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VanEck Short High Yield Muni ETF

103 hedge funds and large institutions have $234M invested in VanEck Short High Yield Muni ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.91% more ownership

Funds ownership: 137.92%162.83% (+25%)

12% more capital invested

Capital invested by funds: $209M → $234M (+$25M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 102103 (+1)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
27
Reduced
36
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
26
Willis Johnson & Associates
Texas
$1.47M +$1.48M +65,216 New
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.4M -$60.1K -2,655 -4%
HWA
28
Heartwood Wealth Advisors
Virginia
$1.4M
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.38M +$981K +43,353 +238%
IA
30
IFP Advisors
Florida
$1.34M
SFM
31
Signet Financial Management
New Jersey
$1.26M +$1.27M +56,121 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.24M +$1.25M +55,305 New
DWM
33
Dakota Wealth Management
Florida
$1.22M -$167K -7,388 -12%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$35.7K -1,577 -3%
PA
35
Pinnacle Associates
New York
$1.06M -$60K -2,650 -5%
SPC
36
Sigma Planning Corp
Michigan
$1.02M +$74K +3,273 +8%
FWA
37
FOCUS Wealth Advisors
Texas
$937K
AP
38
Advisors Preferred
Maryland
$927K -$112K -4,940 -11%
CAG
39
Curtis Advisory Group
California
$898K +$23.3K +1,030 +3%
BOPW
40
Brandywine Oak Private Wealth
Pennsylvania
$835K -$464K -20,524 -36%
DIA
41
Dean Investment Associates
Ohio
$791K
OMC
42
Old Mission Capital
Illinois
$784K +$467K +20,650 +145%
MPW
43
Melone Private Wealth
Michigan
$773K +$5.14K +227 +0.7%
IWP
44
Innova Wealth Partners
Pennsylvania
$766K +$13.1K +580 +2%
OAM
45
Occidental Asset Management
California
$722K -$27.8K -1,230 -4%
EGA
46
Eagle Global Advisors
Texas
$660K -$217K -9,600 -25%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$658K -$48.7K -2,154 -7%
SMG
48
Smart Money Group
Texas
$646K -$106K -4,680 -14%
OIA
49
OneDigital Investment Advisors
Kansas
$643K +$647K +28,619 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$641K +$50K +2,208 +8%

SHYD Hedge Fund Activity: Q2 2022 in Review

103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2022, worth a combined $234M — up 12% from $209M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SHYD positions and 18 closed out — a net gain of 1 holder — while 27 added to existing stakes and 36 trimmed.

The largest buyer was Pinnacle Wealth Planning Services, opening a new position worth an estimated $18.7M. The largest seller was Aberdeen Group, exiting entirely with an estimated $4.64M sold.

  • 103 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2022, up from 102 in Q1 2022.
  • Funds reported $234M of VanEck Short High Yield Muni ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 19 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2022 and 18 closed out, a net change of +1 holder.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2022 was Pinnacle Wealth Planning Services, an estimated $18.7M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2022 was Aberdeen Group, an estimated $4.64M sold.

Based on aggregated 13F filings for Q2 2022.