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VanEck Long Muni ETF

47 hedge funds and large institutions have $84.4M invested in VanEck Long Muni ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

15% more funds holding

Funds holding: 4147 (+6)

4% less capital invested

Capital invested by funds: $88.3M → $84.4M (-$3.86M)

4.18% less ownership

Funds ownership: 45.86%41.67% (-4.2%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
10
Closed
2
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.8M +$1.55M +73,446 +8%
CIM
2
Confluence Investment Management
Missouri
$9.64M -$5.05M -239,802 -34%
UBS Group
3
UBS Group
Switzerland
$6.81M +$646K +30,677 +10%
Stifel Financial
4
Stifel Financial
Missouri
$5.76M +$1.74M +82,764 +43%
Morgan Stanley
5
Morgan Stanley
New York
$4.44M -$132K -6,247 -3%
CCP
6
Cardan Capital Partners
Colorado
$4.1M +$162K +7,711 +4%
Wells Fargo
7
Wells Fargo
California
$4.07M -$686K -32,582 -14%
LPL Financial
8
LPL Financial
California
$3.13M +$271K +12,856 +9%
PFPT
9
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.81M -$2.07M -98,256 -42%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.17M -$483K -22,921 -18%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$2.11M +$959K +45,535 +83%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.05M +$1.01M +47,898 +96%
USGIU
13
U.S. Global Investors (USGI)
Texas
$1.47M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.47M +$7.71K +366 +0.5%
RJA
15
Raymond James & Associates
Florida
$1.33M +$174K +8,247 +15%
Jane Street
16
Jane Street
New York
$1.26M -$2.44M -115,902 -66%
AFP
17
Ausdal Financial Partners
Iowa
$1.24M +$185K +8,760 +18%
VanEck Associates
18
VanEck Associates
New York
$1.18M +$417K +19,798 +54%
PCM
19
Prelude Capital Management
New York
$1.04M +$1.04M +49,431 New
BCWM
20
Bartlett & Co Wealth Management
Ohio
$954K +$7.79K +370 +0.8%
AG
21
Advisor Group
Arizona
$892K +$70.1K +3,326 +9%
NC
22
NewSquare Capital
Pennsylvania
$761K +$185K +8,790 +32%
Ameriprise
23
Ameriprise
Minnesota
$646K +$131K +6,222 +25%
SCA
24
Snowden Capital Advisors
New York
$598K -$7.1K -337 -1%
PI
25
PFS Investments
Georgia
$494K +$179K +8,508 +57%

MLN Hedge Fund Activity: Q4 2019 in Review

47 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q4 2019, worth a combined $84.4M — down 4.4% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MLN positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.74M. The largest seller was Confluence Investment Management, cutting an estimated $5.05M.

  • 47 institutional investors held VanEck Long Muni ETF (MLN) as of Q4 2019, up from 41 in Q3 2019.
  • Funds reported $84.4M of VanEck Long Muni ETF stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 9 funds opened new VanEck Long Muni ETF positions in Q4 2019 and 2 closed out, a net change of +7 holders.
  • The largest VanEck Long Muni ETF buyer in Q4 2019 was Stifel Financial, an estimated $1.74M added.
  • The largest VanEck Long Muni ETF seller in Q4 2019 was Confluence Investment Management, an estimated $5.05M sold.

Based on aggregated 13F filings for Q4 2019.