We are live on ! Find out more
HYD icon

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
Bank of America
1
Bank of America
North Carolina
$512M +$41.4M +790,557 +9%
SEI Investments
2
SEI Investments
Pennsylvania
$169M +$7.4M +141,388 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.5M +$53.1M +1,014,701 +132%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$89.9M -$381K -7,291 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$87.1M +$3.93M +75,221 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$85.2M +$2.18M +41,732 +3%
Morgan Stanley
7
Morgan Stanley
New York
$66M -$319K -6,099 -0.5%
GC
8
Grimes & Company
Massachusetts
$61.7M +$2.65M +50,578 +4%
AssetMark Inc
9
AssetMark Inc
California
$57.6M +$2.95M +56,434 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$49.3M +$2.36M +45,174 +5%
Wells Fargo
11
Wells Fargo
California
$46.1M +$13.9M +265,075 +43%
Goldman Sachs
12
Goldman Sachs
New York
$44.9M +$5.76M +110,159 +15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$41.9M -$1.15M -21,986 -3%
LPL Financial
14
LPL Financial
California
$35.2M +$2.11M +40,419 +6%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$35M +$150K +2,876 +0.4%
OPAM
16
Ocean Park Asset Management
California
$33.7M +$16.8M +321,160 +98%
FFM
17
Forum Financial Management
Illinois
$28.5M -$4.95M -94,640 -15%
RFC
18
Regions Financial Corp
Alabama
$24.5M -$4.45M -85,041 -15%
UBS Group
19
UBS Group
Switzerland
$23.1M -$874K -16,706 -4%
Ameriprise
20
Ameriprise
Minnesota
$21.5M -$594K -11,349 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19.3M +$670K +12,816 +4%
APP
22
Avantax Planning Partners
Iowa
$17.1M -$1.33M -25,497 -7%
American Century Companies
23
American Century Companies
Missouri
$15.4M +$11M +209,600 +239%
SMA
24
Sage Mountain Advisors
Georgia
$13.9M +$13M +249,120 +1,389%
MML Investors Services
25
MML Investors Services
Massachusetts
$11.2M -$67.1K -1,282 -0.6%