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VanEck Short High Yield Muni ETF

113 hedge funds and large institutions have $212M invested in VanEck Short High Yield Muni ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

4% more funds holding

Funds holding: 109113 (+4)

4% less capital invested

Capital invested by funds: $221M → $212M (-$8.73M)

5.23% less ownership

Funds ownership: 155.63%150.4% (-5.2%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
48
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.2M -$13.5M -603,297 -30%
Morgan Stanley
2
Morgan Stanley
New York
$17.7M +$1.27M +56,687 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.1M +$2.15M +96,196 +15%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$11.7M +$3.19M +142,694 +37%
Bank of America
5
Bank of America
North Carolina
$11.7M +$252K +11,282 +2%
LPL Financial
6
LPL Financial
California
$7.57M +$1.19M +53,149 +19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.94M -$2.65M -118,300 -28%
CAL
8
Capital Analysts LLC
Pennsylvania
$6.83M -$135K -6,011 -2%
GSIS
9
Global Strategic Investment Solutions
Arizona
$6.22M +$6.24M +278,961 New
UBS Group
10
UBS Group
Switzerland
$5.54M +$648K +28,970 +13%
Jane Street
11
Jane Street
New York
$4.88M +$4.9M +219,018 New
Ameriprise
12
Ameriprise
Minnesota
$4.45M +$104K +4,658 +2%
VWA
13
Visionary Wealth Advisors
Illinois
$3.97M -$804K -35,926 -17%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$3.97M -$4.63M -206,831 -54%
Truist Financial
15
Truist Financial
North Carolina
$3.7M +$504K +22,516 +16%
AF
16
Allworth Financial
California
$3.62M +$670K +29,953 +23%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.19M -$367K -16,378 -10%
WJA
18
Willis Johnson & Associates
Texas
$2.94M +$94.1K +4,204 +3%
SFM
19
Signet Financial Management
New Jersey
$2.91M +$345K +15,409 +13%
DWM
20
Dakota Wealth Management
Florida
$2.9M +$214K +9,579 +8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.55M +$562K +25,102 +28%
CAN
22
Cetera Advisor Networks
California
$2.52M -$99.1K -4,429 -4%
NGA
23
Naples Global Advisors
Florida
$2.33M -$461K -20,610 -16%
HNWAG
24
High Net Worth Advisory Group
Florida
$2.27M +$179 +8 +0%
BCG
25
Breakwater Capital Group
New Jersey
$2.03M +$164K +7,325 +9%

SHYD Hedge Fund Activity: Q1 2023 in Review

113 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2023, worth a combined $212M — down 4% from $221M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHYD positions and 10 closed out — a net gain of 6 holders — while 48 added to existing stakes and 32 trimmed.

The largest buyer was Global Strategic Investment Solutions, opening a new position worth an estimated $6.24M. The largest seller was Wells Fargo, cutting an estimated $13.5M.

  • 113 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2023, up from 109 in Q4 2022.
  • Funds reported $212M of VanEck Short High Yield Muni ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 16 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2023 and 10 closed out, a net change of +6 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2023 was Global Strategic Investment Solutions, an estimated $6.24M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2023 was Wells Fargo, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2023.