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VanEck Short High Yield Muni ETF

89 hedge funds and large institutions have $132M invested in VanEck Short High Yield Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

28% more capital invested

Capital invested by funds: $103M → $132M (+$28.6M)

19% more funds holding

Funds holding: 7589 (+14)

17.58% more ownership

Funds ownership: 64.88%82.47% (+18%)

Holders
89
Holders Change
+14
Holders Change %
+18.67%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.9M +$4.11M +164,171 +47%
Bank of America
2
Bank of America
North Carolina
$12.5M +$3.7M +147,799 +42%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M +$6.7M +267,113 +162%
Wells Fargo
4
Wells Fargo
California
$8.93M +$1.2M +47,784 +15%
UBS Group
5
UBS Group
Switzerland
$5.56M +$8.12K +324 +0.1%
HWA
6
Heartwood Wealth Advisors
Virginia
$5.43M +$615K +24,523 +13%
Truist Financial
7
Truist Financial
North Carolina
$5.07M +$403K +16,059 +9%
LPL Financial
8
LPL Financial
California
$4.1M +$1.23M +49,129 +43%
EC
9
Estate Counselors
Wisconsin
$3.97M -$628K -25,075 -14%
NGA
10
Naples Global Advisors
Florida
$3.56M -$39.1K -1,560 -1%
MWC
11
MBM Wealth Consultants
Missouri
$3.39M +$77.4K +3,089 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.9M +$655K +26,126 +29%
Jane Street
13
Jane Street
New York
$2.73M +$269K +10,742 +11%
Ameriprise
14
Ameriprise
Minnesota
$2.65M +$1.02M +40,651 +62%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.39M +$430K +17,160 +22%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M -$131K -5,210 -5%
SWRP
17
Summit Wealth & Retirement Planning
California
$2.01M +$593K +23,655 +42%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$1.97M +$430K +17,148 +28%
FTUS
19
Flow Traders U.S.
New York
$1.96M +$1.96M +78,125 New
TIM
20
Tortoise Investment Management
New York
$1.87M +$99K +3,950 +6%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.67M +$455K +18,147 +37%
UWM
22
USAdvisors Wealth Management
Minnesota
$1.55M +$1.55M +62,035 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.52M +$611K +24,375 +67%
SCA
24
Snowden Capital Advisors
New York
$1.47M +$565K +22,545 +62%
LSPW
25
Lake Street Private Wealth
Illinois
$1.42M -$31.1K -1,240 -2%

SHYD Hedge Fund Activity: Q1 2021 in Review

89 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2021, worth a combined $132M — up 28% from $103M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SHYD positions and 7 closed out — a net gain of 14 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.85M sold.

  • 89 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2021, up from 75 in Q4 2020.
  • Funds reported $132M of VanEck Short High Yield Muni ETF stock for Q1 2021, up 28% quarter-over-quarter.
  • 21 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2021 and 7 closed out, a net change of +14 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $6.7M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2021 was Citadel Advisors, an estimated $3.85M sold.

Based on aggregated 13F filings for Q1 2021.