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VanEck Long Muni ETF
MLN

85 hedge funds and large institutions have $323M invested in VanEck Long Muni ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $253M → $323M (+$70.3M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

4% more funds holding

Funds holding: 82 → 85 (+3)

2.59% more ownership

Funds ownership: 72.9% → 75.49% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
33
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.3M
2
CI
CX Institutional
Indiana
+$15.6M
3
Morgan Stanley
Morgan Stanley
New York
+$11.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.4M
5
Jane Street
Jane Street
New York
+$5.62M

Top Sellers

1
LPL Financial
LPL Financial
California
-$8.52M
2
GVAG
Great Valley Advisor Group
Delaware
-$5.79M
3
3LCM
3D/L Capital Management
Connecticut
-$2.42M
4
EC
Estate Counselors
Wisconsin
-$2.2M
5
EFS
Econ Financial Services
Pennsylvania
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$65.8M +$33.3M +1,901,901 +93%
RJA
2
Raymond James & Associates
Florida
$31.4M +$5.03M +287,123 +18%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$24.2M +$10.4M +594,092 +69%
CI
4
CX Institutional
Indiana
$22.6M +$15.6M +887,573 +190%
Morgan Stanley
5
Morgan Stanley
New York
$19.2M +$11.7M +668,926 +139%
AWE
6
Avidian Wealth Enterprises
Texas
$11M -$600K -34,224 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.51M +$2.95M +168,372 +42%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.07M +$799K +45,614 +10%
AFG
9
ABLE Financial Group
Arizona
$7.7M +$1.32M +75,268 +20%
OAJ
10
Ogorek Anthony Joseph
New York
$7.57M -$480K -27,413 -6%
CWP
11
Cyndeo Wealth Partners
Florida
$6.85M -$565K -32,221 -7%
UBS Group
12
UBS Group
Switzerland
$6.63M +$604K +34,481 +10%
SPIA
13
Steward Partners Investment Advisory
New York
$6.47M +$2.63M +150,025 +63%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$5.9M +$12.1K +692 +0.2%
Jane Street
15
Jane Street
New York
$5.36M +$5.62M +320,913 New
MWAM
16
Manhattan West Asset Management
California
$5.24M +$2.05M +116,730 +57%
BWM
17
Brown Wealth Management
Illinois
$5.23M +$5.49M +313,125 New
TC
18
TownSquare Capital
Utah
$5.23M +$5.49M +313,125 New
AWM
19
AE Wealth Management
Kansas
$5.08M +$3.11M +177,328 +140%
TIM
20
Tortoise Investment Management
New York
$4.74M -$566K -32,319 -10%
LPL Financial
21
LPL Financial
California
$4.39M -$8.52M -486,098 -65%
ACP
22
Aveo Capital Partners
Colorado
$4.12M -$649K -37,009 -13%
1WM
23
1900 Wealth Management
Texas
$3.46M +$3.62M +206,818 New
HighTower Advisors
24
HighTower Advisors
Illinois
$3.05M +$2.85M +162,561 +819%
EWM
25
Elmwood Wealth Management
California
$3.02M +$3.16M +180,551 New
1
2 3 4

MLN Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q3 2023, worth a combined $323M — up 28% from $253M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MLN positions and 12 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $33.3M. The largest seller was LPL Financial, cutting an estimated $8.52M.

  • 85 institutional investors held VanEck Long Muni ETF (MLN) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $323M of VanEck Long Muni ETF stock for Q3 2023, up 28% quarter-over-quarter.
  • 15 funds opened new VanEck Long Muni ETF positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest VanEck Long Muni ETF buyer in Q3 2023 was Bank of America, an estimated $33.3M added.
  • The largest VanEck Long Muni ETF seller in Q3 2023 was LPL Financial, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2023.