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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
OAM
151
Occidental Asset Management
California
$652K +$245K +3,945 +60%
GI
152
Glovista Investments
New Jersey
$636K +$638K +10,280 New
BFG
153
Barber Financial Group
Kansas
$628K +$373 +6 +0.1%
Betterment LLC
154
Betterment LLC
New York
$620K +$60.7K +978 +11%
SWM
155
Spire Wealth Management
Virginia
$617K +$617K +9,932 New
OCM
156
Orion Capital Management
California
$609K -$18.6K -300 -3%
CTB
157
Country Trust Bank
Illinois
$609K +$187K +3,006 +44%
JCM
158
Jag Capital Management
Missouri
$608K +$328K +5,281 +117%
SIC
159
Samalin Investment Counsel
New York
$573K +$18.5K +298 +3%
Comerica Bank
160
Comerica Bank
Texas
$551K -$75.9K -1,222 -12%
MIC
161
Meridian Investment Counsel
California
$551K
CAI
162
Capital Advisors Inc
Oklahoma
$514K -$98.8K -1,590 -16%
IWP
163
Innova Wealth Partners
Pennsylvania
$508K +$37.6K +605 +8%
AF
164
Allworth Financial
California
$474K +$4.47K +72 +1%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$472K
AIC
166
Ameritas Investment Company
Nebraska
$435K -$21.8K -351 -5%
MWM
167
Mattern Wealth Management
Kansas
$432K +$432K +6,948 New
Creative Planning
168
Creative Planning
Kansas
$431K -$2.17K -35 -0.5%
KWM
169
Kingsview Wealth Management
Oregon
$414K +$17.4K +280 +4%
SI
170
Stephens Inc
Arkansas
$409K +$3.6K +58 +0.9%
PWM
171
Peterson Wealth Management
Nevada
$398K +$397K +6,400 New
HIM
172
Hillsdale Investment Management
Ontario, Canada
$386K -$143K -2,300 -27%
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$361K
WCM
174
Wealthcare Capital Management
Virginia
$358K -$12.4K -199 -3%
OPS
175
Orion Portfolio Solutions
Nebraska
$338K -$2.73K -44 -0.8%