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VanEck Long Muni ETF
MLN

53 hedge funds and large institutions have $87.4M invested in VanEck Long Muni ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

4% less funds holding

Funds holding: 55 → 53 (-2)

3.69% less ownership

Funds ownership: 45.17% → 41.47% (-3.7%)

6% less capital invested

Capital invested by funds: $92.7M → $87.4M (-$5.28M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
Avidian Wealth Enterprises
Texas
+$3.26M
2
Bank of America
Bank of America
North Carolina
+$1.99M
3
HCM
Howard Capital Management
Georgia
+$1.1M
4
NC
NewSquare Capital
Pennsylvania
+$864K
5
Mariner
Mariner
Kansas
+$403K

Top Sellers

1
MW
Marcum Wealth
Ohio
-$5.75M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.21M
3
RJA
Raymond James & Associates
Florida
-$1.98M
4
UBS Group
UBS Group
Switzerland
-$1.32M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.2M +$1.99M +92,910 +12%
CIM
2
Confluence Investment Management
Missouri
$14.4M -$467K -21,800 -3%
UBS Group
3
UBS Group
Switzerland
$6.11M -$1.32M -61,767 -18%
AWE
4
Avidian Wealth Enterprises
Texas
$5.84M +$3.26M +152,263 +126%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.4M +$16.4K +764 +0.4%
Wells Fargo
6
Wells Fargo
California
$3.36M +$13.3K +623 +0.4%
LPL Financial
7
LPL Financial
California
$3.33M +$166K +7,749 +5%
CCP
8
Cardan Capital Partners
Colorado
$3.26M -$705K -32,948 -18%
HCM
9
Howard Capital Management
Georgia
$2.51M +$1.1M +51,477 +78%
PFPT
10
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.03M -$22.3K -1,041 -1%
Morgan Stanley
11
Morgan Stanley
New York
$1.92M -$105K -4,899 -5%
NC
12
NewSquare Capital
Pennsylvania
$1.81M +$864K +40,345 +91%
RJA
13
Raymond James & Associates
Florida
$1.78M -$1.98M -92,596 -53%
VanEck Associates
14
VanEck Associates
New York
$1.74M +$263K +12,263 +18%
BC
15
Bartlett & Co
Ohio
$1.51M +$283K +13,200 +23%
BCWM
16
Bartlett & Co Wealth Management
Ohio
$1.51M +$283K +13,200 +23%
USGIU
17
U.S. Global Investors (USGI)
Texas
$1.5M – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.31M +$186K +8,700 +16%
AFP
19
Ausdal Financial Partners
Iowa
$1.3M +$22.1K +1,034 +2%
PI
20
PFS Investments
Georgia
$968K +$220K +10,278 +29%
Osaic Holdings
21
Osaic Holdings
Arizona
$926K +$50.8K +2,371 +6%
Ameriprise
22
Ameriprise
Minnesota
$640K +$36K +1,682 +6%
CW
23
CreativeOne Wealth
Kansas
$630K +$112K +5,213 +21%
TIM
24
Tortoise Investment Management
New York
$596K – – –
Stifel Financial
25
Stifel Financial
Missouri
$543K -$502K -23,454 -48%
1
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MLN Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q3 2020, worth a combined $87.4M — down 5.7% from $92.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MLN and 5 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Avidian Wealth Enterprises, adding an estimated $3.26M. The largest seller was Marcum Wealth, exiting entirely with an estimated $5.75M sold.

  • 53 institutional investors held VanEck Long Muni ETF (MLN) as of Q3 2020, down from 55 in Q2 2020.
  • Funds reported $87.4M of VanEck Long Muni ETF stock for Q3 2020, down 5.7% quarter-over-quarter.
  • 5 funds opened new VanEck Long Muni ETF positions in Q3 2020 and 7 closed out, a net change of -2 holders.
  • The largest VanEck Long Muni ETF buyer in Q3 2020 was Avidian Wealth Enterprises, an estimated $3.26M added.
  • The largest VanEck Long Muni ETF seller in Q3 2020 was Marcum Wealth, an estimated $5.75M sold.

Based on aggregated 13F filings for Q3 2020.