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VanEck High Yield Muni ETF

341 hedge funds and large institutions have $2.16B invested in VanEck High Yield Muni ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 113

4% more funds holding

Funds holding: 328341 (+13)

1.52% more ownership

Funds ownership: 67.36%68.88% (+1.5%)

2% more capital invested

Capital invested by funds: $2.11B → $2.16B (+$43.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

92% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $27.1M

Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
130
Reduced
113
Closed
34
Calls
$2.17M
Puts
$27.1M
Net Calls
-$24.9M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$464K +$125K +2,395 +37%
PAWA
202
Palo Alto Wealth Advisors
California
$449K +$203K +3,880 +81%
BW
203
BXM Wealth
Colorado
$447K +$450K +8,603 New
WA
204
WBH Advisory
Maryland
$432K +$59.6K +1,140 +16%
HW
205
Hamilton Wealth
California
$430K +$434K +8,289 New
WCP
206
Wealthcare Capital Partners
Pennsylvania
$414K +$417K +7,976 New
XWM
207
Xcel Wealth Management
Florida
$413K +$23.5K +450 +6%
BHBT
208
Burke & Herbert Bank & Trust
Virginia
$411K
CIA
209
Concurrent Investment Advisors
Florida
$409K
BGWM
210
Bridge Generations Wealth Management
Florida
$403K +$406K +7,760 New
IAN
211
Integrated Advisors Network
Texas
$394K -$674K -12,876 -63%
RFS
212
Richardson Financial Services
Massachusetts
$391K -$112K -2,134 -22%
TSS
213
Two Sigma Securities
New York
$386K +$389K +7,428 New
WAG
214
Wiser Advisor Group
Arizona
$377K +$4.87K +93 +1%
PS
215
Principal Securities
Iowa
$373K +$331K +6,324 +739%
VCP
216
Verus Capital Partners
Arizona
$372K -$23.6K -451 -6%
NFG
217
Nations Financial Group
Iowa
$372K -$152K -2,912 -29%
UCFA
218
United Capital Financial Advisors
Texas
$368K +$370K +7,080 New
IAA
219
Independent Advisor Alliance
North Carolina
$367K +$370K +7,079 New
FWM
220
Focused Wealth Management
New York
$367K -$1.99K -38 -0.5%
JFG
221
Jefferies Financial Group
New York
$363K
SIA
222
Strategic Investment Advisors
Michigan
$361K +$7.17K +137 +2%
Corient Private Wealth
223
Corient Private Wealth
Florida
$354K +$357K +6,826 New
HSG
224
Helen Stephens Group
Texas
$353K +$5.13K +98 +1%
WA
225
WPG Advisers
Maryland
$349K +$352K +6,731 New