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VanEck Short High Yield Muni ETF

109 hedge funds and large institutions have $207M invested in VanEck Short High Yield Muni ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.84% less ownership

Funds ownership: 68.91%63.07% (-5.8%)

9% less funds holding

Funds holding: 120109 (-11)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

17% less capital invested

Capital invested by funds: $249M → $207M (-$42.3M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
36
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.1M +$301K +13,574 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$23.2M +$3.54M +159,387 +18%
Morgan Stanley
3
Morgan Stanley
New York
$22.6M -$21M -944,018 -48%
Wells Fargo
4
Wells Fargo
California
$21.5M -$943K -42,491 -4%
Bank of America
5
Bank of America
North Carolina
$10.6M +$1.31M +59,057 +14%
FFA
6
Fragasso Financial Advisors
Pennsylvania
$7.33M -$2.28M -102,642 -24%
Citadel Advisors
7
Citadel Advisors
Florida
$6.69M +$5.99M +269,944 +951%
LPL Financial
8
LPL Financial
California
$6.5M +$538K +24,226 +9%
Jane Street
9
Jane Street
New York
$6.34M -$13M -586,675 -67%
DWM
10
Dakota Wealth Management
Florida
$6.05M +$2.72M +122,506 +83%
UBS Group
11
UBS Group
Switzerland
$5.36M +$1.45M +65,458 +38%
Truist Financial
12
Truist Financial
North Carolina
$3.91M +$120K +5,389 +3%
Ameriprise
13
Ameriprise
Minnesota
$3.38M -$257K -11,563 -7%
FFA
14
First Foundation Advisors
California
$3.11M -$825K -37,168 -21%
WJA
15
Willis Johnson & Associates
Texas
$2.47M +$121K +5,461 +5%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$2.44M +$99.1K +4,463 +4%
HNWAG
17
High Net Worth Advisory Group
Florida
$2.29M +$222 +10 +0%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.21M -$73.9K -3,328 -3%
SFS
19
Sowell Financial Services
Arkansas
$2.11M +$5.82K +262 +0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.07M -$912K -41,098 -31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.97M -$33.9K -1,528 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.88M +$714K +32,150 +62%
KC
23
Kades & Cheifetz
Pennsylvania
$1.75M -$79.1K -3,561 -4%
BCG
24
Breakwater Capital Group
New Jersey
$1.73M -$177K -7,971 -9%
SI
25
Stephens Inc
Arkansas
$1.43M -$34.8K -1,568 -2%

SHYD Hedge Fund Activity: Q1 2024 in Review

109 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q1 2024, worth a combined $207M — down 17% from $249M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SHYD and 8 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 36 added.

The largest buyer was Citadel Advisors, adding an estimated $5.99M. The largest seller was Morgan Stanley, cutting an estimated $21M.

  • 109 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q1 2024, down from 120 in Q4 2023.
  • Funds reported $207M of VanEck Short High Yield Muni ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 8 funds opened new VanEck Short High Yield Muni ETF positions in Q1 2024 and 15 closed out, a net change of -7 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q1 2024 was Citadel Advisors, an estimated $5.99M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q1 2024 was Morgan Stanley, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2024.