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VanEck Short High Yield Muni ETF

62 hedge funds and large institutions have $99M invested in VanEck Short High Yield Muni ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

9% more funds holding

Funds holding: 5762 (+5)

7% more capital invested

Capital invested by funds: $92.4M → $99M (+$6.57M)

3.3% more ownership

Funds ownership: 58.48%61.78% (+3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Estate Counselors
Wisconsin
$17.7M -$511K -20,600 -3%
Bank of America
2
Bank of America
North Carolina
$11.8M +$201K +8,076 +2%
BTS
3
BB&T Securities
Virginia
$8.56M +$57.7K +2,324 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$8.16M +$528K +21,278 +7%
UBS Group
5
UBS Group
Switzerland
$7.28M +$1.3M +52,445 +22%
Wells Fargo
6
Wells Fargo
California
$6.24M -$1.33M -53,437 -18%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$5.61M +$299K +12,061 +6%
TIM
8
Tortoise Investment Management
New York
$2.97M +$543K +21,855 +23%
NGA
9
Naples Global Advisors
Florida
$2.52M +$287K +11,555 +13%
LPL Financial
10
LPL Financial
California
$2.46M +$912K +36,738 +60%
MWC
11
MBM Wealth Consultants
Missouri
$2.07M +$83.1K +3,349 +4%
EGA
12
Eagle Global Advisors
Texas
$1.65M +$331K +13,346 +25%
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$1.38M +$306K +12,328 +29%
Jane Street
14
Jane Street
New York
$1.14M +$1.13M +45,641 New
SWRP
15
Summit Wealth & Retirement Planning
California
$1.1M -$385K -15,487 -26%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.09M -$102K -4,100 -9%
Ameriprise
17
Ameriprise
Minnesota
$1.06M +$43.7K +1,760 +4%
AG
18
Advisor Group
Arizona
$1.04M +$602K +24,263 +141%
FNC
19
First National Corp
Massachusetts
$1.01M +$25K +1,008 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1M +$59.1K +2,381 +6%
DIA
21
Dean Investment Associates
Ohio
$881K
BCA
22
Bay Colony Advisors
Massachusetts
$863K +$654K +26,355 +324%
BRWA
23
B. Riley Wealth Advisors
Florida
$815K +$78.8K +3,175 +11%
SCA
24
Snowden Capital Advisors
New York
$775K +$1.22K +49 +0.2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$709K -$7.95K -320 -1%

SHYD Hedge Fund Activity: Q2 2019 in Review

62 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2019, worth a combined $99M — up 7.1% from $92.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SHYD positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $1.3M. The largest seller was Wells Fargo, cutting an estimated $1.33M.

  • 62 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2019, up from 57 in Q1 2019.
  • Funds reported $99M of VanEck Short High Yield Muni ETF stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 9 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2019 and 2 closed out, a net change of +7 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2019 was UBS Group, an estimated $1.3M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2019 was Wells Fargo, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2019.