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VanEck Short High Yield Muni ETF

53 hedge funds and large institutions have $73.4M invested in VanEck Short High Yield Muni ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more funds holding

Funds holding: 4953 (+4)

5.94% more ownership

Funds ownership: 41.38%47.32% (+5.9%)

5% more capital invested

Capital invested by funds: $69.9M → $73.4M (+$3.47M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
19
Reduced
13
Closed
10
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
$10.4M -$7.97M -330,647 -43%
EC
2
Estate Counselors
Wisconsin
$7.52M +$7.49M +310,900 New
Wells Fargo
3
Wells Fargo
California
$7.08M +$41.1K +1,707 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$6.77M -$374K -15,525 -5%
BTS
5
BB&T Securities
Virginia
$6.47M +$39K +1,616 +0.6%
UBS Group
6
UBS Group
Switzerland
$5.99M +$1.28M +52,975 +27%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$4.54M +$4.43M +183,761 New
MWC
8
MBM Wealth Consultants
Missouri
$1.72M +$1.72M +71,169 New
NGA
9
Naples Global Advisors
Florida
$1.49M +$238K +9,875 +19%
SWRP
10
Summit Wealth & Retirement Planning
California
$1.39M +$1.39M +57,525 New
TIM
11
Tortoise Investment Management
New York
$1.31M -$683K -28,355 -34%
LPL Financial
12
LPL Financial
California
$1.26M +$472K +19,567 +60%
NEIRG
13
New England Investment & Retirement Group
Massachusetts
$1.22M +$4.75K +197 +0.4%
IA
14
IFP Advisors
Florida
$1.22M -$107K -4,451 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.2M +$146K +6,078 +14%
Ameriprise
16
Ameriprise
Minnesota
$993K -$35.3K -1,464 -3%
EGA
17
Eagle Global Advisors
Texas
$930K -$118K -4,903 -11%
FNC
18
First National Corp
Massachusetts
$809K +$806K +33,433 New
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$804K +$16.1K +666 +2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$769K +$64K +2,654 +9%
BMCM
21
Bryn Mawr Capital Management
Pennsylvania
$763K -$148K -6,146 -16%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$744K +$741K +30,745 New
DIA
23
Dean Investment Associates
Ohio
$692K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$635K -$271K -11,233 -30%
OAM
25
Occidental Asset Management
California
$623K

SHYD Hedge Fund Activity: Q4 2018 in Review

53 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2018, worth a combined $73.4M — up 5% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHYD positions and 10 closed out — a net gain of 4 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Estate Counselors, opening a new position worth an estimated $7.49M. The largest seller was Bank of America, cutting an estimated $7.97M.

  • 53 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2018, up from 49 in Q3 2018.
  • Funds reported $73.4M of VanEck Short High Yield Muni ETF stock for Q4 2018, up 5% quarter-over-quarter.
  • 14 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2018 and 10 closed out, a net change of +4 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2018 was Estate Counselors, an estimated $7.49M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2018 was Bank of America, an estimated $7.97M sold.

Based on aggregated 13F filings for Q4 2018.