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VanEck High Yield Muni ETF

270 hedge funds and large institutions have $1.87B invested in VanEck High Yield Muni ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 67

71% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $851K

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

2% more funds holding

Funds holding: 266270 (+4)

3% more capital invested

Capital invested by funds: $1.81B → $1.87B (+$52.4M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.36% less ownership

Funds ownership: 58.41%56.04% (-2.4%)

Holders
270
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
4.74%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
42
Increased
124
Reduced
67
Closed
36
Calls
$1.46M
Puts
$851K
Net Calls
+$605K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Cresset Asset Management
Illinois
$1.04M -$1.32M -21,303 -56%
LSPW
127
Lake Street Private Wealth
Illinois
$1.02M -$56.1K -903 -5%
EFG
128
Everhart Financial Group
Ohio
$980K +$82.9K +1,334 +9%
JWCA
129
J.W. Cole Advisors
Florida
$974K +$433K +6,970 +80%
NW
130
NewEdge Wealth
Pennsylvania
$969K +$670K +10,789 +225%
OFG
131
Omega Financial Group
California
$951K
BUB
132
BBVA USA Bancshares
Texas
$950K +$71.2K +1,146 +8%
LWAC
133
Laurel Wealth Advisors (California)
California
$897K +$124 +2 +0%
FUBT
134
First United Bank & Trust
Maryland
$891K +$891K +14,344 New
VM
135
Value Monitoring
California
$879K -$1.25M -20,205 -59%
PAS
136
Park Avenue Securities
New York
$874K +$517K +8,322 +145%
SCA
137
Snowden Capital Advisors
New York
$865K +$113K +1,814 +15%
CFA
138
Cahill Financial Advisors
Minnesota
$851K -$6.52K -105 -0.8%
PMG
139
ProVise Management Group
Florida
$841K +$1.12K +18 +0.1%
GP
140
Girard Partners
Pennsylvania
$822K +$56K +902 +7%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$795K +$13.7K +221 +2%
CWM
142
Collaborative Wealth Management
Florida
$783K +$847K +13,638 New
PWM
143
PBMares Wealth Management
Virginia
$772K +$70.9K +1,141 +10%
FSG
144
Financial Strategies Group
Michigan
$735K +$57.4K +924 +8%
PA
145
Pinnacle Associates
New York
$731K -$15.8K -255 -2%
SFP
146
Strategic Financial Planning
Texas
$705K +$110K +1,779 +19%
SWRP
147
Summit Wealth & Retirement Planning
California
$701K
PWM
148
Perigon Wealth Management
California
$689K -$96K -1,545 -12%
APP
149
Avantax Planning Partners
Iowa
$669K
PIA
150
Pinion Investment Advisors
Kansas
$653K