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VanEck Long Muni ETF

101 hedge funds and large institutions have $408M invested in VanEck Long Muni ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

26% more capital invested

Capital invested by funds: $323M → $408M (+$85.5M)

19% more funds holding

Funds holding: 85101 (+16)

8.51% more ownership

Funds ownership: 75.49%84% (+8.5%)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
31
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$80.8M +$8.37M +487,827 +12%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$42.5M +$15.1M +880,232 +61%
Morgan Stanley
3
Morgan Stanley
New York
$31.4M +$9.82M +572,290 +50%
RJA
4
Raymond James & Associates
Florida
$29M -$4.93M -287,303 -15%
AllianceBernstein
5
AllianceBernstein
Tennessee
$27.4M +$25.7M +1,500,105 New
AWE
6
Avidian Wealth Enterprises
Texas
$12.9M +$797K +46,481 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.8M +$2.28M +133,199 +23%
CI
8
CX Institutional
Indiana
$10.8M -$13.1M -761,752 -56%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.2M +$1.26M +73,664 +15%
GA
10
Gateway Advisory
New Jersey
$9.07M +$8.52M +496,898 New
OAJ
11
Ogorek Anthony Joseph
New York
$8.25M -$23.9K -1,396 -0.3%
AWM
12
AE Wealth Management
Kansas
$8.18M +$2.65M +154,744 +51%
Stifel Financial
13
Stifel Financial
Missouri
$7.85M +$5.26M +306,399 +247%
WJA
14
Willis Johnson & Associates
Texas
$7.06M +$6.64M +386,910 New
AFG
15
ABLE Financial Group
Arizona
$6.6M -$1.69M -98,723 -21%
MWAM
16
Manhattan West Asset Management
California
$6.29M +$397K +23,129 +7%
UBS Group
17
UBS Group
Switzerland
$5.44M -$1.69M -98,307 -25%
CWP
18
Cyndeo Wealth Partners
Florida
$5.14M -$2.2M -128,134 -31%
TIM
19
Tortoise Investment Management
New York
$4.43M -$705K -41,085 -14%
Wells Fargo
20
Wells Fargo
California
$4.3M +$1.17M +68,197 +41%
LPL Financial
21
LPL Financial
California
$4.27M -$486K -28,328 -11%
CIM
22
Confluence Investment Management
Missouri
$4.14M +$3.89M +226,755 New
PA
23
Pineridge Advisors
Missouri
$4.13M +$3.88M +226,364 New
AI
24
Atria Investments
North Carolina
$3.93M +$3.69M +215,216 New
LNC
25
Lincoln National Corp
Pennsylvania
$3.65M +$3.43M +200,230 New

MLN Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Long Muni ETF (MLN) for Q4 2023, worth a combined $408M — up 26% from $323M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLN positions and 15 closed out — a net gain of 16 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $25.7M. The largest seller was CX Institutional, cutting an estimated $13.1M.

  • 101 institutional investors held VanEck Long Muni ETF (MLN) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $408M of VanEck Long Muni ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 31 funds opened new VanEck Long Muni ETF positions in Q4 2023 and 15 closed out, a net change of +16 holders.
  • The largest VanEck Long Muni ETF buyer in Q4 2023 was AllianceBernstein, an estimated $25.7M added.
  • The largest VanEck Long Muni ETF seller in Q4 2023 was CX Institutional, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.