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VanEck Short High Yield Muni ETF

45 hedge funds and large institutions have $68.4M invested in VanEck Short High Yield Muni ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

41% more capital invested

Capital invested by funds: $48.4M → $68.4M (+$20M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4345 (+2)

4.58% more ownership

Funds ownership: 37.71%42.29% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
9
Closed
6
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
$22.9M +$13.4M +549,979 +143%
Wells Fargo
2
Wells Fargo
California
$6.35M +$1.5M +61,576 +31%
BTS
3
BB&T Securities
Virginia
$6M +$860K +35,352 +17%
Morgan Stanley
4
Morgan Stanley
New York
$5.87M +$817K +33,595 +16%
UBS Group
5
UBS Group
Switzerland
$4.11M +$775K +31,895 +24%
TIM
6
Tortoise Investment Management
New York
$2.24M -$55.9K -2,300 -2%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$1.62M +$9.51K +391 +0.6%
OA
8
Oxbow Advisors
Texas
$1.52M +$1.51M +62,075 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.48M -$383K -15,772 -21%
IA
10
IFP Advisors
Florida
$1.21M +$537K +22,074 +82%
BMCM
11
Bryn Mawr Capital Management
Pennsylvania
$1.15M
NGA
12
Naples Global Advisors
Florida
$1.12M -$35.9K -1,475 -3%
Ameriprise
13
Ameriprise
Minnesota
$988K +$195K +8,009 +25%
EGA
14
Eagle Global Advisors
Texas
$936K +$244K +10,044 +36%
LPL Financial
15
LPL Financial
California
$806K +$96.3K +3,962 +14%
AG
16
Advisor Group
Arizona
$719K -$17.6K -725 -2%
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$708K +$364K +14,960 +107%
DIA
18
Dean Investment Associates
Ohio
$701K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$677K +$72.3K +2,975 +12%
OAM
20
Occidental Asset Management
California
$623K +$71.9K +2,956 +13%
RJA
21
Raymond James & Associates
Florida
$623K +$136K +5,583 +28%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$612K
BCA
23
Bay Colony Advisors
Massachusetts
$543K +$539K +22,150 New
BRWA
24
B. Riley Wealth Advisors
Florida
$444K -$7.83K -322 -2%
CAM
25
Caprin Asset Management
Virginia
$390K +$1.12K +46 +0.3%

SHYD Hedge Fund Activity: Q2 2018 in Review

45 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2018, worth a combined $68.4M — up 41% from $48.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SHYD positions and 6 closed out — a net gain of 2 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $1.24M sold.

  • 45 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2018, up from 43 in Q1 2018.
  • Funds reported $68.4M of VanEck Short High Yield Muni ETF stock for Q2 2018, up 41% quarter-over-quarter.
  • 8 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2018 was Bank of America, an estimated $13.4M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2018 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2018.