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VanEck Short High Yield Muni ETF

108 hedge funds and large institutions have $218M invested in VanEck Short High Yield Muni ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

2.05% more ownership

Funds ownership: 150.4%152.44% (+2%)

3% more capital invested

Capital invested by funds: $212M → $218M (+$5.43M)

4% less funds holding

Funds holding: 113108 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
43
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
26
Naples Global Advisors
Florida
$1.99M -$335K -15,050 -14%
KC
27
Kades & Cheifetz
Pennsylvania
$1.96M +$30.7K +1,381 +2%
BCG
28
Breakwater Capital Group
New Jersey
$1.75M -$284K -12,769 -14%
SI
29
Stephens Inc
Arkansas
$1.43M +$1.43M +64,228 New
Creative Planning
30
Creative Planning
Kansas
$1.43M +$166K +7,444 +13%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.26M +$113K +5,081 +10%
ML
32
McAdam LLC
Pennsylvania
$1.12M -$17.6K -792 -2%
SPC
33
Sigma Planning Corp
Michigan
$1.11M +$37.3K +1,675 +3%
DAS
34
Dynamic Advisor Solutions
Arizona
$1.1M -$89.5K -4,024 -8%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$1.01M +$28.3K +1,271 +3%
NA
36
NewEdge Advisors
Louisiana
$977K -$25.9K -1,162 -3%
HWA
37
Heartwood Wealth Advisors
Virginia
$918K -$468K -21,043 -34%
OAM
38
Occidental Asset Management
California
$841K +$81.8K +3,678 +11%
JSA
39
Jacobson & Schmitt Advisors
Wisconsin
$824K -$446K -20,027 -35%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$820K -$43K -1,932 -5%
FWA
41
FOCUS Wealth Advisors
Texas
$801K -$129K -5,790 -14%
DIA
42
Dean Investment Associates
Ohio
$785K
OIA
43
OneDigital Investment Advisors
Kansas
$784K +$10.2K +459 +1%
TIM
44
Tortoise Investment Management
New York
$722K -$305K -13,690 -30%
IWP
45
Innova Wealth Partners
Pennsylvania
$678K -$23.1K -1,040 -3%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$671K -$655K -29,453 -49%
FFA
47
First Foundation Advisors
California
$646K +$57.8K +2,597 +10%
CSI
48
Cross Staff Investments
New York
$607K
DC
49
Davenport & Co
Virginia
$593K +$59.6K +2,680 +11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$586K

SHYD Hedge Fund Activity: Q2 2023 in Review

108 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2023, worth a combined $218M — up 2.6% from $212M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SHYD and 11 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Allworth Financial, cutting an estimated $3.25M.

  • 108 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2023, down from 113 in Q1 2023.
  • Funds reported $218M of VanEck Short High Yield Muni ETF stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 11 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2023 and 15 closed out, a net change of -4 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2023 was Jane Street, an estimated $10.6M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2023 was Allworth Financial, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2023.