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VanEck Long Muni ETF

41 hedge funds and large institutions have $88.3M invested in VanEck Long Muni ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

26% more capital invested

Capital invested by funds: $70.3M → $88.3M (+$18M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3.4% more ownership

Funds ownership: 42.46%45.86% (+3.4%)

3% more funds holding

Funds holding: 4041 (+1)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.4M +$457K +21,720 +2%
CIM
2
Confluence Investment Management
Missouri
$14.9M +$5.05M +239,802 +52%
UBS Group
3
UBS Group
Switzerland
$6.21M -$138K -6,531 -2%
PFPT
4
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.91M +$4.89M +232,141 New
Wells Fargo
5
Wells Fargo
California
$4.78M +$222K +10,553 +5%
Morgan Stanley
6
Morgan Stanley
New York
$4.61M -$128K -6,076 -3%
Stifel Financial
7
Stifel Financial
Missouri
$4.06M +$625K +29,690 +18%
CCP
8
Cardan Capital Partners
Colorado
$3.96M +$53.5K +2,540 +1%
Jane Street
9
Jane Street
New York
$3.72M +$31.1K +1,479 +0.8%
LPL Financial
10
LPL Financial
California
$2.88M -$8.88K -422 -0.3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.67M -$507K -24,070 -16%
USGIU
12
U.S. Global Investors (USGI)
Texas
$1.48M +$1.47M +70,000 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.47M +$1.46M +69,367 New
UBS AM
14
UBS AM
Illinois
$1.23M -$10.9K -516 -0.9%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.16M +$406K +19,306 +54%
RJA
16
Raymond James & Associates
Florida
$1.16M +$1.15M +54,854 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.05M +$244K +11,585 +30%
AFP
18
Ausdal Financial Partners
Iowa
$1.03M +$24.3K +1,155 +2%
BCWM
19
Bartlett & Co Wealth Management
Ohio
$949K +$945K +44,876 New
BC
20
Bartlett & Co
Ohio
$949K +$945K +44,876 New
AG
21
Advisor Group
Arizona
$827K +$76.5K +3,632 +10%
VanEck Associates
22
VanEck Associates
New York
$772K
SCA
23
Snowden Capital Advisors
New York
$609K -$8.95K -425 -1%
NC
24
NewSquare Capital
Pennsylvania
$580K +$397K +18,850 +220%
Ameriprise
25
Ameriprise
Minnesota
$519K +$172K +8,168 +50%

MLN Hedge Fund Activity: Q3 2019 in Review

41 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q3 2019, worth a combined $88.3M — up 26% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MLN positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $5.05M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $686K sold.

  • 41 institutional investors held VanEck Long Muni ETF (MLN) as of Q3 2019, up from 40 in Q2 2019.
  • Funds reported $88.3M of VanEck Long Muni ETF stock for Q3 2019, up 26% quarter-over-quarter.
  • 9 funds opened new VanEck Long Muni ETF positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest VanEck Long Muni ETF buyer in Q3 2019 was Confluence Investment Management, an estimated $5.05M added.
  • The largest VanEck Long Muni ETF seller in Q3 2019 was Susquehanna International Group, an estimated $686K sold.

Based on aggregated 13F filings for Q3 2019.