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.
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)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.43M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$2.15M |
| 3 |
Morgan Stanley
New York
|
-$1.28M |
| 4 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$1.21M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$878K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $20.6K | – | – | – |
|
77
VanEck Associates
New York
| $19K | -$308K | -17,218 | -94% |
|
|
PTC
78
Private Trust Company
Cleveland,
Ohio
| $17K | -$1.24K | -69 | -7% |
|
|
CA
79
Centerpoint Advisors
Needham,
Massachusetts
| $11K | – | – | – |
|
|
EWM
80
EPG Wealth Management
Atlanta,
Georgia
| $3.46K | – | – | – |
|
81
Fidelity Investments
Boston,
Massachusetts
| $903 | -$5.84K | -326 | -87% |
|
82
Fifth Third Bancorp
Cincinnati,
Ohio
| $36 | +$36 | +2 | New |
|
|
SWRP
83
Summit Wealth & Retirement Planning
San Ramon,
California
| – | -$1.21M | -67,168 | Closed |
|
|
1WM
84
1900 Wealth Management
San Antonio,
Texas
| – | -$531K | -29,495 | Closed |
|
|
RWA
85
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$183K | -10,166 | Closed |
|
|
CA
86
Cetera Advisors
Denver,
Colorado
| – | -$181K | -10,078 | Closed |
|
87
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$83.2K | -4,620 | Closed |
|
|
BAM
88
Belpointe Asset Management
Reno,
Nevada
| – | -$7.47K | -415 | Closed |
|
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.