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VanEck Short High Yield Muni ETF

108 hedge funds and large institutions have $218M invested in VanEck Short High Yield Muni ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

2.05% more ownership

Funds ownership: 150.4%152.44% (+2%)

3% more capital invested

Capital invested by funds: $212M → $218M (+$5.43M)

4% less funds holding

Funds holding: 113108 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
43
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
76
QP Wealth Management
New Jersey
$254K +$16.9K +759 +7%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$241K +$14.6K +655 +6%
1IA
78
1620 Investment Advisors
Massachusetts
$230K -$6.12K -275 -3%
AAS
79
Avantax Advisory Services
Texas
$225K +$267 +12 +0.1%
CAWM
80
Capital Advisors Wealth Management
Washington
$219K +$1.65K +74 +0.8%
Mariner
81
Mariner
Kansas
$201K
HI
82
Harbour Investments
Wisconsin
$157K +$39.7K +1,786 +34%
IA
83
IFP Advisors
Florida
$114K +$534 +24 +0.5%
GWM
84
Geneos Wealth Management
Colorado
$100K
BFEC
85
Benjamin F. Edwards & Company
Missouri
$88K +$289 +13 +0.3%
VF
86
VitalStone Financial
Texas
$69K +$68.7K +3,088 New
SWM
87
Spire Wealth Management
Virginia
$45K +$14.9K +670 +50%
GRP
88
Global Retirement Partners
California
$44.8K +$67 +3 +0.1%
CFD
89
Creative Financial Designs
Indiana
$41.1K +$36.4K +1,638 +799%
CAS
90
Coppell Advisory Solutions
Texas
$40K +$39.9K +1,792 New
GI
91
Gradient Investments
Minnesota
$29.1K
AssetMark Inc
92
AssetMark Inc
California
$17.9K +$1.94K +87 +12%
IBOK
93
Independence Bank of Kentucky
Kentucky
$16.7K
WOSD
94
WFA of San Diego
California
$15.6K +$15.6K +700 New
PTC
95
Private Trust Company
Ohio
$11.2K
BBHC
96
Brown Brothers Harriman & Co
New York
$11.2K +$11.1K +500 New
CPG
97
Cornerstone Planning Group
New Jersey
$9.23K +$9.21K +414 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$7K -$15.3K -686 -69%
APC
99
Aspire Private Capital
North Carolina
$6.98K
NFSG
100
Newbridge Financial Services Group
Florida
$5.37K

SHYD Hedge Fund Activity: Q2 2023 in Review

108 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2023, worth a combined $218M — up 2.6% from $212M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SHYD and 11 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Allworth Financial, cutting an estimated $3.25M.

  • 108 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2023, down from 113 in Q1 2023.
  • Funds reported $218M of VanEck Short High Yield Muni ETF stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 11 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2023 and 15 closed out, a net change of -4 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2023 was Jane Street, an estimated $10.6M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2023 was Allworth Financial, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2023.