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VanEck High Yield Muni ETF

305 hedge funds and large institutions have $2.01B invested in VanEck High Yield Muni ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 132 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 94

23% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $1.32M

2.97% less ownership

Funds ownership: 70.89%67.92% (-3%)

4% less funds holding

Funds holding: 318305 (-13)

11% less capital invested

Capital invested by funds: $2.26B → $2.01B (-$249M)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
4.39%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
37
Increased
132
Reduced
94
Closed
46
Calls
$1.62M
Puts
$1.32M
Net Calls
+$298K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
51
Cyndeo Wealth Partners
Florida
$5.45M +$83.1K +1,610 +2%
HighTower Advisors
52
HighTower Advisors
Illinois
$5.12M +$148K +2,861 +3%
SG Americas Securities
53
SG Americas Securities
New York
$4.96M -$2.37M -45,976 -33%
Charles Schwab
54
Charles Schwab
California
$4.65M +$247K +4,783 +6%
VC
55
Veery Capital
Delaware
$4.54M +$581K +11,256 +15%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$4.14M +$34K +659 +0.8%
GVAG
57
Great Valley Advisor Group
Delaware
$4.08M +$154K +2,984 +4%
Stifel Financial
58
Stifel Financial
Missouri
$4.03M -$12.5K -243 -0.3%
IWS
59
Insight Wealth Strategies
California
$4.01M +$183K +3,538 +5%
KAS
60
Kestra Advisory Services
Texas
$3.7M +$1.4M +27,035 +62%
SW
61
SoFi Wealth
California
$3.63M +$226K +4,372 +7%
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.32M -$106K -2,052 -3%
TPA
63
Trivium Point Advisory
Connecticut
$3.24M +$143K +2,775 +5%
MG
64
Mather Group
Illinois
$3.23M -$35.1K -681 -1%
FWP
65
FAS Wealth Partners
Kansas
$3.2M -$59.2K -1,147 -2%
JP Morgan Chase
66
JP Morgan Chase
New York
$3.19M -$1.72M -33,346 -35%
RA
67
Riversedge Advisors
Delaware
$3.18M +$139K +2,689 +5%
AT
68
Arden Trust
Delaware
$3.16M +$3.12M +60,520 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$3.11M +$655K +12,692 +27%
FNWA
70
Financial Network Wealth Advisors
Utah
$2.99M +$117K +2,264 +4%
TA
71
TruWealth Advisors
Louisiana
$2.79M +$783K +15,168 +40%
CAN
72
Cetera Advisor Networks
California
$2.73M +$701K +13,586 +35%
BWM
73
Brown Wealth Management
Illinois
$2.69M +$105K +2,043 +4%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$2.58M +$2.47M +47,803 +3,187%
MPW
75
Melone Private Wealth
Michigan
$2.49M -$76.1K -1,474 -3%