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VanEck Long Muni ETF
MLN

70 hedge funds and large institutions have $157M invested in VanEck Long Muni ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

65% more capital invested

Capital invested by funds: $94.7M → $157M (+$62M)

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

32% more funds holding

Funds holding: 53 → 70 (+17)

9.35% more ownership

Funds ownership: 49.69% → 59.04% (+9.4%)

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
23
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.56M
3
OAJ
Ogorek Anthony Joseph
New York
+$6.63M
4
RJA
Raymond James & Associates
Florida
+$5.46M
5
Wells Fargo
Wells Fargo
California
+$3.5M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$8.29M
2
AWE
Avidian Wealth Enterprises
Texas
-$3.85M
3
LI
LMCG Investments
Massachusetts
-$812K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$742K
5
Jane Street
Jane Street
New York
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$27.8M +$16.4M +959,102 +151%
RJA
2
Raymond James & Associates
Florida
$14.7M +$5.46M +318,990 +61%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$13.4M +$7.56M +441,853 +135%
OAJ
4
Ogorek Anthony Joseph
New York
$8.28M +$6.63M +387,243 +445%
AWE
5
Avidian Wealth Enterprises
Texas
$8.03M -$3.85M -224,746 -33%
UBS Group
6
UBS Group
Switzerland
$7.61M +$1.38M +80,880 +23%
TIM
7
Tortoise Investment Management
New York
$7.14M +$1.5M +87,546 +27%
CI
8
CX Institutional
Indiana
$6.85M +$356K +20,828 +6%
Wells Fargo
9
Wells Fargo
California
$6.14M +$3.5M +204,527 +139%
CWP
10
Cyndeo Wealth Partners
Florida
$4.63M +$4.54M +265,209 New
Stifel Financial
11
Stifel Financial
Missouri
$3.27M +$2.66M +155,679 +489%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.89M +$1.98M +115,795 +234%
3LCM
13
3D/L Capital Management
Connecticut
$2.77M +$2.72M +158,909 New
LPL Financial
14
LPL Financial
California
$2.58M -$180K -10,493 -7%
Truist Financial
15
Truist Financial
North Carolina
$2.51M +$2.46M +143,494 New
AWG
16
Altus Wealth Group
Colorado
$2.41M +$2.36M +138,072 New
MFG
17
MidWestOne Financial Group
Iowa
$2.33M +$7.73K +452 +0.3%
Morgan Stanley
18
Morgan Stanley
New York
$2.26M +$162K +9,452 +8%
MWAM
19
Manhattan West Asset Management
California
$2.19M -$685K -40,058 -24%
BC
20
Bartlett & Co
Ohio
$1.55M +$129K +7,514 +9%
BCWM
21
Bartlett & Co Wealth Management
Ohio
$1.55M +$129K +7,514 +9%
1WM
22
1900 Wealth Management
Texas
$1.51M +$1.48M +86,579 New
Ameriprise
23
Ameriprise
Minnesota
$1.49M -$117K -6,821 -7%
AA
24
AlphaQ Advisors
Florida
$1.45M +$1.42M +82,895 New
AFP
25
Ausdal Financial Partners
Iowa
$1.39M +$1.01K +59 +0.1%
1
2 3

MLN Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q4 2022, worth a combined $157M — up 65% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MLN positions and 4 closed out — a net gain of 19 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $16.4M. The largest seller was Confluence Investment Management, cutting an estimated $8.29M.

  • 70 institutional investors held VanEck Long Muni ETF (MLN) as of Q4 2022, up from 53 in Q3 2022.
  • Funds reported $157M of VanEck Long Muni ETF stock for Q4 2022, up 65% quarter-over-quarter.
  • 23 funds opened new VanEck Long Muni ETF positions in Q4 2022 and 4 closed out, a net change of +19 holders.
  • The largest VanEck Long Muni ETF buyer in Q4 2022 was Bank of America, an estimated $16.4M added.
  • The largest VanEck Long Muni ETF seller in Q4 2022 was Confluence Investment Management, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2022.