We are live on ! Find out more
SHYD icon

VanEck Short High Yield Muni ETF

110 hedge funds and large institutions have $210M invested in VanEck Short High Yield Muni ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 108110 (+2)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

3% less capital invested

Capital invested by funds: $218M → $210M (-$7.48M)

94.77% less ownership

Funds ownership: 152.44%57.67% (-95%)

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
41
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
26
Breakwater Capital Group
New Jersey
$1.64M -$43K -1,949 -2%
SI
27
Stephens Inc
Arkansas
$1.4M +$7.81K +354 +0.6%
CAN
28
Cetera Advisor Networks
California
$1.27M -$849K -38,482 -40%
DAS
29
Dynamic Advisor Solutions
Arizona
$1.14M +$74K +3,354 +7%
FTUS
30
Flow Traders U.S.
New York
$1.08M -$1.48M -66,886 -57%
NA
31
NewEdge Advisors
Louisiana
$1.07M +$121K +5,466 +12%
SPC
32
Sigma Planning Corp
Michigan
$1.05M -$34K -1,542 -3%
ML
33
McAdam LLC
Pennsylvania
$933K -$154K -6,961 -14%
JSA
34
Jacobson & Schmitt Advisors
Wisconsin
$891K +$93.4K +4,235 +11%
DIA
35
Dean Investment Associates
Ohio
$886K +$128K +5,800 +16%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$856K -$124K -5,630 -12%
OAM
37
Occidental Asset Management
California
$824K +$8.96K +406 +1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$811K +$16.5K +746 +2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$783K +$221K +10,007 +38%
OIA
40
OneDigital Investment Advisors
Kansas
$760K +$309 +14 +0%
IWP
41
Innova Wealth Partners
Pennsylvania
$656K -$882 -40 -0.1%
Creative Planning
42
Creative Planning
Kansas
$653K -$750K -33,990 -53%
KAS
43
Kestra Advisory Services
Texas
$640K +$298K +13,499 +84%
FFA
44
First Foundation Advisors
California
$635K +$9K +408 +1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$612K +$44.1K +2,000 +8%
ACG
46
Allen Capital Group
Nebraska
$568K +$41K +1,859 +8%
TIM
47
Tortoise Investment Management
New York
$564K -$140K -6,325 -20%
SFG
48
StrategIQ Financial Group
Indiana
$529K +$131K +5,942 +32%
GVAG
49
Great Valley Advisor Group
Delaware
$529K +$24K +1,086 +5%
SSW
50
Stone Summit Wealth
Florida
$527K -$27.6K -1,251 -5%

SHYD Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q3 2023, worth a combined $210M — down 3.4% from $218M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHYD positions and 8 closed out — a net gain of 2 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.5M. The largest seller was Fragasso Financial Advisors, exiting entirely with an estimated $3.85M sold.

  • 110 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q3 2023, up from 108 in Q2 2023.
  • Funds reported $210M of VanEck Short High Yield Muni ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 10 funds opened new VanEck Short High Yield Muni ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q3 2023 was LPL Financial, an estimated $4.5M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q3 2023 was Fragasso Financial Advisors, an estimated $3.85M sold.

Based on aggregated 13F filings for Q3 2023.