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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
IBOK
101
Independence Bank of Kentucky
Kentucky
$16.7K
AssetMark Inc
102
AssetMark Inc
California
$15.9K +$4.86K +217 +44%
PTC
103
Private Trust Company
Ohio
$11.1K +$11.2K +500 New
PFA
104
Pathway Financial Advisers
Indiana
$9.12K +$45 +2 +0.5%
APC
105
Aspire Private Capital
North Carolina
$6.98K +$22 +1 +0.3%
NFSG
106
Newbridge Financial Services Group
Florida
$5.37K
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$5.35K
CFD
108
Creative Financial Designs
Indiana
$4.57K
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$2.71K +$1.53M +68,467 +129%
PAG
110
Paladin Advisory Group
Iowa
$2.67K +$2.69K +120 New
CFGS
111
Concourse Financial Group Securities
Alabama
$2.61K -$9.85K -440 -79%
BlackRock
112
BlackRock
New York
$1.38K -$33.3K -1,486 -96%
AA
113
AlphaMark Advisors
Kentucky
$1K
PA
114
Pinnacle Associates
New York
-$933K -41,885 Closed
HW
115
Hamilton Wealth
California
-$754K -33,860 Closed
MFG
116
Merit Financial Group
Georgia
-$479K -21,507 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-$333K -14,948 Closed
IWM
118
IHT Wealth Management
Illinois
-$240K -10,758 Closed
SWP
119
ShoreHaven Wealth Partners
New Jersey
-$232K -10,425 Closed
MCC
120
Money Concepts Capital
Florida
-$29.2K -1,312 Closed
SPIA
121
Steward Partners Investment Advisory
New York
-$13.7K -616 Closed
CAS
122
Coppell Advisory Solutions
Texas
-$1.51K -68 Closed
CASC
123
Coppell Advisory Solutions Corp
Texas
-$1.51K -68 Closed

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.