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VanEck Short High Yield Muni ETF

32 hedge funds and large institutions have $45.2M invested in VanEck Short High Yield Muni ETF in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

3% less capital invested

Capital invested by funds: $46.4M → $45.2M (-$1.19M)

1.29% less ownership

Funds ownership: 39.39%38.1% (-1.3%)

14% less funds holding

Funds holding: 3732 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
14
Reduced
14
Closed
5
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
$10.2M +$1.64M +67,076 +19%
Morgan Stanley
2
Morgan Stanley
New York
$4.18M +$584K +23,921 +16%
UBS Group
3
UBS Group
Switzerland
$4.18M -$350K -14,321 -8%
Wells Fargo
4
Wells Fargo
California
$2.9M +$517K +21,184 +22%
NEIRG
5
New England Investment & Retirement Group
Massachusetts
$2.8M -$112K -4,605 -4%
TIM
6
Tortoise Investment Management
New York
$2.77M -$247K -10,118 -8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.72M -$843K -34,525 -24%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$2.2M +$1.9M +77,635 +635%
AP
9
Advisors Preferred
Maryland
$2.1M +$286K +11,730 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.65M -$1.48M -60,665 -47%
BMCM
11
Bryn Mawr Capital Management
Pennsylvania
$889K -$28.3K -1,158 -3%
EGA
12
Eagle Global Advisors
Texas
$852K +$148K +6,047 +21%
Ameriprise
13
Ameriprise
Minnesota
$838K -$91.4K -3,743 -10%
LPL Financial
14
LPL Financial
California
$753K -$21.9K -896 -3%
DIA
15
Dean Investment Associates
Ohio
$700K
Jane Street
16
Jane Street
New York
$695K -$1.19M -48,943 -63%
OAM
17
Occidental Asset Management
California
$549K
RJA
18
Raymond James & Associates
Florida
$536K -$60.2K -2,466 -10%
IA
19
IFP Advisors
Florida
$524K +$51.1K +2,095 +11%
SEIA
20
Signature Estate & Investment Advisors
California
$516K -$62.2K -2,549 -11%
BRWA
21
B. Riley Wealth Advisors
Florida
$492K +$71.2K +2,916 +17%
NGA
22
Naples Global Advisors
Florida
$475K +$245K +10,050 +107%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$417K +$14.7K +601 +4%
FTUS
24
Flow Traders U.S.
New York
$317K -$1.59M -65,179 -83%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$308K +$1.83K +75 +0.6%

SHYD Hedge Fund Activity: Q3 2017 in Review

32 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q3 2017, worth a combined $45.2M — down 2.6% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SHYD and 0 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 14 added.

The largest buyer was Trustmark National Bank Trust Department, adding an estimated $1.9M. The largest seller was Flow Traders U.S., cutting an estimated $1.59M.

  • 32 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q3 2017, down from 37 in Q2 2017.
  • Funds reported $45.2M of VanEck Short High Yield Muni ETF stock for Q3 2017, down 2.6% quarter-over-quarter.
  • 0 funds opened new VanEck Short High Yield Muni ETF positions in Q3 2017 and 5 closed out, a net change of -5 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q3 2017 was Trustmark National Bank Trust Department, an estimated $1.9M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q3 2017 was Flow Traders U.S., an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2017.