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VanEck Short High Yield Muni ETF
SHYD

120 hedge funds and large institutions have $249M invested in VanEck Short High Yield Muni ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $210M → $249M (+$39.2M)

11.23% more ownership

Funds ownership: 57.67% → 68.91% (+11%)

9% more funds holding

Funds holding: 110 → 120 (+10)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
39
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.7M
2
FFA
Fragasso Financial Advisors
Pennsylvania
+$9.33M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.47M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.17M
5
FTUS
Flow Traders U.S.
New York
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
CAL
Capital Analysts LLC
Pennsylvania
-$8.16M
2
Wells Fargo
Wells Fargo
California
-$6.04M
3
LPL Financial
LPL Financial
California
-$5.41M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$521K +$500 +23 +0.1%
RWB
52
RMR Wealth Builders
New Jersey
$510K +$501K +23,049 New
LWA
53
LWS Wealth Advisors
New Jersey
$500K +$490K +22,575 New
MA
54
Mutual Advisors
Nebraska
$485K – – –
TSS
55
Two Sigma Securities
New York
$474K +$466K +21,438 New
PAG
56
Private Advisor Group
New Jersey
$463K +$80.2K +3,692 +21%
EH
57
Equitable Holdings
New York
$456K +$448K +20,615 New
ACG
58
Allen Capital Group
Nebraska
$455K -$128K -5,886 -22%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$453K +$148K +6,835 +50%
PAS
60
Park Avenue Securities
New York
$447K +$439K +20,210 New
DC
61
Davenport & Co
Virginia
$440K -$1.93K -89 -0.4%
BRWA
62
B. Riley Wealth Advisors
Florida
$432K +$42K +1,932 +11%
RWM
63
Revisor Wealth Management
Ohio
$404K +$397K +18,264 New
BOPW
64
Brandywine Oak Private Wealth
Pennsylvania
$404K -$81.9K -3,768 -17%
SCA
65
Snowden Capital Advisors
New York
$400K -$136K -6,251 -26%
Prudential Financial
66
Prudential Financial
New Jersey
$395K +$388K +17,862 New
PS
67
Principal Securities
Iowa
$382K +$375K +17,268 New
PA
68
PFG Advisors
Arizona
$373K -$26.8K -1,235 -7%
TIM
69
Tortoise Investment Management
New York
$353K -$219K -10,100 -39%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$338K +$332K +15,280 New
SPC
71
Sigma Planning Corp
Michigan
$331K -$725K -33,389 -69%
HPC
72
Hobart Private Capital
North Carolina
$330K +$324K +14,912 New
EGA
73
Eagle Global Advisors
Texas
$329K +$43.4K +2,000 +16%
KWM
74
Kingsview Wealth Management
Oregon
$315K +$17.5K +805 +6%
MWC
75
MBM Wealth Consultants
Missouri
$312K +$14.5K +667 +5%
1 2
3
4 5

SHYD Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2023, worth a combined $249M — up 19% from $210M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHYD positions and 17 closed out — a net gain of 11 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.7M. The largest seller was Capital Analysts LLC, cutting an estimated $8.16M.

  • 120 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $249M of VanEck Short High Yield Muni ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 28 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2023 and 17 closed out, a net change of +11 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.7M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2023 was Capital Analysts LLC, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2023.