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VanEck Short High Yield Muni ETF

120 hedge funds and large institutions have $249M invested in VanEck Short High Yield Muni ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $210M → $249M (+$39.2M)

11.23% more ownership

Funds ownership: 57.67%68.91% (+11%)

9% more funds holding

Funds holding: 110120 (+10)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
39
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.2M +$22.7M +1,046,753 +115%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.5M +$5.47M +251,723 +29%
Wells Fargo
3
Wells Fargo
California
$22.1M -$6.04M -278,120 -22%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19.4M +$2.36M +108,421 +14%
Jane Street
5
Jane Street
New York
$19.2M +$1.1M +50,639 +6%
FFA
6
Fragasso Financial Advisors
Pennsylvania
$9.51M +$9.33M +429,551 New
Bank of America
7
Bank of America
North Carolina
$9.16M +$912K +41,967 +11%
GSIS
8
Global Strategic Investment Solutions
Arizona
$7.55M +$607K +27,947 +9%
LPL Financial
9
LPL Financial
California
$5.88M -$5.41M -248,854 -48%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.69M +$4.17M +191,945 +961%
FTUS
11
Flow Traders U.S.
New York
$4.37M +$3.2M +147,476 +296%
FFA
12
First Foundation Advisors
California
$3.89M +$3.18M +146,486 +499%
UBS Group
13
UBS Group
Switzerland
$3.84M -$500K -23,025 -12%
Truist Financial
14
Truist Financial
North Carolina
$3.74M -$191K -8,773 -5%
Ameriprise
15
Ameriprise
Minnesota
$3.59M -$135K -6,217 -4%
DWM
16
Dakota Wealth Management
Florida
$3.26M +$79.3K +3,652 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.95M -$1.45M -66,591 -33%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.32M +$1.89M +87,168 +488%
WJA
19
Willis Johnson & Associates
Texas
$2.32M +$163K +7,496 +8%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$2.31M +$326K +15,027 +17%
HNWAG
21
High Net Worth Advisory Group
Florida
$2.26M +$500 +23 +0%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.25M -$256K -11,790 -10%
SFS
23
Sowell Financial Services
Arkansas
$2.08M -$17.8K -819 -0.9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.98M -$1M -46,254 -34%
BCG
25
Breakwater Capital Group
New Jersey
$1.87M +$185K +8,531 +11%

SHYD Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2023, worth a combined $249M — up 19% from $210M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHYD positions and 17 closed out — a net gain of 11 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.7M. The largest seller was Capital Analysts LLC, cutting an estimated $8.16M.

  • 120 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $249M of VanEck Short High Yield Muni ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 28 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2023 and 17 closed out, a net change of +11 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.7M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2023 was Capital Analysts LLC, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2023.