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VanEck High Yield Muni ETF

288 hedge funds and large institutions have $1.77B invested in VanEck High Yield Muni ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 95 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

1% more funds holding

Funds holding: 284288 (+4)

0.26% less ownership

Funds ownership: 66.82%66.56% (-0.26%)

9% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 104

9% less capital invested

Capital invested by funds: $1.93B → $1.77B (-$164M)

48% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.95M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
288
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
38
Increased
95
Reduced
104
Closed
32
Calls
$1.01M
Puts
$1.95M
Net Calls
-$937K
Net Calls Change
-$547K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$576K +$12.4K +245 +2%
FHA
152
Flagship Harbor Advisors
Massachusetts
$574K -$339K -6,699 -36%
US Bancorp
153
US Bancorp
Minnesota
$571K -$32.3K -639 -5%
FAT
154
First American Trust
California
$571K
Baird Financial Group
155
Baird Financial Group
Wisconsin
$569K
CAG
156
Csenge Advisory Group
Florida
$566K +$89.2K +1,763 +18%
MAM
157
MMA Asset Management
Pennsylvania
$559K -$32.6K -644 -5%
IWP
158
Innova Wealth Partners
Pennsylvania
$554K
PAG
159
Private Advisor Group
New Jersey
$540K +$202K +3,982 +57%
IWM
160
IHT Wealth Management
Illinois
$524K +$126K +2,482 +30%
EWA
161
Evolution Wealth Advisors
Florida
$504K
OL
162
Owen LaRue
Kentucky
$495K -$1.92M -38,002 -79%
NFG
163
Nations Financial Group
Iowa
$491K +$3.24K +64 +0.6%
NFP
164
Narus Financial Partners
Utah
$474K
SPC
165
Sigma Planning Corp
Michigan
$460K -$24.6K -487 -5%
SMA
166
Sage Mountain Advisors
Georgia
$457K +$471K +9,306 New
SFG
167
Summit Financial Group
West Virginia
$455K -$6.63K -131 -1%
AAS
168
Avantax Advisory Services
Texas
$452K +$466K +9,207 New
IA
169
IFP Advisors
Florida
$451K -$58.4K -1,153 -11%
EFG
170
Everhart Financial Group
Ohio
$443K -$36.6K -723 -7%
FSG
171
Financial Strategies Group
Michigan
$441K -$690K -13,628 -60%
Wealthfront Advisers
172
Wealthfront Advisers
California
$440K -$7.79K -154 -2%
CA
173
Cetera Advisors
Colorado
$438K +$5.67K +112 +1%
AAS
174
Ameritas Advisory Services
Nebraska
$429K -$33.9K -669 -7%
ATPW
175
Ashton Thomas Private Wealth
Arizona
$426K -$119K -2,350 -21%