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VanEck Short High Yield Muni ETF

73 hedge funds and large institutions have $126M invested in VanEck Short High Yield Muni ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $110M → $126M (+$16.1M)

14% more funds holding

Funds holding: 6473 (+9)

9.93% more ownership

Funds ownership: 68.38%78.31% (+9.9%)

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
37
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
51
Clark Capital Management Group
Pennsylvania
$313K +$27.3K +1,084 +10%
PA
52
PFG Advisors
Arizona
$309K +$35.2K +1,399 +13%
Loomis, Sayles & Company
53
Loomis, Sayles & Company
Massachusetts
$252K
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$240K +$239K +9,509 New
IWS
55
Insight Wealth Strategies
California
$237K +$1.89K +75 +0.8%
RA
56
RFG Advisory
Alabama
$219K +$218K +8,686 New
ECM
57
Evergreen Capital Management
Washington
$202K +$201K +8,000 New
AMC
58
Asset Management Corp
Illinois
$202K +$202K +8,017 New
IA
59
IFP Advisors
Florida
$164K -$447K -17,772 -73%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$134K +$29.7K +1,181 +29%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$116K +$116K +4,600 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$104K
APA
63
American Portfolios Advisors
New York
$74.5K
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$4.45K +177 +7%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$45K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$39K
MIFH
67
Migdal Insurance & Financial Holdings
Israel
$37K
IBOK
68
Independence Bank of Kentucky
Kentucky
$19K
BlackRock
69
BlackRock
New York
$18K
SBL
70
Sargent Bickham Lagudis
Colorado
$14K +$101 +4 +0.7%
CFGS
71
Concourse Financial Group Securities
Alabama
$11K +$10.5K +419 New
AA
72
AlphaMark Advisors
Kentucky
$5K -$3.02K -120 -38%
AP
73
Advisors Preferred
Maryland
-$666K -26,440 Closed
TSS
74
Two Sigma Securities
New York
-$219K -8,694 Closed
AIS
75
Accurate Investment Solutions
Pennsylvania
-$50K -2,000 Closed

SHYD Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2019, worth a combined $126M — up 15% from $110M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SHYD positions and 3 closed out — a net gain of 10 holders — while 37 added to existing stakes and 11 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.4M. The largest seller was Estate Counselors, cutting an estimated $1.2M.

  • 73 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2019, up from 64 in Q3 2019.
  • Funds reported $126M of VanEck Short High Yield Muni ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 13 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2019 and 3 closed out, a net change of +10 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2019 was Truist Financial, an estimated $10.4M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2019 was Estate Counselors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2019.