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VanEck Short High Yield Muni ETF

73 hedge funds and large institutions have $146M invested in VanEck Short High Yield Muni ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

23.2% more ownership

Funds ownership: 78.31%101.51% (+23%)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $126M → $146M (+$19.9M)

0% more funds holding

Funds holding: 7373 (0)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
28
Reduced
21
Closed
15
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
$29.3M +$19M +777,098 +149%
Jane Street
2
Jane Street
New York
$17.2M +$18.3M +747,147 +3,916%
EC
3
Estate Counselors
Wisconsin
$14.8M +$69.7K +2,850 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$9.79M +$83K +3,394 +0.8%
Truist Financial
5
Truist Financial
North Carolina
$9.53M +$206K +8,437 +2%
UBS Group
6
UBS Group
Switzerland
$7.35M +$471K +19,261 +6%
Wells Fargo
7
Wells Fargo
California
$5.69M -$1.98M -81,032 -24%
TIM
8
Tortoise Investment Management
New York
$5.45M +$384K +15,687 +7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.29M +$4.66M +190,401 New
NGA
10
Naples Global Advisors
Florida
$2.76M -$50.2K -2,050 -2%
Citadel Advisors
11
Citadel Advisors
Florida
$2.55M +$1.95M +79,712 +237%
MWC
12
MBM Wealth Consultants
Missouri
$2.44M +$424K +17,334 +19%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.13M +$2.32M +94,785 New
LPL Financial
14
LPL Financial
California
$1.96M -$197K -8,072 -8%
Ameriprise
15
Ameriprise
Minnesota
$1.87M +$685K +27,983 +51%
LSPW
16
Lake Street Private Wealth
Illinois
$1.67M +$296K +12,111 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.46M -$86.6K -3,541 -5%
HWA
18
Heartwood Wealth Advisors
Virginia
$1.39M -$35K -1,430 -2%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$1.37M +$67.2K +2,745 +5%
AWM
20
AE Wealth Management
Kansas
$1.34M +$1.46M +59,612 New
SWRP
21
Summit Wealth & Retirement Planning
California
$1.26M +$46.7K +1,910 +4%
VanEck Associates
22
VanEck Associates
New York
$1.25M +$976K +39,896 +257%
SS
23
Simplicity Solutions
Minnesota
$1.23M +$1.34M +54,688 New
EGA
24
Eagle Global Advisors
Texas
$1.19M -$647K -26,456 -33%
MC
25
Matisse Capital
Oregon
$1.18M +$1.28M +52,267 New

SHYD Hedge Fund Activity: Q1 2020 in Review

73 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2020, worth a combined $146M — up 16% from $126M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHYD positions and 15 closed out — a net gain of 3 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $19M. The largest seller was Brandywine Oak Private Wealth, cutting an estimated $5.31M.

  • 73 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $146M of VanEck Short High Yield Muni ETF stock for Q1 2020, up 16% quarter-over-quarter.
  • 18 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2020 and 15 closed out, a net change of +3 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2020 was Bank of America, an estimated $19M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2020 was Brandywine Oak Private Wealth, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2020.