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VanEck Short High Yield Muni ETF

69 hedge funds and large institutions have $103M invested in VanEck Short High Yield Muni ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 6869 (+1)

7.1% less ownership

Funds ownership: 72.93%65.83% (-7.1%)

8% less capital invested

Capital invested by funds: $111M → $103M (-$8.54M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
27
Reduced
20
Closed
6
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
$11.3M +$2.05M +84,463 +22%
EC
2
Estate Counselors
Wisconsin
$9.98M -$6M -247,350 -38%
Morgan Stanley
3
Morgan Stanley
New York
$8.16M -$1.92M -79,079 -19%
Wells Fargo
4
Wells Fargo
California
$5.96M -$553K -22,800 -9%
UBS Group
5
UBS Group
Switzerland
$5.68M -$148K -6,112 -3%
HWA
6
Heartwood Wealth Advisors
Virginia
$4.67M +$3.15M +129,767 +210%
Truist Financial
7
Truist Financial
North Carolina
$4.61M -$33.8K -1,395 -0.7%
LPL Financial
8
LPL Financial
California
$3.85M +$15.3K +630 +0.4%
NGA
9
Naples Global Advisors
Florida
$3.11M +$67.3K +2,775 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.9M +$1.07M +44,002 +59%
Jane Street
11
Jane Street
New York
$2.85M -$4.49M -185,348 -61%
MWC
12
MBM Wealth Consultants
Missouri
$2.82M +$46.1K +1,900 +2%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M -$37.6K -1,550 -2%
TIM
14
Tortoise Investment Management
New York
$2.16M -$921K -37,985 -30%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.82M -$25.3K -1,043 -1%
Stifel Financial
16
Stifel Financial
Missouri
$1.44M +$1.18M +48,587 +463%
Ameriprise
17
Ameriprise
Minnesota
$1.4M +$7.49K +309 +0.5%
SWRP
18
Summit Wealth & Retirement Planning
California
$1.3M +$9.46K +390 +0.7%
EGA
19
Eagle Global Advisors
Texas
$1.28M -$116K -4,770 -8%
AP
20
Advisors Preferred
Maryland
$1.16M +$240K +9,920 +26%
TNBTD
21
Trustmark National Bank Trust Department
Mississippi
$1.15M -$247K -10,200 -18%
JSA
22
Jacobson & Schmitt Advisors
Wisconsin
$1.09M +$228K +9,402 +27%
ML
23
McAdam LLC
Pennsylvania
$1.06M -$12.1K -501 -1%
LSPW
24
Lake Street Private Wealth
Illinois
$1.02M -$144K -5,942 -12%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.01M +$69.9K +2,883 +7%

SHYD Hedge Fund Activity: Q3 2020 in Review

69 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q3 2020, worth a combined $103M — down 7.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SHYD positions and 6 closed out — a net gain of 1 holder — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Heartwood Wealth Advisors, adding an estimated $3.15M. The largest seller was Estate Counselors, cutting an estimated $6M.

  • 69 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q3 2020, up from 68 in Q2 2020.
  • Funds reported $103M of VanEck Short High Yield Muni ETF stock for Q3 2020, down 7.7% quarter-over-quarter.
  • 7 funds opened new VanEck Short High Yield Muni ETF positions in Q3 2020 and 6 closed out, a net change of +1 holder.
  • The largest VanEck Short High Yield Muni ETF buyer in Q3 2020 was Heartwood Wealth Advisors, an estimated $3.15M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q3 2020 was Estate Counselors, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2020.