We are live on ! Find out more
MLN icon

VanEck Long Muni ETF
MLN

85 hedge funds and large institutions have $323M invested in VanEck Long Muni ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $253M → $323M (+$70.3M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

4% more funds holding

Funds holding: 82 → 85 (+3)

2.59% more ownership

Funds ownership: 72.9% → 75.49% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
33
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.3M
2
CI
CX Institutional
Indiana
+$15.6M
3
Morgan Stanley
Morgan Stanley
New York
+$11.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.4M
5
Jane Street
Jane Street
New York
+$5.62M

Top Sellers

1
LPL Financial
LPL Financial
California
-$8.52M
2
GVAG
Great Valley Advisor Group
Delaware
-$5.79M
3
3LCM
3D/L Capital Management
Connecticut
-$2.42M
4
EC
Estate Counselors
Wisconsin
-$2.2M
5
EFS
Econ Financial Services
Pennsylvania
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.96M -$198K -11,326 -6%
Truist Financial
27
Truist Financial
North Carolina
$2.86M +$166K +9,465 +6%
Wells Fargo
28
Wells Fargo
California
$2.8M +$356K +20,318 +14%
ML
29
McAdam LLC
Pennsylvania
$2.4M -$22.2K -1,268 -0.9%
MFG
30
MidWestOne Financial Group
Iowa
$2.3M +$38.7K +2,210 +2%
Stifel Financial
31
Stifel Financial
Missouri
$2.07M -$121K -6,910 -5%
AWG
32
Altus Wealth Group
Colorado
$2M -$428K -24,402 -17%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.85M +$1.94M +110,681 New
AT
34
Arden Trust
Delaware
$1.75M +$355K +20,250 +24%
BC
35
Bartlett & Co
Ohio
$1.22M -$95.6K -5,455 -7%
BCWM
36
Bartlett & Co Wealth Management
Ohio
$1.22M -$95.6K -5,455 -7%
KFGK
37
Keystone Financial Group (Kentucky)
Kentucky
$1.16M – – –
HW
38
Hedeker Wealth
Illinois
$1.15M +$139K +7,921 +13%
Ameriprise
39
Ameriprise
Minnesota
$1.03M -$1.03M -58,812 -49%
Osaic Holdings
40
Osaic Holdings
Arizona
$970K -$55.5K -3,166 -5%
AF
41
Allworth Financial
California
$875K -$468K -26,717 -34%
BAAM
42
Baker Avenue Asset Management
California
$861K +$275K +15,700 +44%
AFP
43
Ausdal Financial Partners
Iowa
$735K -$81.7K -4,664 -10%
AA
44
AlphaQ Advisors
Florida
$713K -$275K -15,703 -27%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$686K +$17.8K +1,017 +3%
NC
46
NewSquare Capital
Pennsylvania
$685K -$63.3K -3,611 -8%
ACM
47
AlphaStar Capital Management
North Carolina
$641K – – –
PAG
48
Private Advisor Group
New Jersey
$580K – – –
CA
49
Clearstead Advisors
Ohio
$568K +$298K +17,000 +100%
FWA
50
FOCUS Wealth Advisors
Texas
$537K – – –
1
2
3 4

MLN Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q3 2023, worth a combined $323M — up 28% from $253M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MLN positions and 12 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $33.3M. The largest seller was LPL Financial, cutting an estimated $8.52M.

  • 85 institutional investors held VanEck Long Muni ETF (MLN) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $323M of VanEck Long Muni ETF stock for Q3 2023, up 28% quarter-over-quarter.
  • 15 funds opened new VanEck Long Muni ETF positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest VanEck Long Muni ETF buyer in Q3 2023 was Bank of America, an estimated $33.3M added.
  • The largest VanEck Long Muni ETF seller in Q3 2023 was LPL Financial, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2023.