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VanEck Short High Yield Muni ETF

113 hedge funds and large institutions have $199M invested in VanEck Short High Yield Muni ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

4% more funds holding

Funds holding: 109113 (+4)

0.12% less ownership

Funds ownership: 63.07%62.95% (-0.12%)

4% less capital invested

Capital invested by funds: $207M → $199M (-$8.49M)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30M +$4.92M +221,303 +20%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$27.9M +$4.74M +213,195 +21%
Morgan Stanley
3
Morgan Stanley
New York
$21.5M -$1.11M -49,844 -5%
Wells Fargo
4
Wells Fargo
California
$18.3M -$3.08M -138,458 -14%
Bank of America
5
Bank of America
North Carolina
$9.86M -$719K -32,319 -7%
LPL Financial
6
LPL Financial
California
$6.66M +$175K +7,848 +3%
DWM
7
Dakota Wealth Management
Florida
$5.85M -$191K -8,563 -3%
Jane Street
8
Jane Street
New York
$5.36M -$969K -43,557 -15%
FFA
9
Fragasso Financial Advisors
Pennsylvania
$4.84M -$2.46M -110,584 -34%
Truist Financial
10
Truist Financial
North Carolina
$3.91M +$13.3K +596 +0.3%
UBS Group
11
UBS Group
Switzerland
$3.78M -$1.56M -70,298 -29%
Ameriprise
12
Ameriprise
Minnesota
$3.29M -$78.1K -3,512 -2%
FFA
13
First Foundation Advisors
California
$3.15M +$50.3K +2,259 +2%
WJA
14
Willis Johnson & Associates
Texas
$2.51M +$39.2K +1,762 +2%
HNWAG
15
High Net Worth Advisory Group
Florida
$2.28M +$356 +16 +0%
SFS
16
Sowell Financial Services
Arkansas
$2.09M -$12.6K -568 -0.6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.07M -$132K -5,938 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.95M -$18.7K -839 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.91M +$31.1K +1,400 +2%
BCG
20
Breakwater Capital Group
New Jersey
$1.66M -$67.3K -3,025 -4%
KC
21
Kades & Cheifetz
Pennsylvania
$1.58M -$165K -7,423 -9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.53M -$531K -23,852 -26%
VWA
23
Visionary Wealth Advisors
Illinois
$1.44M +$34.3K +1,541 +2%
SI
24
Stephens Inc
Arkansas
$1.43M
RCAG
25
Rehmann Capital Advisory Group
Michigan
$1.39M +$1.38M +62,000 New

SHYD Hedge Fund Activity: Q2 2024 in Review

113 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q2 2024, worth a combined $199M — down 4.1% from $207M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHYD positions and 8 closed out — a net gain of 6 holders — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.92M. The largest seller was Citadel Advisors, cutting an estimated $6.32M.

  • 113 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q2 2024, up from 109 in Q1 2024.
  • Funds reported $199M of VanEck Short High Yield Muni ETF stock for Q2 2024, down 4.1% quarter-over-quarter.
  • 14 funds opened new VanEck Short High Yield Muni ETF positions in Q2 2024 and 8 closed out, a net change of +6 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $4.92M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q2 2024 was Citadel Advisors, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2024.