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VanEck Short High Yield Muni ETF

126 hedge funds and large institutions have $211M invested in VanEck Short High Yield Muni ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

8% more funds holding

Funds holding: 117126 (+9)

3.05% more ownership

Funds ownership: 64.8%67.84% (+3%)

4% more capital invested

Capital invested by funds: $202M → $211M (+$8.86M)

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
50
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.1M +$1.34M +59,016 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$32.1M +$1.49M +65,778 +5%
Wells Fargo
3
Wells Fargo
California
$22.2M +$6.25M +275,522 +39%
Morgan Stanley
4
Morgan Stanley
New York
$19.3M -$1M -44,192 -5%
Bank of America
5
Bank of America
North Carolina
$9.97M +$715K +31,557 +8%
LPL Financial
6
LPL Financial
California
$6.36M -$820K -36,188 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.52M +$291K +12,857 +6%
DWM
8
Dakota Wealth Management
Florida
$5.34M +$363K +16,011 +7%
FFA
9
Fragasso Financial Advisors
Pennsylvania
$4.76M -$170K -7,494 -3%
UBS Group
10
UBS Group
Switzerland
$4.38M +$239K +10,538 +6%
Truist Financial
11
Truist Financial
North Carolina
$3.57M -$326K -14,377 -8%
Ameriprise
12
Ameriprise
Minnesota
$3.34M +$181K +8,001 +6%
FFA
13
First Foundation Advisors
California
$3.09M -$16.6K -733 -0.5%
Raymond James Financial
14
Raymond James Financial
Florida
$2.48M +$2.51M +110,527 New
WJA
15
Willis Johnson & Associates
Texas
$2.35M -$81.9K -3,613 -3%
HNWAG
16
High Net Worth Advisory Group
Florida
$2.29M -$2.42K -107 -0.1%
WANY
17
Wealthspire Advisors (New York)
New York
$1.9M +$1.92M +84,675 New
BCG
18
Breakwater Capital Group
New Jersey
$1.72M +$82.3K +3,630 +5%
KC
19
Kades & Cheifetz
Pennsylvania
$1.6M -$22.1K -977 -1%
OPAM
20
Ocean Park Asset Management
California
$1.43M +$1.44M +63,700 New
PPH
21
Pure Portfolios Holdings
Oregon
$1.42M +$268K +11,843 +23%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$1.4M +$4.42K +195 +0.3%
JSA
23
Jacobson & Schmitt Advisors
Wisconsin
$1.33M +$142K +6,259 +12%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.21M -$178K -7,869 -13%
SA
25
Sanctuary Advisors
Indiana
$1.12M +$55.5K +2,447 +5%

SHYD Hedge Fund Activity: Q4 2024 in Review

126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Short High Yield Muni ETF (SHYD) for Q4 2024, worth a combined $211M — up 4.4% from $202M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SHYD positions and 11 closed out — a net gain of 11 holders — while 50 added to existing stakes and 36 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.25M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.9M sold.

  • 126 institutional investors held VanEck Short High Yield Muni ETF (SHYD) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $211M of VanEck Short High Yield Muni ETF stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 22 funds opened new VanEck Short High Yield Muni ETF positions in Q4 2024 and 11 closed out, a net change of +11 holders.
  • The largest VanEck Short High Yield Muni ETF buyer in Q4 2024 was Wells Fargo, an estimated $6.25M added.
  • The largest VanEck Short High Yield Muni ETF seller in Q4 2024 was Goldman Sachs, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.