VanEck Short High Yield Muni ETF
SHYD
57 hedge funds and large institutions have $92.4M invested in VanEck Short High Yield Muni ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 7 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
26% more capital invested
Capital invested by funds: $73.4M → $92.4M (+$19.1M)
11.16% more ownership
Funds ownership: 47.32% → 58.48% (+11%)
8% more funds holding
Funds holding: 53 → 57 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$10.2M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.76M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$1.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$761K |
| 5 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$682K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$1.22M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$610K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$425K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$292K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
BlackRock
New York
| $25K | +$2.08K | +85 | +9% |
|
|
IBOK
52
Independence Bank of Kentucky
Owensboro,
Kentucky
| $19K | – | – | – |
|
|
SBL
53
Sargent Bickham Lagudis
Boulder,
Colorado
| $13K | +$98 | +4 | +0.8% |
|
|
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| $12K | +$12.2K | +500 | New |
|
|
PCM
55
Prelude Capital Management
New York
| $2K | – | – | – |
|
|
NEIRG
56
New England Investment & Retirement Group
North Andover,
Massachusetts
| – | -$1.22M | -50,571 | Closed |
|
|
RJA
57
Raymond James & Associates
St Petersburg,
Florida
| – | -$610K | -25,196 | Closed |
|
|
58
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$292K | -12,048 | Closed |
|
|
SEIA
59
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$277K | -11,462 | Closed |
|
|
BWA
60
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$112K | -4,618 | Closed |
|
|
DWM
61
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$9K | -360 | Closed |
|
|
AIC
62
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5K | -204 | Closed |
|
SHYD Hedge Fund Activity: Q1 2019 in Review
57 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2019, worth a combined $92.4M — up 26% from $73.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SHYD positions and 7 closed out — a net gain of 4 holders — while 28 added to existing stakes and 8 trimmed.
The largest buyer was Estate Counselors, adding an estimated $10.2M. The largest seller was New England Investment & Retirement Group, exiting entirely with an estimated $1.22M sold.
- 57 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2019, up from 53 in Q4 2018.
- Funds reported $92.4M of VanEck Short High Yield Muni ETF stock for Q1 2019, up 26% quarter-over-quarter.
- 11 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2019 and 7 closed out, a net change of +4 holders.
- The largest VanEck Short High Yield Muni ETF buyer in Q1 2019 was Estate Counselors, an estimated $10.2M added.
- The largest VanEck Short High Yield Muni ETF seller in Q1 2019 was New England Investment & Retirement Group, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2019.