VanEck Short High Yield Muni ETF
SHYD
109 hedge funds and large institutions have $221M invested in VanEck Short High Yield Muni ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
7% more funds holding
Funds holding: 102 → 109 (+7)
1% more capital invested
Capital invested by funds: $219M → $221M (+$1.59M)
1.64% less ownership
Funds ownership: 157.26% → 155.63% (-1.6%)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$8.47M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$4.71M |
| 3 |
EH
Equitable Holdings
New York
|
+$3.2M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$2.48M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
-$18M |
| 2 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
-$8.74M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.2M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.57M |
SHYD Hedge Fund Activity: Q4 2022 in Review
109 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2022, worth a combined $221M — up 0.73% from $219M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SHYD positions and 16 closed out — a net gain of 9 holders — while 32 added to existing stakes and 38 trimmed.
The largest buyer was Fragasso Financial Advisors, opening a new position worth an estimated $8.47M. The largest seller was Pinnacle Wealth Planning Services, exiting entirely with an estimated $18M sold.
- 109 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2022, up from 102 in Q3 2022.
- Funds reported $221M of VanEck Short High Yield Muni ETF stock for Q4 2022, up 0.73% quarter-over-quarter.
- 25 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2022 and 16 closed out, a net change of +9 holders.
- The largest VanEck Short High Yield Muni ETF buyer in Q4 2022 was Fragasso Financial Advisors, an estimated $8.47M added.
- The largest VanEck Short High Yield Muni ETF seller in Q4 2022 was Pinnacle Wealth Planning Services, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2022.