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VanEck Short High Yield Muni ETF

120 hedge funds and large institutions have $249M invested in VanEck Short High Yield Muni ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $210M → $249M (+$39.2M)

11.23% more ownership

Funds ownership: 57.67%68.91% (+11%)

9% more funds holding

Funds holding: 110120 (+10)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
39
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$1.86M -$596K -27,429 -25%
KC
27
Kades & Cheifetz
Pennsylvania
$1.81M -$145K -6,664 -8%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.68M -$923K -42,474 -36%
CAN
29
Cetera Advisor Networks
California
$1.59M +$287K +13,219 +22%
SI
30
Stephens Inc
Arkansas
$1.45M +$16.7K +771 +1%
CCMG
31
Clark Capital Management Group
Pennsylvania
$1.39M +$1.37M +62,844 New
NGA
32
Naples Global Advisors
Florida
$1.31M -$633K -29,140 -33%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.14M +$308K +14,161 +38%
NA
34
NewEdge Advisors
Louisiana
$1.03M -$52.7K -2,428 -5%
ML
35
McAdam LLC
Pennsylvania
$1.03M +$75.6K +3,479 +8%
DAS
36
Dynamic Advisor Solutions
Arizona
$994K -$168K -7,715 -15%
JSA
37
Jacobson & Schmitt Advisors
Wisconsin
$987K +$73.9K +3,401 +8%
DIA
38
Dean Investment Associates
Ohio
$907K
KAS
39
Kestra Advisory Services
Texas
$886K +$227K +10,444 +35%
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$876K -$826 -38 -0.1%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$859K +$56.5K +2,600 +7%
SFG
42
StrategIQ Financial Group
Indiana
$695K +$151K +6,939 +28%
BMCM
43
Bryn Mawr Capital Management
Pennsylvania
$643K +$631K +29,041 New
Citadel Advisors
44
Citadel Advisors
Florida
$628K -$1.16M -53,538 -65%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$620K -$5.65K -260 -0.9%
C
46
Croban
Ohio
$585K +$566K +26,057 New
CIA
47
Concurrent Investment Advisors
Florida
$580K +$569K +26,201 New
OAM
48
Occidental Asset Management
California
$571K -$267K -12,307 -32%
OIA
49
OneDigital Investment Advisors
Kansas
$571K -$204K -9,373 -27%
IWP
50
Innova Wealth Partners
Pennsylvania
$522K -$147K -6,768 -22%

SHYD Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2023, worth a combined $249M — up 19% from $210M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHYD positions and 17 closed out — a net gain of 11 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.7M. The largest seller was Capital Analysts LLC, cutting an estimated $8.16M.

  • 120 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $249M of VanEck Short High Yield Muni ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 28 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2023 and 17 closed out, a net change of +11 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.7M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2023 was Capital Analysts LLC, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2023.