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VanEck Short High Yield Muni ETF

113 hedge funds and large institutions have $212M invested in VanEck Short High Yield Muni ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

4% more funds holding

Funds holding: 109113 (+4)

4% less capital invested

Capital invested by funds: $221M → $212M (-$8.73M)

5.23% less ownership

Funds ownership: 155.63%150.4% (-5.2%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
48
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCWM
76
Graham Capital Wealth Management
District of Columbia
$263K +$26.4K +1,181 New
MG
77
Mather Group
Illinois
$244K +$201 +9 +0.1%
QWM
78
QP Wealth Management
New Jersey
$237K +$238K +10,623 New
1IA
79
1620 Investment Advisors
Massachusetts
$236K +$14.5K +650 +7%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$226K -$3.62M -161,885 -94%
GVAG
81
Great Valley Advisor Group
Delaware
$226K +$227K +10,131 New
AAS
82
Avantax Advisory Services
Texas
$225K +$226K +10,089 New
CAWM
83
Capital Advisors Wealth Management
Washington
$217K +$218K +9,738 New
BWM
84
BCS Wealth Management
Tennessee
$213K
EGA
85
Eagle Global Advisors
Texas
$209K -$19K -850 -8%
Mariner
86
Mariner
Kansas
$201K
VanEck Associates
87
VanEck Associates
New York
$129K
IA
88
IFP Advisors
Florida
$124K -$934K -41,741 -89%
HI
89
Harbour Investments
Wisconsin
$117K +$34.9K +1,560 +42%
GWM
90
Geneos Wealth Management
Colorado
$100K
BFEC
91
Benjamin F. Edwards & Company
Missouri
$87K +$87.8K +3,922 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$71.2K +$71.4K +3,191 +319,100%
MWC
93
MBM Wealth Consultants
Missouri
$65K
GRP
94
Global Retirement Partners
California
$44.7K +$29.3K +1,307 +187%
ASN
95
Advisory Services Network
Georgia
$38K +$15.3K +684 +67%
SWM
96
Spire Wealth Management
Virginia
$30.1K +$30.2K +1,350 New
GI
97
Gradient Investments
Minnesota
$29.1K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$22K -$12.4K -556 -36%
PP
99
PFS Partners
New Jersey
$20K +$20.1K +898 New
MIM
100
Macroview Investment Management
Maryland
$17.9K -$133K -5,961 -88%

SHYD Hedge Fund Activity: Q1 2023 in Review

113 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2023, worth a combined $212M — down 4% from $221M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHYD positions and 10 closed out — a net gain of 6 holders — while 48 added to existing stakes and 32 trimmed.

The largest buyer was Global Strategic Investment Solutions, opening a new position worth an estimated $6.24M. The largest seller was Wells Fargo, cutting an estimated $13.5M.

  • 113 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2023, up from 109 in Q4 2022.
  • Funds reported $212M of VanEck Short High Yield Muni ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 16 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2023 and 10 closed out, a net change of +6 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2023 was Global Strategic Investment Solutions, an estimated $6.24M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2023 was Wells Fargo, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2023.