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VanEck Long Muni ETF
MLN

101 hedge funds and large institutions have $408M invested in VanEck Long Muni ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more capital invested

Capital invested by funds: $323M → $408M (+$85.5M)

19% more funds holding

Funds holding: 85 → 101 (+16)

8.51% more ownership

Funds ownership: 75.49% → 84% (+8.5%)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
31
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$25.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$9.82M
4
GA
Gateway Advisory
New Jersey
+$8.52M
5
Bank of America
Bank of America
North Carolina
+$8.37M

Top Sellers

1
CI
CX Institutional
Indiana
-$13.1M
2
SPIA
Steward Partners Investment Advisory
New York
-$6.61M
3
Jane Street
Jane Street
New York
-$5.36M
4
BWM
Brown Wealth Management
Illinois
-$5.23M
5
TC
TownSquare Capital
Utah
-$5.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Elmwood Wealth Management
California
$3.34M +$46.7K +2,720 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.29M +$59.3K +3,456 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.11M -$203K -11,842 -6%
Truist Financial
29
Truist Financial
North Carolina
$3.11M -$17.7K -1,032 -0.6%
VWM
30
VCI Wealth Management
Missouri
$3.06M +$2.87M +167,486 New
AA
31
AlphaQ Advisors
Florida
$2.9M +$1.99M +116,036 +272%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$2.63M -$3.59M -209,143 -59%
Ameriprise
33
Ameriprise
Minnesota
$2.51M +$1.29M +75,175 +122%
AT
34
Arden Trust
Delaware
$2.48M +$529K +30,848 +29%
SC
35
Sykon Capital
New York
$2.47M +$2.32M +135,454 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2.16M +$2.03M +118,250 New
MFG
37
MidWestOne Financial Group
Iowa
$1.95M -$536K -31,229 -23%
ML
38
McAdam LLC
Pennsylvania
$1.9M -$677K -39,478 -27%
AWG
39
Altus Wealth Group
Colorado
$1.51M -$638K -37,210 -31%
HW
40
Hedeker Wealth
Illinois
$1.27M +$11.5K +669 +1%
BCWM
41
Bartlett & Co Wealth Management
Ohio
$1.22M -$112K -6,510 -9%
BC
42
Bartlett & Co
Ohio
$1.21M -$112K -6,510 -9%
CW
43
CreativeOne Wealth
Kansas
$938K +$882K +51,423 New
CG
44
CFO4Life Group
Texas
$867K +$814K +47,480 New
KAS
45
Kestra Advisory Services
Texas
$861K +$361K +21,064 +81%
AAS
46
Avantax Advisory Services
Texas
$782K +$421K +24,528 +134%
BAAM
47
Baker Avenue Asset Management
California
$759K -$171K -9,943 -19%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$747K -$1.66K -97 -0.2%
AFP
49
Ausdal Financial Partners
Iowa
$714K -$83K -4,838 -11%
NC
50
NewSquare Capital
Pennsylvania
$702K -$43.4K -2,532 -6%
1
2
3 4 5

MLN Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q4 2023, worth a combined $408M — up 26% from $323M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLN positions and 15 closed out — a net gain of 16 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $25.7M. The largest seller was CX Institutional, cutting an estimated $13.1M.

  • 101 institutional investors held VanEck Long Muni ETF (MLN) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $408M of VanEck Long Muni ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 31 funds opened new VanEck Long Muni ETF positions in Q4 2023 and 15 closed out, a net change of +16 holders.
  • The largest VanEck Long Muni ETF buyer in Q4 2023 was AllianceBernstein, an estimated $25.7M added.
  • The largest VanEck Long Muni ETF seller in Q4 2023 was CX Institutional, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.