K +2,092 +9%
RCAG
67
Rehmann Capital Advisory Group
Michigan
$1.59M +$101K +1,605 +7%
CCMG
68
Clark Capital Management Group
Pennsylvania
$1.57M +$43.8K +694 +3%
PAG
69
Private Advisor Group
New Jersey
$1.45M +$77.3K +1,226 +6%
SCA
70
Snowden Capital Advisors
New York
$1.4M -$42.6K -676 -3%
JP Morgan Chase
71
JP Morgan Chase
New York
$1.36M +$255K +4,043 +23%
APA
72
American Portfolios Advisors
New York
$1.34M +$53.9K +854 +4%
VC
73
Vicus Capital
Pennsylvania
$1.33M +$1M +15,928 +318%
VIA
74
Virtus Investment Advisers
Connecticut
$1.32M
GP
75
Girard Partners
Pennsylvania
$1.29M +$222K +3,511 +21%