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VanEck Short High Yield Muni ETF

75 hedge funds and large institutions have $103M invested in VanEck Short High Yield Muni ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

9% more funds holding

Funds holding: 6975 (+6)

0% more capital invested

Capital invested by funds: $103M → $103M (+$327K)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

0.94% less ownership

Funds ownership: 65.83%64.88% (-0.94%)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
24
Reduced
24
Closed
7
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
$8.72M -$2.75M -112,633 -24%
Morgan Stanley
2
Morgan Stanley
New York
$8.68M +$376K +15,363 +5%
Wells Fargo
3
Wells Fargo
California
$7.66M +$1.58M +64,644 +26%
UBS Group
4
UBS Group
Switzerland
$5.5M -$274K -11,216 -5%
HWA
5
Heartwood Wealth Advisors
Virginia
$4.77M +$18.8K +767 +0.4%
Truist Financial
6
Truist Financial
North Carolina
$4.63M -$60K -2,454 -1%
EC
7
Estate Counselors
Wisconsin
$4.56M -$5.52M -225,610 -55%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.1M +$1.13M +46,167 +39%
Citadel Advisors
9
Citadel Advisors
Florida
$3.85M +$3.79M +155,084 New
NGA
10
Naples Global Advisors
Florida
$3.57M +$398K +16,265 +13%
MWC
11
MBM Wealth Consultants
Missouri
$3.28M +$409K +16,735 +14%
LPL Financial
12
LPL Financial
California
$2.84M -$1.05M -43,043 -27%
Jane Street
13
Jane Street
New York
$2.43M -$453K -18,536 -16%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.36M -$148K -6,065 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.23M +$1.24M +50,549 +128%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.94M +$84.6K +3,461 +5%
TIM
17
Tortoise Investment Management
New York
$1.75M -$438K -17,900 -20%
Ameriprise
18
Ameriprise
Minnesota
$1.62M +$191K +7,820 +14%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$1.53M +$349K +14,268 +30%
LSPW
20
Lake Street Private Wealth
Illinois
$1.44M +$388K +15,875 +38%
SWRP
21
Summit Wealth & Retirement Planning
California
$1.4M +$76.5K +3,128 +6%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.21M +$546K +22,349 +85%
JSA
23
Jacobson & Schmitt Advisors
Wisconsin
$1.1M -$8.97K -367 -0.8%
EGA
24
Eagle Global Advisors
Texas
$1.1M -$208K -8,510 -16%
AP
25
Advisors Preferred
Maryland
$1.08M -$92.2K -3,770 -8%

SHYD Hedge Fund Activity: Q4 2020 in Review

75 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2020, worth a combined $103M — up 0.32% from $103M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHYD positions and 7 closed out — a net gain of 7 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.79M. The largest seller was Estate Counselors, cutting an estimated $5.52M.

  • 75 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2020, up from 69 in Q3 2020.
  • Funds reported $103M of VanEck Short High Yield Muni ETF stock for Q4 2020, up 0.32% quarter-over-quarter.
  • 14 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2020 and 7 closed out, a net change of +7 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2020 was Citadel Advisors, an estimated $3.79M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2020 was Estate Counselors, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2020.