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VanEck Long Muni ETF
MLN

82 hedge funds and large institutions have $253M invested in VanEck Long Muni ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

17% more capital invested

Capital invested by funds: $216M → $253M (+$36.2M)

6% more funds holding

Funds holding: 77 → 82 (+5)

1% more ownership

Funds ownership: 71.9% → 72.9% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
34
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$12.4M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.31M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.25M
4
ACP
Aveo Capital Partners
Colorado
+$5.08M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.75M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.43M
2
AWE
Avidian Wealth Enterprises
Texas
-$2.15M
3
Morgan Stanley
Morgan Stanley
New York
-$1.28M
4
SWRP
Summit Wealth & Retirement Planning
California
-$1.21M
5
Osaic Holdings
Osaic Holdings
Arizona
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
MidWestOne Financial Group
Iowa
$2.43M – – –
3LCM
27
3D/L Capital Management
Connecticut
$2.42M -$187K -10,456 -7%
Stifel Financial
28
Stifel Financial
Missouri
$2.35M +$392K +21,879 +20%
AWM
29
AE Wealth Management
Kansas
$2.27M +$206K +11,507 +10%
Ameriprise
30
Ameriprise
Minnesota
$2.15M +$769K +42,974 +55%
AT
31
Arden Trust
Delaware
$1.52M +$1.16M +64,963 +332%
AF
32
Allworth Financial
California
$1.42M -$7.97K -445 -0.6%
BCWM
33
Bartlett & Co Wealth Management
Ohio
$1.41M -$84.6K -4,726 -6%
BC
34
Bartlett & Co
Ohio
$1.41M -$84.6K -4,726 -6%
EFS
35
Econ Financial Services
Pennsylvania
$1.25M -$3.4K -190 -0.3%
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$1.24M +$1.24M +69,143 New
PPW
37
Pasadena Private Wealth
California
$1.1M +$346K +19,312 +46%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.1M -$878K -49,011 -44%
HW
39
Hedeker Wealth
Illinois
$1.1M +$478K +26,699 +78%
AA
40
AlphaQ Advisors
Florida
$1.05M -$14.2K -793 -1%
AFP
41
Ausdal Financial Partners
Iowa
$873K -$7.16K -400 -0.8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$813K +$10.4K +583 +1%
NC
43
NewSquare Capital
Pennsylvania
$801K -$66K -3,685 -8%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$718K +$125K +6,999 +21%
CW
45
CreativeOne Wealth
Kansas
$698K -$39.5K -2,205 -5%
BAAM
46
Baker Avenue Asset Management
California
$644K +$406K +22,700 +173%
ACM
47
AlphaStar Capital Management
North Carolina
$641K +$640K +35,735 New
PAG
48
Private Advisor Group
New Jersey
$623K – – –
FWA
49
FOCUS Wealth Advisors
Texas
$577K – – –
MML Investors Services
50
MML Investors Services
Massachusetts
$542K +$58.8K +3,282 +12%
1
2
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MLN Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q2 2023, worth a combined $253M — up 17% from $216M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MLN positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $12.4M. The largest seller was Bank of America, cutting an estimated $3.43M.

  • 82 institutional investors held VanEck Long Muni ETF (MLN) as of Q2 2023, up from 77 in Q1 2023.
  • Funds reported $253M of VanEck Long Muni ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 11 funds opened new VanEck Long Muni ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest VanEck Long Muni ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $12.4M added.
  • The largest VanEck Long Muni ETF seller in Q2 2023 was Bank of America, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2023.