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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
RJA
76
Raymond James & Associates
Florida
$2.46M +$91.5K +1,773 +4%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$2.42M -$7.33K -142 -0.3%
CAWM
78
Capital Advisors Wealth Management
Washington
$2.3M -$222K -4,301 -9%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$2.27M +$880K +17,052 +64%
BPA
80
Beacon Pointe Advisors
California
$2.25M +$30.1K +583 +1%
SC
81
Sykon Capital
New York
$2.2M -$280K -5,431 -11%
PAS
82
Park Avenue Securities
New York
$2.13M +$553K +10,710 +36%
DB
83
Dravo Bay
Delaware
$1.98M +$368K +7,130 +23%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.97M -$71.4K -1,384 -4%
PI
85
Parkside Investments
Illinois
$1.96M +$1.94M +37,550 New
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$1.94M +$587K +11,376 +44%
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$1.9M +$6.04K +117 +0.3%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$1.87M +$332K +6,433 +22%
MWA
89
Martel Wealth Advisors
Washington
$1.86M -$29.5K -571 -2%
OC
90
Oppenheimer & Co
New York
$1.86M +$75K +1,453 +4%
VA
91
Valmark Advisers
Ohio
$1.85M +$85.1K +1,648 +5%
CAM
92
Cresset Asset Management
Illinois
$1.84M +$27.1K +525 +2%
OIA
93
OneDigital Investment Advisors
Kansas
$1.81M +$1.79M +34,659 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$1.73M +$791K +15,332 +86%
AR
95
Apeiron RIA
Texas
$1.72M +$172K +3,339 +11%
1WM
96
1900 Wealth Management
Texas
$1.72M -$8.1M -156,966 -83%
HPFG
97
Hart & Patterson Financial Group
Massachusetts
$1.7M +$79.9K +1,549 +5%
SWP
98
Stratos Wealth Partners
Ohio
$1.62M +$105K +2,027 +7%
Citigroup
99
Citigroup
New York
$1.49M -$1.48M -28,600 -50%
SMA
100
Sage Mountain Advisors
Georgia
$1.47M -$18.6M -359,754 -93%