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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
CAWM
76
Capital Advisors Wealth Management
Washington
$233K +$21.1K +957 +10%
1IA
77
1620 Investment Advisors
Massachusetts
$229K +$6.62K +300 +3%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$225K -$434K -19,697 -65%
AAS
79
Avantax Advisory Services
Texas
$223K +$4.46K +202 +2%
Mariner
80
Mariner
Kansas
$208K +$13.2K +600 +7%
FWA
81
FOCUS Wealth Advisors
Texas
$203K -$585K -26,540 -74%
HI
82
Harbour Investments
Wisconsin
$186K +$34.2K +1,549 +22%
AF
83
Allworth Financial
California
$107K -$249K -11,296 -70%
GWM
84
Geneos Wealth Management
Colorado
$97.3K
DIA
85
Davidson Investment Advisors
Montana
$70.1K +$71.5K +3,243 New
VF
86
VitalStone Financial
Texas
$66K
BFEC
87
Benjamin F. Edwards & Company
Missouri
$64K -$21.4K -969 -25%
IA
88
IFP Advisors
Florida
$43.2K -$68.8K -3,119 -61%
PTC
89
Private Trust Company
Ohio
$40.1K +$29.8K +1,353 +271%
CFD
90
Creative Financial Designs
Indiana
$39.8K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$30K +$30.5K +1,385 +138,500%
GRP
92
Global Retirement Partners
California
$28K -$15.6K -708 -35%
AssetMark Inc
93
AssetMark Inc
California
$16.7K -$618 -28 -3%
IBOK
94
Independence Bank of Kentucky
Kentucky
$16.2K
JP Morgan Chase
95
JP Morgan Chase
New York
$13.4K +$13.7K +620 New
BBHC
96
Brown Brothers Harriman & Co
New York
$10.8K
CPG
97
Cornerstone Planning Group
New Jersey
$8.95K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$7K
APC
99
Aspire Private Capital
North Carolina
$6.72K -$44 -2 -0.6%
GWS
100
Glassman Wealth Services
Virginia
$5.34K +$5.45K +247 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.