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VanEck Short High Yield Muni ETF

14 hedge funds and large institutions have $20.9M invested in VanEck Short High Yield Muni ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,716% more capital invested

Capital invested by funds: $741K → $20.9M (+$20.1M)

250% more funds holding

Funds holding: 414 (+10)

30.01% more ownership

Funds ownership: 7.33%37.35% (+30%)

Holders
14
Holders Change
+10
Holders Change %
+250%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.2M +$10.2M +401,898 New
CWM
2
Cabot Wealth Management
Massachusetts
$4.54M +$4.54M +178,805 New
TIM
3
Tortoise Investment Management
New York
$2.11M +$2.1M +82,945 New
Bank of America
4
Bank of America
North Carolina
$864K +$541K +21,310 +168%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$859K +$858K +33,839 New
LPL Financial
6
LPL Financial
California
$584K +$182K +7,182 +45%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$503K +$502K +19,801 New
Morgan Stanley
8
Morgan Stanley
New York
$490K +$490K +19,308 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$265K +$265K +10,438 +86,983%
Principal Financial Group
10
Principal Financial Group
Iowa
$254K +$254K +10,000 New
Ameriprise
11
Ameriprise
Minnesota
$66K +$45.2K +1,780 +223%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$56K +$55.8K +2,200 New
U
13
UBS
Switzerland
$51K +$50.7K +2,000 New
AIG
14
American International Group
New York
$19K +$19K +750 New

SHYD Hedge Fund Activity: Q2 2014 in Review

14 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2014, worth a combined $20.9M — up 2,716% from $741K a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHYD positions and 0 closed out — a net gain of 10 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $10.2M.

  • 14 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2014, up from 4 in Q1 2014.
  • Funds reported $20.9M of VanEck Short High Yield Muni ETF stock for Q2 2014, up 2,716% quarter-over-quarter.
  • 10 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2014 and 0 closed out, a net change of +10 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2014 was Wells Fargo, an estimated $10.2M added.

Based on aggregated 13F filings for Q2 2014.