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VanEck Short High Yield Muni ETF

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: 110120 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$297K +$291K +13,406 New
FM
77
Foster & Motley
Ohio
$288K +$283K +13,030 New
KPWS
78
Kestra Private Wealth Services
Texas
$283K -$91.2K -4,198 -25%
PWCM
79
Processus Wealth & Capital Management
Tennessee
$278K +$273K +12,570 New
NFG
80
Nations Financial Group
Iowa
$275K -$36.4K -1,677 -12%
AWM
81
AE Wealth Management
Kansas
$265K -$113K -5,205 -30%
FA
82
FC Advisory
Pennsylvania
$264K +$259K +11,916 New
1IA
83
1620 Investment Advisors
Massachusetts
$256K +$21.1K +970 +9%
AI
84
Auour Investments
Massachusetts
$250K -$134K -6,187 -35%
Comerica Bank
85
Comerica Bank
Texas
$241K +$2.02K +93 +0.9%
PA
86
Pineridge Advisors
Missouri
$235K +$230K +10,602 New
AAS
87
Avantax Advisory Services
Texas
$231K +$3.02K +139 +1%
MFIM
88
Mesirow Financial Investment Management
Illinois
$230K +$226K +10,400 New
CRA
89
Clear Rock Advisors
Texas
$225K +$222K +10,206 New
Stifel Financial
90
Stifel Financial
Missouri
$222K -$17.3K -797 -7%
MML Investors Services
91
MML Investors Services
Massachusetts
$219K -$45.1K -2,074 -17%
Mariner
92
Mariner
Kansas
$212K
BWM
93
BCS Wealth Management
Tennessee
$208K +$205K +9,416 New
HI
94
Harbour Investments
Wisconsin
$194K +$3.32K +153 +2%
NS
95
NBC Securities
Alabama
$144K -$141K -6,494 -50%
AF
96
Allworth Financial
California
$108K -$1.02K -47 -1%
GWM
97
Geneos Wealth Management
Colorado
$99.6K
BFEC
98
Benjamin F. Edwards & Company
Missouri
$45K -$20.7K -954 -32%
IA
99
IFP Advisors
Florida
$44.3K
GRP
100
Global Retirement Partners
California
$44K +$15K +689 +53%

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.