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VanEck Short High Yield Muni ETF

102 hedge funds and large institutions have $219M invested in VanEck Short High Yield Muni ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 103102 (-1)

5.57% less ownership

Funds ownership: 162.83%157.26% (-5.6%)

6% less capital invested

Capital invested by funds: $234M → $219M (-$14.9M)

Holders
102
Holders Change
-1
Holders Change %
-0.97%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
40
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$43.8M +$19.5M +859,381 +75%
PWPS
2
Pinnacle Wealth Planning Services
Ohio
$18M
Morgan Stanley
3
Morgan Stanley
New York
$13.8M +$500K +22,063 +4%
Bank of America
4
Bank of America
North Carolina
$12.7M -$8.08M -356,764 -38%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M +$1.55M +68,542 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.11M -$2M -88,322 -17%
LWA
7
LWS Wealth Advisors
New Jersey
$8.74M +$9.1M +401,610 New
Osaic Holdings
8
Osaic Holdings
Arizona
$6.63M +$3.25M +143,704 +89%
CAL
9
Capital Analysts LLC
Pennsylvania
$6.55M +$383K +16,914 +6%
LPL Financial
10
LPL Financial
California
$6.4M -$681K -30,058 -9%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$5.93M +$1.64M +72,392 +36%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.86M +$357K +15,767 +6%
UBS Group
13
UBS Group
Switzerland
$4.41M -$158K -6,959 -3%
Ameriprise
14
Ameriprise
Minnesota
$4.38M -$31.8K -1,405 -0.7%
Truist Financial
15
Truist Financial
North Carolina
$3.6M +$198K +8,753 +6%
NGA
16
Naples Global Advisors
Florida
$3.08M -$247K -10,920 -7%
TIM
17
Tortoise Investment Management
New York
$2.88M -$859K -37,945 -22%
WJA
18
Willis Johnson & Associates
Texas
$2.84M +$1.48M +65,148 +100%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.61M -$493K -21,754 -15%
SFM
20
Signet Financial Management
New Jersey
$2.34M +$1.17M +51,561 +92%
CAN
21
Cetera Advisor Networks
California
$2.11M -$167K -7,366 -7%
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$1.73M -$361K -15,949 -17%
AF
23
Allworth Financial
California
$1.72M +$1.57M +69,431 +739%
SWRP
24
Summit Wealth & Retirement Planning
California
$1.48M
HW
25
Hamilton Wealth
California
$1.46M -$912K -40,272 -38%

SHYD Hedge Fund Activity: Q3 2022 in Review

102 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q3 2022, worth a combined $219M — down 6.4% from $234M a quarter earlier.

Fund positioning in SHYD was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 40 added to existing stakes and 32 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.5M. The largest seller was Jane Street, exiting entirely with an estimated $30.7M sold.

  • 102 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q3 2022, down from 103 in Q2 2022.
  • Funds reported $219M of VanEck Short High Yield Muni ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 12 funds opened new VanEck Short High Yield Muni ETF positions in Q3 2022 and 12 closed out, a net change of 0 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q3 2022 was Wells Fargo, an estimated $19.5M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q3 2022 was Jane Street, an estimated $30.7M sold.

Based on aggregated 13F filings for Q3 2022.