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VanEck Short High Yield Muni ETF

122 hedge funds and large institutions have $216M invested in VanEck Short High Yield Muni ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

2% more capital invested

Capital invested by funds: $211M → $216M (+$5.01M)

0.13% more ownership

Funds ownership: 67.84%67.97% (+0.13%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

3% less funds holding

Funds holding: 126122 (-4)

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
48
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
51
Allen Capital Group
Nebraska
$567K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$544K -$13.1K -576 -2%
HighTower Advisors
53
HighTower Advisors
Illinois
$532K +$55.4K +2,442 +12%
EGA
54
Eagle Global Advisors
Texas
$526K -$56.7K -2,500 -10%
CAWM
55
Capital Advisors Wealth Management
Washington
$511K +$515K +22,707 New
MCM
56
MAI Capital Management
Ohio
$508K -$861 -38 -0.2%
Stifel Financial
57
Stifel Financial
Missouri
$498K -$34.9K -1,541 -7%
PA
58
PFG Advisors
Arizona
$480K +$35.3K +1,555 +8%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$447K +$70.6K +3,116 +19%
Comerica Bank
60
Comerica Bank
Texas
$447K -$4.53K -200 -1%
TIM
61
Tortoise Investment Management
New York
$442K
RWM
62
Revisor Wealth Management
Ohio
$406K +$409K +18,040 New
IWP
63
Innova Wealth Partners
Pennsylvania
$389K -$14.7K -650 -4%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$383K -$174K -7,660 -31%
AAS
65
Avantax Advisory Services
Texas
$359K +$100K +4,420 +38%
Cerity Partners
66
Cerity Partners
New York
$354K +$1.97K +87 +0.6%
MML Investors Services
67
MML Investors Services
Massachusetts
$329K +$1.81K +80 +0.5%
RBFC
68
Roman Butler Fullerton & Co
Missouri
$324K +$45.4K +2,004 +16%
ML
69
McAdam LLC
Pennsylvania
$315K -$395K -17,428 -55%
BMCM
70
Bryn Mawr Capital Management
Pennsylvania
$314K
MWM
71
Modern Wealth Management
Kansas
$313K
BOPW
72
Brandywine Oak Private Wealth
Pennsylvania
$312K
FCA
73
Fortis Capital Advisors
Kansas
$309K +$311K +13,734 New
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$309K -$562K -24,789 -64%
FHA
75
Flagship Harbor Advisors
Massachusetts
$300K +$11.3K +500 +4%

SHYD Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2025, worth a combined $216M — up 2.4% from $211M a quarter earlier.

Fund positioning in SHYD was balanced in Q1 2025: 13 funds opened new positions, 13 closed out, 48 added to existing stakes and 35 trimmed.

The largest buyer was Ocean Park Asset Management, adding an estimated $4.28M. The largest seller was Envestnet Asset Management, cutting an estimated $3.51M.

  • 122 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2025, down from 126 in Q4 2024.
  • Funds reported $216M of VanEck Short High Yield Muni ETF stock for Q1 2025, up 2.4% quarter-over-quarter.
  • 13 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2025 and 13 closed out, a net change of 0 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2025 was Ocean Park Asset Management, an estimated $4.28M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2025.