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VanEck Short High Yield Muni ETF

64 hedge funds and large institutions have $110M invested in VanEck Short High Yield Muni ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $99M → $110M (+$11.2M)

6.6% more ownership

Funds ownership: 61.78%68.38% (+6.6%)

3% more funds holding

Funds holding: 6264 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
37
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Estate Counselors
Wisconsin
$17.7M -$121K -4,795 -0.7%
Bank of America
2
Bank of America
North Carolina
$12.4M +$589K +23,413 +5%
BTS
3
BB&T Securities
Virginia
$9.46M +$859K +34,150 +10%
Morgan Stanley
4
Morgan Stanley
New York
$8.54M +$332K +13,185 +4%
UBS Group
5
UBS Group
Switzerland
$7.75M +$426K +16,920 +6%
Wells Fargo
6
Wells Fargo
California
$7.55M +$1.27M +50,621 +20%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$5.87M +$235K +9,327 +4%
TIM
8
Tortoise Investment Management
New York
$4.02M +$1.02M +40,733 +34%
NGA
9
Naples Global Advisors
Florida
$2.96M +$426K +16,930 +17%
LPL Financial
10
LPL Financial
California
$2.82M +$353K +14,042 +14%
MWC
11
MBM Wealth Consultants
Missouri
$2.16M +$81K +3,221 +4%
Ameriprise
12
Ameriprise
Minnesota
$2.13M +$1.07M +42,356 +100%
EGA
13
Eagle Global Advisors
Texas
$1.9M +$250K +9,917 +15%
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$1.31M -$81.1K -3,223 -6%
SWRP
15
Summit Wealth & Retirement Planning
California
$1.25M +$142K +5,646 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.17M +$166K +6,589 +16%
AG
17
Advisor Group
Arizona
$1.17M +$123K +4,888 +12%
FNC
18
First National Corp
Massachusetts
$1.15M +$135K +5,385 +13%
BRWA
19
B. Riley Wealth Advisors
Florida
$1.12M +$299K +11,864 +36%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$956K -$143K -5,690 -13%
BCA
21
Bay Colony Advisors
Massachusetts
$916K +$47.9K +1,902 +6%
LSPW
22
Lake Street Private Wealth
Illinois
$900K +$899K +35,729 New
DIA
23
Dean Investment Associates
Ohio
$886K
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$871K +$870K +34,576 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$867K +$154K +6,119 +22%

SHYD Hedge Fund Activity: Q3 2019 in Review

64 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q3 2019, worth a combined $110M — up 11% from $99M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SHYD positions and 7 closed out — a net gain of 2 holders — while 37 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.27M. The largest seller was Jane Street, exiting entirely with an estimated $1.14M sold.

  • 64 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q3 2019, up from 62 in Q2 2019.
  • Funds reported $110M of VanEck Short High Yield Muni ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 9 funds opened new VanEck Short High Yield Muni ETF positions in Q3 2019 and 7 closed out, a net change of +2 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q3 2019 was Wells Fargo, an estimated $1.27M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q3 2019 was Jane Street, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2019.