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VanEck Long Muni ETF
MLN

82 hedge funds and large institutions have $253M invested in VanEck Long Muni ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

17% more capital invested

Capital invested by funds: $216M → $253M (+$36.2M)

6% more funds holding

Funds holding: 77 → 82 (+5)

1% more ownership

Funds ownership: 71.9% → 72.9% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
34
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$12.4M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.31M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.25M
4
ACP
Aveo Capital Partners
Colorado
+$5.08M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.75M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.43M
2
AWE
Avidian Wealth Enterprises
Texas
-$2.15M
3
Morgan Stanley
Morgan Stanley
New York
-$1.28M
4
SWRP
Summit Wealth & Retirement Planning
California
-$1.21M
5
Osaic Holdings
Osaic Holdings
Arizona
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$36.5M -$3.43M -191,832 -9%
RJA
2
Raymond James & Associates
Florida
$28.6M +$12.4M +692,068 +77%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15.4M +$1.62M +90,332 +12%
LPL Financial
4
LPL Financial
California
$13.4M +$1.11M +62,084 +9%
AWE
5
Avidian Wealth Enterprises
Texas
$12.4M -$2.15M -119,901 -15%
Morgan Stanley
6
Morgan Stanley
New York
$8.64M -$1.28M -71,619 -13%
OAJ
7
Ogorek Anthony Joseph
New York
$8.63M +$20K +1,115 +0.2%
CI
8
CX Institutional
Indiana
$8.39M -$253K -14,154 -3%
CWP
9
Cyndeo Wealth Partners
Florida
$7.94M +$395K +22,047 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.85M +$898K +50,172 +13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.2M +$6.25M +349,034 +672%
AFG
12
ABLE Financial Group
Arizona
$6.92M +$1.08M +60,380 +19%
UBS Group
13
UBS Group
Switzerland
$6.5M +$130K +7,256 +2%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$6.33M +$6.31M +352,532 New
GVAG
15
Great Valley Advisor Group
Delaware
$5.79M +$789K +44,066 +16%
TIM
16
Tortoise Investment Management
New York
$5.67M -$312K -17,439 -5%
ACP
17
Aveo Capital Partners
Colorado
$5.09M +$5.08M +283,816 New
SPIA
18
Steward Partners Investment Advisory
New York
$4.26M +$1.75M +97,934 +70%
MWAM
19
Manhattan West Asset Management
California
$3.68M +$903K +50,412 +33%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.38M -$212K -11,840 -6%
Truist Financial
21
Truist Financial
North Carolina
$2.91M -$28.3K -1,583 -1%
Wells Fargo
22
Wells Fargo
California
$2.64M -$83.8K -4,680 -3%
ML
23
McAdam LLC
Pennsylvania
$2.6M +$10.7K +596 +0.4%
AWG
24
Altus Wealth Group
Colorado
$2.59M -$28.6K -1,598 -1%
EC
25
Estate Counselors
Wisconsin
$2.57M +$1.41M +78,800 +122%
1
2 3 4

MLN Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q2 2023, worth a combined $253M — up 17% from $216M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MLN positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $12.4M. The largest seller was Bank of America, cutting an estimated $3.43M.

  • 82 institutional investors held VanEck Long Muni ETF (MLN) as of Q2 2023, up from 77 in Q1 2023.
  • Funds reported $253M of VanEck Long Muni ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 11 funds opened new VanEck Long Muni ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest VanEck Long Muni ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $12.4M added.
  • The largest VanEck Long Muni ETF seller in Q2 2023 was Bank of America, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2023.