VanEck Short High Yield Muni ETF
SHYD
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.
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: 110 → 120 (+10)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.7M |
| 2 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$9.33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.47M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.17M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$8.16M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.04M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.41M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.45M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAWM
126
Capital Advisors Wealth Management
Yakima,
Washington
| – | -$233K | -10,769 | Closed |
|
127
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$225K | -10,407 | Closed |
|
|
FWA
128
FOCUS Wealth Advisors
Houston,
Texas
| – | -$203K | -9,398 | Closed |
|
|
DIA
129
Davidson Investment Advisors
Great Falls,
Montana
| – | -$70.1K | -3,243 | Closed |
|
|
PTC
130
Private Trust Company
Cleveland,
Ohio
| – | -$40.1K | -1,853 | Closed |
|
131
Fidelity Investments
Boston,
Massachusetts
| – | -$30K | -1,386 | Closed |
|
|
BBHC
132
Brown Brothers Harriman & Co
New York
| – | -$10.8K | -500 | Closed |
|
|
CPG
133
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$8.95K | -414 | Closed |
|
134
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$7K | -303 | Closed |
|
|
CSPIA
135
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$5.19K | -240 | Closed |
|
|
PAG
136
Paladin Advisory Group
Clive,
Iowa
| – | -$2.59K | -120 | Closed |
|
|
GI
137
Gradient Investments
Arden Hills,
Minnesota
| – | -$2.16K | -100 | 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.