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VanEck Long Muni ETF
MLN

77 hedge funds and large institutions have $216M invested in VanEck Long Muni ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

38% more capital invested

Capital invested by funds: $157M → $216M (+$59.6M)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

12.86% more ownership

Funds ownership: 59.04% → 71.9% (+13%)

10% more funds holding

Funds holding: 70 → 77 (+7)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
28
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.3M
2
LPL Financial
LPL Financial
California
+$9.6M
3
Morgan Stanley
Morgan Stanley
New York
+$7.55M
4
AWE
Avidian Wealth Enterprises
Texas
+$6.29M
5
GVAG
Great Valley Advisor Group
Delaware
+$4.96M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.55M
2
UBS Group
UBS Group
Switzerland
-$1.44M
3
Stifel Financial
Stifel Financial
Missouri
-$1.4M
4
TIM
Tortoise Investment Management
New York
-$1.34M
5
CIM
Confluence Investment Management
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$40.1M +$11.3M +632,029 +40%
RJA
2
Raymond James & Associates
Florida
$16.2M +$1.03M +57,930 +7%
AWE
3
Avidian Wealth Enterprises
Texas
$14.6M +$6.29M +352,783 +77%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.8M -$50.7K -2,843 -0.4%
LPL Financial
5
LPL Financial
California
$12.4M +$9.6M +538,635 +364%
Morgan Stanley
6
Morgan Stanley
New York
$9.96M +$7.55M +423,921 +328%
CI
7
CX Institutional
Indiana
$8.66M +$1.59M +89,447 +23%
OAJ
8
Ogorek Anthony Joseph
New York
$8.64M +$93.1K +5,225 +1%
CWP
9
Cyndeo Wealth Partners
Florida
$7.57M +$2.76M +154,911 +58%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.97M +$3.95M +221,657 +134%
UBS Group
11
UBS Group
Switzerland
$6.39M -$1.44M -80,680 -19%
TIM
12
Tortoise Investment Management
New York
$6.01M -$1.34M -75,260 -18%
AFG
13
ABLE Financial Group
Arizona
$5.85M +$5.79M +324,974 New
GVAG
14
Great Valley Advisor Group
Delaware
$5.01M +$4.96M +278,306 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.6M +$2.32M +130,269 +187%
Truist Financial
16
Truist Financial
North Carolina
$2.94M +$356K +19,979 +14%
MWAM
17
Manhattan West Asset Management
California
$2.78M +$515K +28,892 +23%
Wells Fargo
18
Wells Fargo
California
$2.74M -$3.55M -199,390 -57%
AWG
19
Altus Wealth Group
Colorado
$2.63M +$140K +7,875 +6%
3LCM
20
3D/L Capital Management
Connecticut
$2.62M -$243K -13,646 -9%
ML
21
McAdam LLC
Pennsylvania
$2.6M +$2.57M +144,437 New
SPIA
22
Steward Partners Investment Advisory
New York
$2.51M +$2.48M +139,332 New
MFG
23
MidWestOne Financial Group
Iowa
$2.44M +$39.5K +2,215 +2%
AWM
24
AE Wealth Management
Kansas
$2.07M +$2.05M +115,191 New
Osaic Holdings
25
Osaic Holdings
Arizona
$1.99M +$1.07M +60,050 +120%
1
2 3 4

MLN Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q1 2023, worth a combined $216M — up 38% from $157M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLN positions and 10 closed out — a net gain of 8 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $3.55M.

  • 77 institutional investors held VanEck Long Muni ETF (MLN) as of Q1 2023, up from 70 in Q4 2022.
  • Funds reported $216M of VanEck Long Muni ETF stock for Q1 2023, up 38% quarter-over-quarter.
  • 18 funds opened new VanEck Long Muni ETF positions in Q1 2023 and 10 closed out, a net change of +8 holders.
  • The largest VanEck Long Muni ETF buyer in Q1 2023 was Bank of America, an estimated $11.3M added.
  • The largest VanEck Long Muni ETF seller in Q1 2023 was Wells Fargo, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2023.