We are live on ! Find out more
MLN icon

VanEck Long Muni ETF
MLN

47 hedge funds and large institutions have $84.4M invested in VanEck Long Muni ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

15% more funds holding

Funds holding: 41 → 47 (+6)

4% less capital invested

Capital invested by funds: $88.3M → $84.4M (-$3.86M)

4.18% less ownership

Funds ownership: 45.86% → 41.67% (-4.2%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
10
Closed
2
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
+$16K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$1.74M
2
Bank of America
Bank of America
North Carolina
+$1.55M
3
PCM
Prelude Capital Management
New York
+$1.04M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.01M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$959K

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$5.05M
2
Jane Street
Jane Street
New York
-$2.44M
3
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
-$2.07M
4
UBS AM
UBS AM
Illinois
-$1.23M
5
Wells Fargo
Wells Fargo
California
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$416K +$418K +19,820 New
TIM
27
Tortoise Investment Management
New York
$398K – – –
APA
28
American Portfolios Advisors
New York
$364K -$31.5K -1,494 -8%
RWA
29
Redhawk Wealth Advisors
Minnesota
$307K +$308K +14,604 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$290K +$51.4K +2,442 +21%
MWM
31
Meridian Wealth Management
Kentucky
$244K +$31.6K +1,500 +15%
FAAS
32
First Allied Advisory Services
California
$221K – – –
PFS
33
Prospera Financial Services
Texas
$200K +$200K +9,510 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$187K -$5.73K -272 -3%
MIM
35
Macroview Investment Management
Maryland
$132K +$23.8K +1,130 +22%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$95K +$31.1K +1,478 +49%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$88K +$21.9K +1,039 +33%
JIR
38
James Investment Research
Ohio
$53K – – –
WP
39
WealthShield Partners
North Carolina
$51K – – –
IA
40
IFP Advisors
Florida
$47K +$35.9K +1,704 +328%
VCM
41
Versant Capital Management
Arizona
$31K -$1.03K -49 -3%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23.2K +1,100 New
CFGS
43
Concourse Financial Group Securities
Alabama
$10K +$9.98K +474 New
CFA
44
Carroll Financial Associates
North Carolina
$10K +$10.5K +500 New
ASN
45
Advisory Services Network
Georgia
$7K +$6.99K +332 New
Citigroup
46
Citigroup
New York
$6K – – –
UBS AM
47
UBS AM
Illinois
– -$1.23M -58,313 Closed
BEI
48
Benjamin Edwards Inc
Missouri
– -$18K -848 Closed
IFWM
49
Institute for Wealth Management
Colorado
– +$485 +23 New
1
2

MLN Hedge Fund Activity: Q4 2019 in Review

47 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q4 2019, worth a combined $84.4M — down 4.4% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MLN positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.74M. The largest seller was Confluence Investment Management, cutting an estimated $5.05M.

  • 47 institutional investors held VanEck Long Muni ETF (MLN) as of Q4 2019, up from 41 in Q3 2019.
  • Funds reported $84.4M of VanEck Long Muni ETF stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 9 funds opened new VanEck Long Muni ETF positions in Q4 2019 and 2 closed out, a net change of +7 holders.
  • The largest VanEck Long Muni ETF buyer in Q4 2019 was Stifel Financial, an estimated $1.74M added.
  • The largest VanEck Long Muni ETF seller in Q4 2019 was Confluence Investment Management, an estimated $5.05M sold.

Based on aggregated 13F filings for Q4 2019.