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VanEck High Yield Muni ETF

211 hedge funds and large institutions have $1.19B invested in VanEck High Yield Muni ETF in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 47 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

25.79% more ownership

Funds ownership: 24.48%50.27% (+26%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 195211 (+16)

11% less capital invested

Capital invested by funds: $1.34B → $1.19B (-$152M)

49% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 92

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $51K

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
47
Reduced
92
Closed
43
Calls
Puts
$51K
Net Calls
-$51K
Net Calls Change
+$656K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
$351K +$13.6K +223 +4%
LRIA
127
Leonard Rickey Investment Advisors
Washington
$347K +$346K +5,686 New
DSC
128
Duncker Streett & Co
Missouri
$343K -$139K -2,288 -29%
VC
129
Vicus Capital
Pennsylvania
$330K +$20K +328 +6%
IWS
130
Insight Wealth Strategies
California
$330K +$330K +5,410 New
WT
131
Whittier Trust
California
$328K -$61 -1 -0%
FIG
132
FundX Investment Group
California
$310K +$309K +5,071 New
GIA
133
Gladstone Institutional Advisory
Florida
$287K +$287K +4,710 New
FAAS
134
First Allied Advisory Services
California
$280K +$281K +4,620 New
AWM
135
Apollon Wealth Management
South Carolina
$276K +$273K +4,481 New
FAIM
136
Financial Advocates Investment Management
Washington
$275K -$582K -9,549 -68%
QCIG
137
Quad-Cities Investment Group
Iowa
$270K -$2.44K -40 -0.9%
TCM
138
Twele Capital Management
Minnesota
$265K -$157K -2,575 -37%
IWMA
139
Ironwood Wealth Management (Arizona)
Arizona
$261K
FHA
140
Flagship Harbor Advisors
Massachusetts
$245K +$50.6K +830 +26%
FA
141
FC Advisory
Pennsylvania
$238K +$237K +3,893 New
FFA
142
Fragasso Financial Advisors
Pennsylvania
$235K +$101K +1,662 +76%
RJT
143
Raymond James Trust
Florida
$230K -$122 -2 -0.1%
1IA
144
1834 Investment Advisors
Wisconsin
$230K +$77.2K +1,267 +50%
BWCS
145
Beirne Wealth Consulting Services
Connecticut
$229K +$228K +3,737 New
CFG
146
Citizens Financial Group
Rhode Island
$229K +$228K +3,750 New
LFAS
147
Level Four Advisory Services
Texas
$222K -$240K -3,939 -52%
KL
148
KWMG LLC
Kansas
$221K -$130K -2,129 -37%
RPG
149
Risk Paradigm Group
Texas
$221K
FCAG
150
First Capital Advisors Group
New Jersey
$213K +$212K +3,486 New