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VanEck High Yield Muni ETF

181 hedge funds and large institutions have $1.17B invested in VanEck High Yield Muni ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

11% more capital invested

Capital invested by funds: $1.06B → $1.17B (+$111M)

1.69% more ownership

Funds ownership: 23.81%25.5% (+1.7%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% less funds holding

Funds holding: 182181 (-1)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $375K

Holders
181
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
4.15%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
74
Reduced
52
Closed
24
Calls
Puts
$375K
Net Calls
-$375K
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
101
Risk Paradigm Group
Texas
$525K +$142K +2,290 +37%
WCM
102
Wealthcare Capital Management
Virginia
$507K +$110K +1,772 +28%
LNC
103
Lincoln National Corp
Pennsylvania
$498K -$393K -6,342 -44%
WT
104
Whittier Trust
California
$490K
TCM
105
Twele Capital Management
Minnesota
$468K
VCM
106
Virtue Capital Management
Tennessee
$466K +$465K +7,497 New
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$458K +$349K +5,640 +322%
1IA
108
1834 Investment Advisors
Wisconsin
$446K +$66.6K +1,075 +18%
ACM
109
AlphaStar Capital Management
North Carolina
$417K +$417K +6,735 New
Betterment LLC
110
Betterment LLC
New York
$414K +$6.82K +110 +2%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$410K +$278K +4,479 +210%
PWM
112
Perigon Wealth Management
California
$408K +$408K +6,584 New
AI
113
Atria Investments
North Carolina
$402K -$77.2K -1,246 -16%
CAM
114
Caprin Asset Management
Virginia
$375K -$14.3K -230 -4%
KL
115
KWMG LLC
Kansas
$356K -$240K -3,871 -40%
DSC
116
Duncker Streett & Co
Missouri
$353K +$34.1K +550 +11%
PFG
117
Piershale Financial Group
Illinois
$345K -$3.89M -62,779 -92%
PFS
118
Prospera Financial Services
Texas
$334K +$334K +5,384 New
ACM
119
Aviance Capital Management
Florida
$333K +$1.61K +26 +0.5%
GIM
120
Greenwich Investment Management
Connecticut
$330K
BRWA
121
B. Riley Wealth Advisors
Florida
$308K +$307K +4,959 New
OAM
122
Oxford Asset Management
United Kingdom
$295K +$1.3K +21 +0.4%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$288K -$12.4K -200 -4%
VC
124
Vicus Capital
Pennsylvania
$282K -$36.2K -584 -11%
Mariner
125
Mariner
Kansas
$277K +$5.89K +95 +2%

HYD Hedge Fund Activity: Q1 2018 in Review

181 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck High Yield Muni ETF (HYD) for Q1 2018, worth a combined $1.17B — up 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HYD positions and 24 closed out — a net gain of 1 holder — while 74 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $95.9M. The largest seller was Grimes & Company, exiting entirely with an estimated $32.9M sold.

  • 181 institutional investors held VanEck High Yield Muni ETF (HYD) as of Q1 2018, down from 182 in Q4 2017.
  • Funds reported $1.17B of VanEck High Yield Muni ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 25 funds opened new VanEck High Yield Muni ETF positions in Q1 2018 and 24 closed out, a net change of +1 holder.
  • The largest VanEck High Yield Muni ETF buyer in Q1 2018 was Bank of America, an estimated $95.9M added.
  • The largest VanEck High Yield Muni ETF seller in Q1 2018 was Grimes & Company, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2018.