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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
Creative Planning
201
Creative Planning
Kansas
$312K -$27.1K -536 -8%
Man Group
202
Man Group
United Kingdom
$311K -$1.13M -22,312 Closed
MFA
203
Millington Financial Advisors
Illinois
$304K +$37.9K +749 +14%
AWS
204
Atria Wealth Solutions
New York
$300K +$810 +16 +0.3%
ZB
205
Zions Bancorporation
Utah
$296K -$109K -2,148 -26%
PIA
206
Pinion Investment Advisors
Kansas
$290K
AA
207
AlphaQ Advisors
Florida
$273K -$106K -2,100 -27%
SFP
208
Strategic Financial Planning
Texas
$273K -$50K -988 -15%
SIA
209
Strategic Investment Advisors
Michigan
$272K +$281K +5,553 New
SWA
210
Stratos Wealth Advisors
Ohio
$267K -$209K -4,120 -43%
SAG
211
SageView Advisory Group
California
$254K +$262K +5,174 New
SFO
212
Stokes Family Office
Louisiana
$247K -$19.5K -385 -7%
DC
213
Davenport & Co
Virginia
$241K +$249K +4,915 New
SIC
214
Samalin Investment Counsel
New York
$237K -$11.5K -227 -4%
CIA
215
Capital Investment Advisors
Georgia
$231K +$238K +4,709 New
GWM
216
Geneos Wealth Management
Colorado
$231K +$658 +13 +0.3%
CWM
217
Cornerstone Wealth Management
Missouri
$228K +$235K +4,650 New
MLA
218
My Legacy Advisors
Oregon
$224K +$238K +4,703 New
BCG
219
Breakwater Capital Group
New Jersey
$221K -$683K -13,491 -75%
GLA
220
Good Life Advisors
Pennsylvania
$220K +$6.43K +127 +3%
JPG
221
Jordan Park Group
California
$215K
NGA
222
Naples Global Advisors
Florida
$214K +$220K +4,355 New
CW
223
CreativeOne Wealth
Kansas
$212K -$290K -5,731 -57%
NAM
224
NTV Asset Management
West Virginia
$211K
AWM
225
Axxcess Wealth Management
California
$211K +$218K +4,300 New