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VanEck Short High Yield Muni ETF

43 hedge funds and large institutions have $48.4M invested in VanEck Short High Yield Muni ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more funds holding

Funds holding: 4043 (+3)

3% more capital invested

Capital invested by funds: $46.8M → $48.4M (+$1.62M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.14% less ownership

Funds ownership: 39.84%37.71% (-2.1%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
12
Closed
3
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
$9.29M -$332K -13,739 -3%
BTS
2
BB&T Securities
Virginia
$5.07M +$4.38M +181,238 +641%
Morgan Stanley
3
Morgan Stanley
New York
$4.98M +$1.35M +55,798 +37%
Wells Fargo
4
Wells Fargo
California
$4.78M +$1.56M +64,574 +49%
UBS Group
5
UBS Group
Switzerland
$3.28M -$324K -13,408 -9%
TIM
6
Tortoise Investment Management
New York
$2.26M -$92.2K -3,810 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.84M -$35.1K -1,450 -2%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$1.59M -$538K -22,244 -25%
Jane Street
9
Jane Street
New York
$1.24M -$484K -19,999 -28%
NGA
10
Naples Global Advisors
Florida
$1.14M +$213K +8,800 +23%
BMCM
11
Bryn Mawr Capital Management
Pennsylvania
$1.14M +$257K +10,633 +29%
BF
12
Blankinship & Foster
California
$967K -$900K -37,210 -48%
Ameriprise
13
Ameriprise
Minnesota
$782K +$143K +5,927 +22%
AG
14
Advisor Group
Arizona
$728K +$687K +28,410 +1,717%
LPL Financial
15
LPL Financial
California
$700K +$46.1K +1,905 +7%
DIA
16
Dean Investment Associates
Ohio
$692K
EGA
17
Eagle Global Advisors
Texas
$681K -$241K -9,983 -26%
IA
18
IFP Advisors
Florida
$655K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$612K +$158K +6,511 +35%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$595K +$3.63K +150 +0.6%
OAM
21
Occidental Asset Management
California
$543K
RJA
22
Raymond James & Associates
Florida
$480K +$38.2K +1,578 +9%
BRWA
23
B. Riley Wealth Advisors
Florida
$446K -$42.2K -1,743 -9%
SEIA
24
Signature Estate & Investment Advisors
California
$415K +$19.2K +792 +5%
CAM
25
Caprin Asset Management
Virginia
$384K +$384K +15,880 New

SHYD Hedge Fund Activity: Q1 2018 in Review

43 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2018, worth a combined $48.4M — up 3.5% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SHYD positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was BB&T Securities, adding an estimated $4.38M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $1.93M.

  • 43 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $48.4M of VanEck Short High Yield Muni ETF stock for Q1 2018, up 3.5% quarter-over-quarter.
  • 6 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2018 and 3 closed out, a net change of +3 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2018 was BB&T Securities, an estimated $4.38M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2018 was Trustmark National Bank Trust Department, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2018.