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VanEck Short High Yield Muni ETF

98 hedge funds and large institutions have $162M invested in VanEck Short High Yield Muni ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $132M → $162M (+$30.7M)

17.82% more ownership

Funds ownership: 82.47%100.29% (+18%)

10% more funds holding

Funds holding: 8998 (+9)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
52
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15M +$1.86M +73,898 +14%
Bank of America
2
Bank of America
North Carolina
$14.6M +$1.85M +73,196 +15%
Wells Fargo
3
Wells Fargo
California
$12.6M +$3.46M +137,355 +39%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.9M +$872K +34,591 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.14M +$6.13M +243,119 +210%
LPL Financial
6
LPL Financial
California
$6.52M +$2.33M +92,256 +56%
UBS Group
7
UBS Group
Switzerland
$6.44M +$783K +31,041 +14%
Truist Financial
8
Truist Financial
North Carolina
$5.63M +$465K +18,441 +9%
Ameriprise
9
Ameriprise
Minnesota
$4.61M +$2.89M +114,556 +108%
TIM
10
Tortoise Investment Management
New York
$4.04M +$2.12M +83,975 +113%
NGA
11
Naples Global Advisors
Florida
$3.98M +$351K +13,905 +10%
MWC
12
MBM Wealth Consultants
Missouri
$3.61M +$164K +6,515 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.02M +$589K +23,345 +24%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.84M +$1.97M +78,266 +234%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.58M +$289K +11,465 +13%
SCA
16
Snowden Capital Advisors
New York
$2.58M +$1.07M +42,497 +72%
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$2.43M +$421K +16,686 +21%
CAN
18
Cetera Advisor Networks
California
$2.14M +$1.78M +70,497 +515%
SWRP
19
Summit Wealth & Retirement Planning
California
$1.98M -$60.6K -2,402 -3%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.93M +$225K +8,926 +13%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.67M +$119K +4,738 +8%
DWM
22
Dakota Wealth Management
Florida
$1.66M +$986K +39,090 +150%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.64M +$527K +20,895 +48%
HWA
24
Heartwood Wealth Advisors
Virginia
$1.62M -$3.86M -153,137 -71%
OMC
25
Old Mission Capital
Illinois
$1.62M +$1.6M +63,571 New

SHYD Hedge Fund Activity: Q2 2021 in Review

98 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2021, worth a combined $162M — up 23% from $132M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHYD positions and 5 closed out — a net gain of 10 holders — while 52 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $6.13M. The largest seller was Estate Counselors, exiting entirely with an estimated $3.97M sold.

  • 98 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2021, up from 89 in Q1 2021.
  • Funds reported $162M of VanEck Short High Yield Muni ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 15 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2021 and 5 closed out, a net change of +10 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $6.13M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2021 was Estate Counselors, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2021.