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VanEck Short High Yield Muni ETF

102 hedge funds and large institutions have $209M invested in VanEck Short High Yield Muni ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

10.71% more ownership

Funds ownership: 127.21%137.92% (+11%)

2% more capital invested

Capital invested by funds: $205M → $209M (+$4.36M)

8% less funds holding

Funds holding: 111102 (-9)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
102
Holders Change
-9
Holders Change %
-8.11%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
37
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$22M +$22.6M +933,653 +8,446%
Bank of America
2
Bank of America
North Carolina
$19.7M +$331K +13,674 +2%
Wells Fargo
3
Wells Fargo
California
$15.6M +$358K +14,822 +2%
Morgan Stanley
4
Morgan Stanley
New York
$13.2M +$1.92M +79,237 +16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.7M +$1.4M +57,925 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.5M -$147K -6,095 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.51M +$374K +15,446 +10%
LPL Financial
8
LPL Financial
California
$6.64M -$1.12M -46,442 -14%
UBS Group
9
UBS Group
Switzerland
$5.67M -$111K -4,592 -2%
TIM
10
Tortoise Investment Management
New York
$5.49M -$792K -32,769 -12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.46M +$3.64M +150,613 +179%
Ameriprise
12
Ameriprise
Minnesota
$4.79M -$3.47M -143,299 -41%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$4.64M
MWC
14
MBM Wealth Consultants
Missouri
$4.23M +$32.2K +1,332 +0.7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.17M +$903K +37,334 +26%
NGA
16
Naples Global Advisors
Florida
$3.84M -$408K -16,855 -9%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.53M +$560K +23,155 +18%
Truist Financial
18
Truist Financial
North Carolina
$3.44M +$167K +6,912 +5%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$2.81M -$5.09M -210,498 -63%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.65M -$318K -13,155 -10%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.36M +$2.46M +101,629 New
CAN
22
Cetera Advisor Networks
California
$2.14M +$245K +10,147 +12%
FTUS
23
Flow Traders U.S.
New York
$2.05M +$1.23M +50,706 +136%
SWRP
24
Summit Wealth & Retirement Planning
California
$1.59M -$27.8K -1,151 -2%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M -$1.74M -71,772 -53%

SHYD Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2022, worth a combined $209M — up 2.1% from $205M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SHYD and 11 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, adding an estimated $22.6M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $5.09M.

  • 102 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2022, down from 111 in Q4 2021.
  • Funds reported $209M of VanEck Short High Yield Muni ETF stock for Q1 2022, up 2.1% quarter-over-quarter.
  • 11 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2022 and 18 closed out, a net change of -7 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2022 was Jane Street, an estimated $22.6M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2022 was Trustmark National Bank Trust Department, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2022.