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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
CFD
101
Creative Financial Designs
Indiana
$40.8K
CAL
102
Capital Analysts LLC
Pennsylvania
$34K -$8.16M -375,606 -100%
CAS
103
Coppell Advisory Solutions
Texas
$21.9K +$20.1K +923 +1,357%
AssetMark Inc
104
AssetMark Inc
California
$17.4K +$282 +13 +2%
VF
105
VitalStone Financial
Texas
$17K -$50.2K -2,311 -75%
IBOK
106
Independence Bank of Kentucky
Kentucky
$16.6K
JP Morgan Chase
107
JP Morgan Chase
New York
$12.7K -$1.02K -47 -8%
ASN
108
Advisory Services Network
Georgia
$11.4K +$11.2K +514 New
Jones Financial Companies
109
Jones Financial Companies
Missouri
$8.21K +$8.06K +371 New
ACA
110
American Capital Advisory
Idaho
$7.24K +$7.1K +327 New
APC
111
Aspire Private Capital
North Carolina
$6.88K
GWS
112
Glassman Wealth Services
Virginia
$5.51K +$43 +2 +0.8%
NFSG
113
Newbridge Financial Services Group
Florida
$5.33K
RFG
114
REAP Financial Group
Texas
$5.33K +$5.24K +241 New
PFA
115
Pathway Financial Advisers
Indiana
$5.23K +$43 +2 +0.9%
KFI
116
Key Financial Inc
Pennsylvania
$5.09K
SSB
117
Sandy Spring Bank
Maryland
$5K +$4.91K +226 New
VanEck Associates
118
VanEck Associates
New York
$5K
BlackRock
119
BlackRock
New York
$1.39K
AA
120
AlphaMark Advisors
Kentucky
$1K
Creative Planning
121
Creative Planning
Kansas
-$653K -30,182 Closed
GVAG
122
Great Valley Advisor Group
Delaware
-$529K -24,468 Closed
SSW
123
Stone Summit Wealth
Florida
-$527K -24,387 Closed
SFM
124
Signet Financial Management
New Jersey
-$460K -21,288 Closed
Baird Financial Group
125
Baird Financial Group
Wisconsin
-$293K -13,549 Closed

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.