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VanEck Short High Yield Muni ETF

57 hedge funds and large institutions have $92.4M invested in VanEck Short High Yield Muni ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $73.4M → $92.4M (+$19.1M)

11.16% more ownership

Funds ownership: 47.32%58.48% (+11%)

8% more funds holding

Funds holding: 5357 (+4)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% 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
0.04%
New
11
Increased
28
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$623K -$25.9K -1,061 -4%
LFAS
27
Level Four Advisory Services
Texas
$528K +$141K +5,765 +37%
FFA
28
First Foundation Advisors
California
$513K +$55.2K +2,261 +12%
AP
29
Advisors Preferred
Maryland
$501K +$495K +20,290 New
CFS
30
Ceros Financial Services
Maryland
$501K +$495K +20,290 New
PFS
31
Prospera Financial Services
Texas
$446K +$442K +18,091 New
AG
32
Advisor Group
Arizona
$424K +$134K +5,478 +47%
CAM
33
Caprin Asset Management
Virginia
$403K +$12.5K +511 +3%
PAG
34
Private Advisor Group
New Jersey
$368K +$363K +14,889 New
FAAS
35
First Allied Advisory Services
California
$342K +$23K +943 +7%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$334K +$30K +1,230 +10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$310K +$45K +1,845 +17%
NA
38
NewEdge Advisors
Louisiana
$308K +$304K +12,451 New
HB
39
Homrich & Berg
Georgia
$307K -$51.2K -2,098 -14%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$247K
WP
41
WealthSource Partners
California
$235K
CCMG
42
Clark Capital Management Group
Pennsylvania
$221K -$24.1K -988 -10%
BCA
43
Bay Colony Advisors
Massachusetts
$201K +$198K +8,126 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$102K +$101K +4,133 New
APA
45
American Portfolios Advisors
New York
$73K +$7.45K +305 +12%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$54K +2,213 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$39K +$37.7K +1,545 New
MIFH
48
Migdal Insurance & Financial Holdings
Israel
$36K
BFEC
49
Benjamin F. Edwards & Company
Missouri
$32K
RCAG
50
Rehmann Capital Advisory Group
Michigan
$25.4K +$25K +1,026 New

SHYD Hedge Fund Activity: Q1 2019 in Review

57 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2019, worth a combined $92.4M — up 26% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SHYD positions and 7 closed out — a net gain of 4 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was Estate Counselors, adding an estimated $10.2M. The largest seller was New England Investment & Retirement Group, exiting entirely with an estimated $1.22M sold.

  • 57 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2019, up from 53 in Q4 2018.
  • Funds reported $92.4M of VanEck Short High Yield Muni ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 11 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2019 and 7 closed out, a net change of +4 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2019 was Estate Counselors, an estimated $10.2M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2019 was New England Investment & Retirement Group, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2019.