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VanEck Long Muni ETF

77 hedge funds and large institutions have $216M invested in VanEck Long Muni ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

38% more capital invested

Capital invested by funds: $157M → $216M (+$59.6M)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

12.86% more ownership

Funds ownership: 59.04%71.9% (+13%)

10% more funds holding

Funds holding: 7077 (+7)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
28
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.96M -$1.4M -78,580 -42%
BCWM
27
Bartlett & Co Wealth Management
Ohio
$1.5M -$91.7K -5,144 -6%
BC
28
Bartlett & Co
Ohio
$1.5M -$91.7K -5,144 -6%
AF
29
Allworth Financial
California
$1.43M +$1.07M +59,986 +307%
Ameriprise
30
Ameriprise
Minnesota
$1.4M -$141K -7,934 -9%
EFS
31
Econ Financial Services
Pennsylvania
$1.26M -$100K -5,622 -7%
SWRP
32
Summit Wealth & Retirement Planning
California
$1.21M -$196K -10,977 -14%
EC
33
Estate Counselors
Wisconsin
$1.16M +$32.5K +1,825 +3%
AA
34
AlphaQ Advisors
Florida
$1.07M -$423K -23,752 -29%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$935K -$14.3K -802 -2%
AFP
36
Ausdal Financial Partners
Iowa
$883K -$541K -30,338 -38%
NC
37
NewSquare Capital
Pennsylvania
$870K -$53.4K -2,995 -6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$805K +$216K +12,101 +37%
PPW
39
Pasadena Private Wealth
California
$759K -$273K -15,295 -27%
CW
40
CreativeOne Wealth
Kansas
$740K +$125K +7,018 +21%
PAG
41
Private Advisor Group
New Jersey
$625K
HW
42
Hedeker Wealth
Illinois
$618K +$612K +34,340 New
FWA
43
FOCUS Wealth Advisors
Texas
$578K -$6.33K -355 -1%
1WM
44
1900 Wealth Management
Texas
$531K -$1.02M -57,084 -66%
ASN
45
Advisory Services Network
Georgia
$506K +$19.9K +1,118 +4%
MML Investors Services
46
MML Investors Services
Massachusetts
$484K -$343K -19,272 -42%
AT
47
Arden Trust
Delaware
$353K +$349K +19,594 New
FAIM
48
Financial Advocates Investment Management
Washington
$350K +$1.19K +67 +0.3%
CWM
49
Cornerstone Wealth Management
Missouri
$348K +$344K +19,326 New
MWM
50
Meridian Wealth Management
Kentucky
$333K

MLN Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q1 2023, worth a combined $216M — up 38% from $157M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLN positions and 10 closed out — a net gain of 8 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $3.55M.

  • 77 institutional investors held VanEck Long Muni ETF (MLN) as of Q1 2023, up from 70 in Q4 2022.
  • Funds reported $216M of VanEck Long Muni ETF stock for Q1 2023, up 38% quarter-over-quarter.
  • 18 funds opened new VanEck Long Muni ETF positions in Q1 2023 and 10 closed out, a net change of +8 holders.
  • The largest VanEck Long Muni ETF buyer in Q1 2023 was Bank of America, an estimated $11.3M added.
  • The largest VanEck Long Muni ETF seller in Q1 2023 was Wells Fargo, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2023.