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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
AR
76
Apeiron RIA
Texas
$1.87M +$48.7K +962 +3%
PAMG
77
Patton Albertson Miller Group
Tennessee
$1.85M +$1.91M +37,753 New
MFG
78
Merit Financial Group
Georgia
$1.82M -$289K -5,712 -13%
MWA
79
Martel Wealth Advisors
Washington
$1.82M -$147K -2,904 -7%
BTWM
80
Baker Tilly Wealth Management
Wisconsin
$1.81M -$91.4K -1,806 -5%
KAS
81
Kestra Advisory Services
Texas
$1.78M +$94.5K +1,867 +5%
TIM
82
Tortoise Investment Management
New York
$1.74M -$235K -4,644 -12%
DB
83
Dravo Bay
Delaware
$1.73M +$328K +6,472 +23%
HighTower Advisors
84
HighTower Advisors
Illinois
$1.68M +$318K +6,286 +22%
TA
85
TruWealth Advisors
Louisiana
$1.65M +$235K +4,644 +16%
SWP
86
Stratos Wealth Partners
Ohio
$1.64M -$21K -414 -1%
BRM
87
Boston Research & Management
Massachusetts
$1.56M -$83.8K -1,655 -5%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$1.56M +30,803 New
CCMG
89
Clark Capital Management Group
Pennsylvania
$1.41M +$190K +3,758 +15%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$1.39M +$1.43M +28,232 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$1.38M -$6.85M -135,331 -83%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$1.36M -$130K -2,577 -8%
HWAM
93
Hennion & Walsh Asset Management
New Jersey
$1.23M -$27.9K -552 -2%
SFG
94
StrategIQ Financial Group
Indiana
$1.19M -$60.5K -1,196 -5%
RRWA
95
Rainey & Randall Wealth Advisors
Florida
$1.16M +$2.63K +52 +0.2%
OFG
96
Orcam Financial Group
California
$1.16M +$67.4K +1,332 +6%
FUBT
97
First United Bank & Trust
Maryland
$1.15M -$99.2K -1,960 -8%
EWA
98
ERTS Wealth Advisors
Michigan
$1.14M +$325K +6,424 +38%
PWM
99
Peterson Wealth Management
Nevada
$1.12M -$445K -8,785 -28%
WPC
100
Wedmont Private Capital
Pennsylvania
$1.11M +$394K +7,780 +52%