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VanEck Short High Yield Muni ETF

68 hedge funds and large institutions have $111M invested in VanEck Short High Yield Muni ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 7368 (-5)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

24% less capital invested

Capital invested by funds: $146M → $111M (-$35M)

28.58% less ownership

Funds ownership: 101.51%72.93% (-29%)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Estate Counselors
Wisconsin
$15.7M -$38.7K -1,700 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$9.86M -$481K -21,129 -5%
Bank of America
3
Bank of America
North Carolina
$9.04M -$20.9M -919,974 -71%
Jane Street
4
Jane Street
New York
$7.19M -$10.6M -464,203 -61%
Wells Fargo
5
Wells Fargo
California
$6.36M +$328K +14,409 +6%
UBS Group
6
UBS Group
Switzerland
$5.69M -$1.99M -87,476 -27%
Truist Financial
7
Truist Financial
North Carolina
$4.54M -$5.3M -233,025 -55%
LPL Financial
8
LPL Financial
California
$3.74M +$1.59M +70,025 +80%
Citadel Advisors
9
Citadel Advisors
Florida
$3.41M +$676K +29,725 +26%
TIM
10
Tortoise Investment Management
New York
$3.01M -$2.63M -115,511 -48%
NGA
11
Naples Global Advisors
Florida
$2.98M +$53.5K +2,350 +2%
MWC
12
MBM Wealth Consultants
Missouri
$2.71M +$123K +5,393 +5%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M +$2.33M +102,617 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.08M +47,361 +118%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.81M -$430K -18,891 -20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.79M +$236K +10,359 +16%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.53M -$2.87M -126,307 -66%
HWA
18
Heartwood Wealth Advisors
Virginia
$1.47M
Ameriprise
19
Ameriprise
Minnesota
$1.38M -$591K -25,957 -31%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$1.37M -$73.8K -3,245 -5%
EGA
21
Eagle Global Advisors
Texas
$1.37M +$110K +4,844 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.34M +$119K +5,225 +10%
SWRP
23
Summit Wealth & Retirement Planning
California
$1.26M -$61.6K -2,707 -5%
LSPW
24
Lake Street Private Wealth
Illinois
$1.14M -$598K -26,292 -35%
VanEck Associates
25
VanEck Associates
New York
$1.08M -$232K -10,182 -18%

SHYD Hedge Fund Activity: Q2 2020 in Review

68 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2020, worth a combined $111M — down 24% from $146M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SHYD and 6 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 24 added.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Bank of America, cutting an estimated $20.9M.

  • 68 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2020, down from 73 in Q1 2020.
  • Funds reported $111M of VanEck Short High Yield Muni ETF stock for Q2 2020, down 24% quarter-over-quarter.
  • 6 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2020 and 11 closed out, a net change of -5 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2020 was LPL Financial, an estimated $1.59M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2020 was Bank of America, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2020.