We are live on ! Find out more
SHYD icon

VanEck Short High Yield Muni ETF
SHYD

109 hedge funds and large institutions have $207M invested in VanEck Short High Yield Muni ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.84% less ownership

Funds ownership: 68.91% → 63.07% (-5.8%)

9% less funds holding

Funds holding: 120 → 109 (-11)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

17% less capital invested

Capital invested by funds: $249M → $207M (-$42.3M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.99M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.54M
3
DWM
Dakota Wealth Management
Florida
+$2.72M
4
UBS Group
UBS Group
Switzerland
+$1.45M
5
Bank of America
Bank of America
North Carolina
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$21M
2
Jane Street
Jane Street
New York
-$13M
3
GSIS
Global Strategic Investment Solutions
Arizona
-$7.23M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.69M
5
FTUS
Flow Traders U.S.
New York
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$1.41M -$465K -20,958 -25%
NGA
27
Naples Global Advisors
Florida
$1.23M -$98.2K -4,425 -7%
NA
28
NewEdge Advisors
Louisiana
$1.16M +$108K +4,882 +10%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$1.09M +$1.08M +48,741 New
Osaic Holdings
30
Osaic Holdings
Arizona
$1.06M -$637K -28,675 -38%
CAN
31
Cetera Advisor Networks
California
$1.04M -$573K -25,816 -36%
DAS
32
Dynamic Advisor Solutions
Arizona
$1.01M +$1.82K +82 +0.2%
JSA
33
Jacobson & Schmitt Advisors
Wisconsin
$1M +$3.46K +156 +0.3%
ML
34
McAdam LLC
Pennsylvania
$995K -$50.4K -2,268 -5%
KAS
35
Kestra Advisory Services
Texas
$963K +$64.9K +2,922 +7%
DIA
36
Dean Investment Associates
Ohio
$919K – – –
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$895K +$25K +1,125 +3%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$887K – – –
CFP
39
Cascade Financial Partners
California
$840K +$842K +37,937 New
SPC
40
Sigma Planning Corp
Michigan
$802K +$462K +20,789 +139%
WA
41
Waverly Advisors
Alabama
$780K +$773K +34,799 New
RWB
42
RMR Wealth Builders
New Jersey
$654K +$136K +6,120 +27%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$639K +$10.8K +486 +2%
BMCM
44
Bryn Mawr Capital Management
Pennsylvania
$588K -$62.4K -2,812 -10%
OAM
45
Occidental Asset Management
California
$588K +$9.28K +418 +2%
CIA
46
Concurrent Investment Advisors
Florida
$587K – – –
OIA
47
OneDigital Investment Advisors
Kansas
$578K – – –
CA
48
Cetera Advisors
Colorado
$553K +$548K +24,685 New
IWP
49
Innova Wealth Partners
Pennsylvania
$528K – – –
MCM
50
MAI Capital Management
Ohio
$506K +$501K +22,575 New
1
2
3 4 5

SHYD Hedge Fund Activity: Q1 2024 in Review

109 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2024, worth a combined $207M — down 17% from $249M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SHYD and 8 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 36 added.

The largest buyer was Citadel Advisors, adding an estimated $5.99M. The largest seller was Morgan Stanley, cutting an estimated $21M.

  • 109 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2024, down from 120 in Q4 2023.
  • Funds reported $207M of VanEck Short High Yield Muni ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 8 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2024 and 15 closed out, a net change of -7 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2024 was Citadel Advisors, an estimated $5.99M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2024 was Morgan Stanley, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2024.