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VanEck Short High Yield Muni ETF

57 hedge funds and large institutions have $92.4M invested in VanEck Short High Yield Muni ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $73.4M → $92.4M (+$19.1M)

11.16% more ownership

Funds ownership: 47.32%58.48% (+11%)

8% more funds holding

Funds holding: 5357 (+4)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
28
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Estate Counselors
Wisconsin
$18M +$10.2M +417,950 +134%
Bank of America
2
Bank of America
North Carolina
$11.4M +$761K +31,162 +7%
BTS
3
BB&T Securities
Virginia
$8.39M +$1.76M +72,063 +27%
Morgan Stanley
4
Morgan Stanley
New York
$7.53M +$612K +25,053 +9%
Wells Fargo
5
Wells Fargo
California
$7.48M +$245K +10,029 +3%
UBS Group
6
UBS Group
Switzerland
$5.89M -$227K -9,290 -4%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$5.23M +$682K +27,920 +15%
TIM
8
Tortoise Investment Management
New York
$2.39M +$1.04M +42,750 +79%
NGA
9
Naples Global Advisors
Florida
$2.2M +$673K +27,550 +45%
MWC
10
MBM Wealth Consultants
Missouri
$1.96M +$197K +8,058 +11%
LPL Financial
11
LPL Financial
California
$1.51M +$225K +9,196 +18%
SWRP
12
Summit Wealth & Retirement Planning
California
$1.47M +$48.8K +2,000 +3%
EGA
13
Eagle Global Advisors
Texas
$1.29M +$340K +13,927 +36%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.18M -$48.3K -1,980 -4%
TNBTD
15
Trustmark National Bank Trust Department
Mississippi
$1.06M +$237K +9,712 +29%
Ameriprise
16
Ameriprise
Minnesota
$1M -$15K -615 -1%
FNC
17
First National Corp
Massachusetts
$974K +$146K +5,990 +18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$929K +$167K +6,847 +22%
DIA
19
Dean Investment Associates
Ohio
$869K +$161K +6,600 +23%
IA
20
IFP Advisors
Florida
$812K -$425K -17,396 -35%
BMCM
21
Bryn Mawr Capital Management
Pennsylvania
$779K
SCA
22
Snowden Capital Advisors
New York
$764K +$229K +9,389 +44%
BRWA
23
B. Riley Wealth Advisors
Florida
$726K +$169K +6,940 +31%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$707K -$75.8K -3,104 -10%
OAM
25
Occidental Asset Management
California
$636K

SHYD Hedge Fund Activity: Q1 2019 in Review

57 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2019, worth a combined $92.4M — up 26% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SHYD positions and 7 closed out — a net gain of 4 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was Estate Counselors, adding an estimated $10.2M. The largest seller was New England Investment & Retirement Group, exiting entirely with an estimated $1.22M sold.

  • 57 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2019, up from 53 in Q4 2018.
  • Funds reported $92.4M of VanEck Short High Yield Muni ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 11 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2019 and 7 closed out, a net change of +4 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2019 was Estate Counselors, an estimated $10.2M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2019 was New England Investment & Retirement Group, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2019.