We are live on ! Find out more
HYD icon

VanEck High Yield Muni ETF

318 hedge funds and large institutions have $2.26B invested in VanEck High Yield Muni ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 96 increasing their positions, 115 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

34% more call options, than puts

Call options by funds: $898K | Put options by funds: $671K

28% more capital invested

Capital invested by funds: $1.77B → $2.26B (+$493M)

10% more funds holding

Funds holding: 288318 (+30)

4.33% more ownership

Funds ownership: 66.56%70.89% (+4.3%)

17% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 115

Holders
318
Holders Change
+30
Holders Change %
+10.42%
% of All Funds
4.64%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
75
Increased
96
Reduced
115
Closed
43
Calls
$898K
Puts
$671K
Net Calls
+$227K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$458M -$117M -2,360,360 -21%
SEI Investments
2
SEI Investments
Pennsylvania
$165M -$10.1M -204,018 -6%
Goldman Sachs
3
Goldman Sachs
New York
$150M +$108M +2,187,872 +308%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$128M +$24M +484,973 +24%
Morgan Stanley
5
Morgan Stanley
New York
$128M +$83.8M +1,692,438 +216%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$94.7M +$90.8M +1,833,790 New
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$71.3M +$4.88M +98,601 +8%
GC
8
Grimes & Company
Massachusetts
$56.6M +$54.4M +1,097,200 New
AssetMark Inc
9
AssetMark Inc
California
$44.4M +$985K +19,881 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$41.3M +$3.63M +73,272 +10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$41.2M +$7.78M +156,997 +25%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$34.7M -$4.88M -98,493 -13%
ZB
13
Zions Bancorporation
Utah
$31.2M +$29.6M +597,789 +9,904%
Wells Fargo
14
Wells Fargo
California
$30.7M -$1.99M -40,212 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$29.7M -$38.2M -772,023 -57%
RFC
16
Regions Financial Corp
Alabama
$28.6M +$14.2M +286,683 +107%
PO
17
Private Ocean
California
$27.6M +$11M +221,243 +71%
FFM
18
Forum Financial Management
Illinois
$27.5M +$26.4M +532,390 New
APP
19
Avantax Planning Partners
Iowa
$27.2M +$7.1M +143,237 +37%
LPL Financial
20
LPL Financial
California
$27.1M +$1.82M +36,692 +8%
UBS Group
21
UBS Group
Switzerland
$22.8M -$1.94M -39,120 -8%
SMA
22
Sage Mountain Advisors
Georgia
$20M +$18.8M +378,547 +4,068%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$19.7M -$256K -5,164 -1%
Jane Street
24
Jane Street
New York
$18.9M +$12.1M +243,680 +199%
Ameriprise
25
Ameriprise
Minnesota
$18.8M +$1.41M +28,502 +8%