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VanEck Short High Yield Muni ETF

111 hedge funds and large institutions have $205M invested in VanEck Short High Yield Muni ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

11% more funds holding

Funds holding: 100111 (+11)

0% more capital invested

Capital invested by funds: $205M → $205M (+$225K)

0.11% less ownership

Funds ownership: 127.31%127.21% (-0.11%)

Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
45
Reduced
23
Closed
5
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
$21M +$4.13M +164,801 +25%
Wells Fargo
2
Wells Fargo
California
$16.5M +$1.94M +77,344 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.5M +$1.74M +69,384 +16%
Morgan Stanley
4
Morgan Stanley
New York
$12.3M -$201K -8,036 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.2M -$539K -21,538 -4%
Ameriprise
6
Ameriprise
Minnesota
$8.79M -$202K -8,071 -2%
LPL Financial
7
LPL Financial
California
$8.35M +$959K +38,290 +13%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$8.34M +$5.65M +225,685 +213%
TIM
9
Tortoise Investment Management
New York
$6.76M -$74.9K -2,993 -1%
UBS Group
10
UBS Group
Switzerland
$6.25M +$88.2K +3,523 +1%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$5.02M
NGA
12
Naples Global Advisors
Florida
$4.57M +$379K +15,130 +9%
MWC
13
MBM Wealth Consultants
Missouri
$4.54M +$883K +35,266 +24%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.72M +$654K +26,100 +21%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.57M +$600K +23,958 +20%
Truist Financial
16
Truist Financial
North Carolina
$3.55M +$58.2K +2,326 +2%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M +$471K +18,820 +16%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.23M +$1.03M +40,982 +47%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.2M +$140K +5,593 +5%
SCA
20
Snowden Capital Advisors
New York
$2.3M -$278K -11,101 -11%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.11M +$442K +17,638 +27%
RJA
22
Raymond James & Associates
Florida
$2.11M +$68.3K +2,729 +3%
CAN
23
Cetera Advisor Networks
California
$2.06M -$34.3K -1,368 -2%
DWM
24
Dakota Wealth Management
Florida
$1.88M +$134K +5,344 +8%
UWM
25
USAdvisors Wealth Management
Minnesota
$1.83M +$169K +6,763 +10%

SHYD Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2021, worth a combined $205M — up 0.11% from $205M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHYD positions and 5 closed out — a net gain of 13 holders — while 45 added to existing stakes and 23 trimmed.

The largest buyer was Trustmark National Bank Trust Department, adding an estimated $5.65M. The largest seller was Jane Street, cutting an estimated $22.5M.

  • 111 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2021, up from 100 in Q3 2021.
  • Funds reported $205M of VanEck Short High Yield Muni ETF stock for Q4 2021, up 0.11% quarter-over-quarter.
  • 18 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2021 and 5 closed out, a net change of +13 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2021 was Trustmark National Bank Trust Department, an estimated $5.65M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2021 was Jane Street, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2021.