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VanEck Short High Yield Muni ETF

68 hedge funds and large institutions have $111M invested in VanEck Short High Yield Muni ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 7368 (-5)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

24% less capital invested

Capital invested by funds: $146M → $111M (-$35M)

28.58% less ownership

Funds ownership: 101.51%72.93% (-29%)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$250K -$52.3K -2,300 -18%
BMCM
52
Bryn Mawr Capital Management
Pennsylvania
$242K -$115K -5,064 -33%
IWS
53
Insight Wealth Strategies
California
$228K +$1.87K +82 +0.9%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$212K -$43.2K -1,899 -18%
AL
55
Aspiriant LLC
California
$202K +$192K +8,460 New
WT
56
Whittier Trust
California
$100K
IA
57
IFP Advisors
Florida
$98K -$52.5K -2,307 -36%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$98K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$5.1K -224 -7%
CAN
60
Cetera Advisor Networks
California
$45K +$42.6K +1,871 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$39K
AA
62
AlphaCentric Advisors
Puerto Rico
$25K +$23.9K +1,050 New
APA
63
American Portfolios Advisors
New York
$21.7K -$143K -6,300 -87%
IBOK
64
Independence Bank of Kentucky
Kentucky
$18K
MIFH
65
Migdal Insurance & Financial Holdings
Israel
$10K -$9.92K -436 -51%
BlackRock
66
BlackRock
New York
$10K +$432 +19 +5%
CFGS
67
Concourse Financial Group Securities
Alabama
$5K +$159 +7 +3%
AA
68
AlphaMark Advisors
Kentucky
$1K
MC
69
Matisse Capital
Oregon
-$1.18M -52,267 Closed
NA
70
NewEdge Advisors
Louisiana
-$387K -17,186 Closed
CCMG
71
Clark Capital Management Group
Pennsylvania
-$333K -14,773 Closed
SWA
72
Stratos Wealth Advisors
Ohio
-$58K -2,587 Closed
ASN
73
Advisory Services Network
Georgia
-$43K -1,904 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
-$27K -1,183 Closed
DWM
75
Darwin Wealth Management
Florida
-$25K -1,120 Closed

SHYD Hedge Fund Activity: Q2 2020 in Review

68 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2020, worth a combined $111M — down 24% from $146M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SHYD and 6 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 24 added.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Bank of America, cutting an estimated $20.9M.

  • 68 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2020, down from 73 in Q1 2020.
  • Funds reported $111M of VanEck Short High Yield Muni ETF stock for Q2 2020, down 24% quarter-over-quarter.
  • 6 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2020 and 11 closed out, a net change of -5 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2020 was LPL Financial, an estimated $1.59M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2020 was Bank of America, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2020.