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VanEck Short High Yield Muni ETF

37 hedge funds and large institutions have $46.4M invested in VanEck Short High Yield Muni ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3537 (+2)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

4% less capital invested

Capital invested by funds: $48.5M → $46.4M (-$2.1M)

3.79% less ownership

Funds ownership: 43.18%39.39% (-3.8%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.52M +$222K +9,170 +3%
UBS Group
2
UBS Group
Switzerland
$4.5M +$223K +9,217 +5%
Morgan Stanley
3
Morgan Stanley
New York
$3.57M +$486K +20,091 +16%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.54M -$86.2K -3,564 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.11M +$765K +31,617 +33%
TIM
6
Tortoise Investment Management
New York
$3M -$2.79M -115,390 -48%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$2.89M +$418K +17,283 +17%
Wells Fargo
8
Wells Fargo
California
$2.36M +$136K +5,637 +6%
FTUS
9
Flow Traders U.S.
New York
$1.9M +$22.2K +919 +1%
Jane Street
10
Jane Street
New York
$1.88M +$286K +11,832 +18%
AP
11
Advisors Preferred
Maryland
$1.8M -$16.9K -700 -0.9%
Ameriprise
12
Ameriprise
Minnesota
$923K -$9.79K -405 -1%
BMCM
13
Bryn Mawr Capital Management
Pennsylvania
$911K -$50.5K -2,087 -5%
LPL Financial
14
LPL Financial
California
$769K +$171K +7,091 +29%
EGA
15
Eagle Global Advisors
Texas
$699K +$697K +28,800 New
DIA
16
Dean Investment Associates
Ohio
$694K
RJA
17
Raymond James & Associates
Florida
$592K -$19.3K -800 -3%
SEIA
18
Signature Estate & Investment Advisors
California
$575K +$1.65K +68 +0.3%
OAM
19
Occidental Asset Management
California
$545K
IA
20
IFP Advisors
Florida
$469K +$261K +10,786 +126%
BRWA
21
B. Riley Wealth Advisors
Florida
$417K +$5.85K +242 +1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$400K -$546K -22,559 -58%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$304K -$17.4K -719 -5%
TNBTD
24
Trustmark National Bank Trust Department
Mississippi
$297K
PCM
25
Prelude Capital Management
New York
$266K +$265K +10,973 New

SHYD Hedge Fund Activity: Q2 2017 in Review

37 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2017, worth a combined $46.4M — down 4.3% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SHYD positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $765K. The largest seller was Tortoise Investment Management, cutting an estimated $2.79M.

  • 37 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2017, up from 35 in Q1 2017.
  • Funds reported $46.4M of VanEck Short High Yield Muni ETF stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 6 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2017 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2017 was Royal Bank of Canada, an estimated $765K added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2017 was Tortoise Investment Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2017.