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VanEck Short Muni ETF

47 hedge funds and large institutions have $59.3M invested in VanEck Short Muni ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

24% more funds holding

Funds holding: 3847 (+9)

17% more capital invested

Capital invested by funds: $50.8M → $59.3M (+$8.52M)

2.61% more ownership

Funds ownership: 22.85%25.46% (+2.6%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$338K
Ameriprise
27
Ameriprise
Minnesota
$336K +$184K +10,424 +120%
NGA
28
Naples Global Advisors
Florida
$306K +$16.7K +950 +6%
AB
29
AT Bancorp
Iowa
$290K
AA
30
Ancora Advisors
Ohio
$275K
FAAS
31
First Allied Advisory Services
California
$273K -$8.81K -500 -3%
ICOA
32
Investment Centers of America
North Dakota
$214K
BA
33
Boston Advisors
Massachusetts
$204K +$204K +11,600 New
DAS
34
Dynamic Advisor Solutions
Arizona
$182K +$182K +10,325 New
VKH
35
Virtu KCG Holdings
New York
$180K +$180K +10,220 New
NES
36
New England Securities
New York
$170K -$44.9K -2,548 -21%
Citigroup
37
Citigroup
New York
$157K
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$151K -$39.2K -2,225 -21%
TFA
39
Transamerica Financial Advisors
Florida
$117K +$24.9K +1,412 +27%
VIA
40
Vantage Investment Advisors
Pennsylvania
$111K
BRWM
41
B. Riley Wealth Management
Tennessee
$88K +$88.2K +5,001 New
CFA
42
Carroll Financial Associates
North Carolina
$53K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$47K
DADC
44
D.A. Davidson & Co
Montana
$43K
ST
45
Smithfield Trust
Pennsylvania
$42K
ACS
46
Archford Capital Strategies
Illinois
$39.1K +$39.2K +2,225 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$22K
AP
48
Advisors Preferred
Maryland
-$584K -33,300 Closed

SMB Hedge Fund Activity: Q1 2014 in Review

47 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2014, worth a combined $59.3M — up 17% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMB positions and 1 closed out — a net gain of 9 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.77M. The largest seller was Advisors Preferred, exiting entirely with an estimated $584K sold.

  • 47 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2014, up from 38 in Q4 2013.
  • Funds reported $59.3M of VanEck Short Muni ETF stock for Q1 2014, up 17% quarter-over-quarter.
  • 10 funds opened new VanEck Short Muni ETF positions in Q1 2014 and 1 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2014 was Jane Street, an estimated $1.77M added.
  • The largest VanEck Short Muni ETF seller in Q1 2014 was Advisors Preferred, an estimated $584K sold.

Based on aggregated 13F filings for Q1 2014.