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VanEck Short High Yield Muni ETF

110 hedge funds and large institutions have $210M invested in VanEck Short High Yield Muni ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 108110 (+2)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

3% less capital invested

Capital invested by funds: $218M → $210M (-$7.48M)

94.77% less ownership

Funds ownership: 152.44%57.67% (-95%)

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
41
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$526K -$42.5K -1,926 -7%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$508K +$519K +23,516 New
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$476K -$47.5K -2,155 -9%
MA
54
Mutual Advisors
Nebraska
$474K
SFM
55
Signet Financial Management
New Jersey
$460K -$2.52M -114,183 -84%
DC
56
Davenport & Co
Virginia
$432K -$146K -6,605 -25%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$432K +$145K +6,596 +49%
PA
58
PFG Advisors
Arizona
$391K +$20K +905 +5%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$386K
AI
60
Auour Investments
Massachusetts
$383K -$60K -2,718 -13%
BRWA
61
B. Riley Wealth Advisors
Florida
$380K -$11K -500 -3%
AWM
62
AE Wealth Management
Kansas
$372K -$22.8K -1,033 -6%
PAG
63
Private Advisor Group
New Jersey
$372K -$12.9K -587 -3%
KPWS
64
Kestra Private Wealth Services
Texas
$368K -$150K -6,811 -29%
NFG
65
Nations Financial Group
Iowa
$305K +$1.24K +56 +0.4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$295K +$301K +13,654 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$293K -$1.79K -81 -0.6%
MWC
68
MBM Wealth Consultants
Missouri
$293K +$296K +13,425 New
KWM
69
Kingsview Wealth Management
Oregon
$290K +$4.52K +205 +2%
NS
70
NBC Securities
Alabama
$281K +$287K +13,010 New
EGA
71
Eagle Global Advisors
Texas
$279K
QWM
72
QP Wealth Management
New Jersey
$263K +$17.2K +780 +7%
MML Investors Services
73
MML Investors Services
Massachusetts
$259K -$986K -44,711 -79%
Stifel Financial
74
Stifel Financial
Missouri
$234K -$23.8K -1,080 -9%
Comerica Bank
75
Comerica Bank
Texas
$234K +$238K +10,811 New

SHYD Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q3 2023, worth a combined $210M — down 3.4% from $218M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHYD positions and 8 closed out — a net gain of 2 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.5M. The largest seller was Fragasso Financial Advisors, exiting entirely with an estimated $3.85M sold.

  • 110 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q3 2023, up from 108 in Q2 2023.
  • Funds reported $210M of VanEck Short High Yield Muni ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 10 funds opened new VanEck Short High Yield Muni ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q3 2023 was LPL Financial, an estimated $4.5M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q3 2023 was Fragasso Financial Advisors, an estimated $3.85M sold.

Based on aggregated 13F filings for Q3 2023.