We are live on ! Find out more
SMB icon

VanEck Short Muni ETF

48 hedge funds and large institutions have $93M invested in VanEck Short Muni ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $86.9M → $93M (+$6.16M)

3.46% more ownership

Funds ownership: 30.97%34.43% (+3.5%)

4% less funds holding

Funds holding: 5048 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
18
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bailard
California
$657K +$659K +37,825 New
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$615K +$87.1K +5,000 +16%
VKH
28
Virtu KCG Holdings
New York
$600K +$602K +34,529 New
LPL Financial
29
LPL Financial
California
$551K +$91.5K +5,251 +20%
KIM
30
Karpus Investment Management
New York
$445K
FPFS
31
First Personal Financial Services
North Carolina
$417K -$69.4K -3,980 -14%
DC
32
Davenport & Co
Virginia
$378K
NGA
33
Naples Global Advisors
Florida
$376K
FC
34
Forte Capital
New York
$352K
GAM
35
Gould Asset Management
California
$317K +$12.2K +700 +4%
AIG
36
American International Group
New York
$276K -$96.8K -5,556 -26%
CFS
37
Commonwealth Financial Services
West Virginia
$229K -$27.4K -1,574 -11%
VIA
38
Vantage Investment Advisors
Pennsylvania
$109K -$110K -6,300 -50%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$81K
DADC
40
D.A. Davidson & Co
Montana
$79K
CFA
41
Carroll Financial Associates
North Carolina
$52K +$52.3K +3,000 New
MAA
42
Managed Account Advisors
New Jersey
$24K +$23.7K +1,360 New
PSUF
43
People's United Financial
Connecticut
$20K
BCA
44
Bray Capital Advisors
Florida
$17K +$17.4K +1,000 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$13K +$11.3K +648 +514%
GAM
46
Gemmer Asset Management
California
$11K -$1.92K -110 -15%
TFA
47
Transamerica Financial Advisors
Florida
$1K -$45.6K -2,618 -100%
EWMCB
48
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$4.73M -269,291 Closed
AB
49
AT Bancorp
Iowa
-$290K -16,500 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
-$228K -12,989 Closed

SMB Hedge Fund Activity: Q2 2015 in Review

48 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2015, worth a combined $93M — up 7.1% from $86.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMB and 8 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 18 added.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $3.96M. The largest seller was EisnerAmper Wealth Management Corporate Benefits, exiting entirely with an estimated $4.73M sold.

  • 48 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2015, down from 50 in Q1 2015.
  • Funds reported $93M of VanEck Short Muni ETF stock for Q2 2015, up 7.1% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q2 2015 and 9 closed out, a net change of -1 holder.
  • The largest VanEck Short Muni ETF buyer in Q2 2015 was Miracle Mile Advisors, an estimated $3.96M added.
  • The largest VanEck Short Muni ETF seller in Q2 2015 was EisnerAmper Wealth Management Corporate Benefits, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2015.