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VanEck Short Muni ETF
SMB

57 hedge funds and large institutions have $111M invested in VanEck Short Muni ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

2.09% more ownership

Funds ownership: 43.18% → 45.27% (+2.1%)

4% more capital invested

Capital invested by funds: $107M → $111M (+$4.74M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 59 → 57 (-2)

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.48M
2
CPO
Cerity Partners OCIO
New York
+$1.69M
3
UBS Group
UBS Group
Switzerland
+$1.69M
4
AA
Ancora Advisors
Ohio
+$694K
5
OC
Oppenheimer & Co
New York
+$643K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.29M
2
Bank of America
Bank of America
North Carolina
-$1.43M
3
B
Bailard
California
-$665K
4
MMA
Miracle Mile Advisors
California
-$407K
5
CCP
Cardan Capital Partners
Colorado
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.15M +$643K +36,601 +127%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$911K -$66.4K -3,778 -7%
MML Investors Services
28
MML Investors Services
Massachusetts
$493K -$86.4K -4,916 -15%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$424K -$7.28K -414 -2%
WP
30
WealthSource Partners
California
$395K +$7.72K +439 +2%
DC
31
Davenport & Co
Virginia
$355K – – –
AG
32
Advisor Group
Arizona
$345K – – –
NGA
33
Naples Global Advisors
Florida
$343K – – –
SWP
34
Stratos Wealth Partners
Ohio
$317K – – –
VIA
35
Vantage Investment Advisors
Pennsylvania
$313K +$11.4K +650 +4%
Comerica Bank
36
Comerica Bank
Texas
$296K -$16.7K -951 -5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$289K +$290K +16,473 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$233K -$169K -9,640 -42%
HighTower Advisors
39
HighTower Advisors
Illinois
$230K +$232K +13,178 New
TIM
40
Tortoise Investment Management
New York
$228K – – –
ZIC
41
ZWJ Investment Counsel
Georgia
$228K – – –
VF
42
Virtu Financial
New York
$224K +$225K +12,783 New
KCPG
43
Kavar Capital Partners Group
Kansas
$219K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K +$2.21K +126 +1%
First Trust Advisors
45
First Trust Advisors
Illinois
$199K -$9.46K -538 -5%
RWP
46
RWA Wealth Partners
Massachusetts
$188K -$42.2K -2,399 -18%
FPFS
47
First Personal Financial Services
North Carolina
$179K -$14.4K -818 -7%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$173K +$35 +2 +0%
PCM
49
Prelude Capital Management
New York
$164K +$164K +9,339 New
WIM
50
Westside Investment Management
California
$104K +$316 +18 +0.3%
1
2
3

SMB Hedge Fund Activity: Q3 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2017, worth a combined $111M — up 4.4% from $107M a quarter earlier.

Fund positioning in SMB was balanced in Q3 2017: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $3.48M. The largest seller was Susquehanna International Group, cutting an estimated $2.29M.

  • 57 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2017, down from 59 in Q2 2017.
  • Funds reported $111M of VanEck Short Muni ETF stock for Q3 2017, up 4.4% quarter-over-quarter.
  • 6 funds opened new VanEck Short Muni ETF positions in Q3 2017 and 6 closed out, a net change of 0 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2017 was Jane Street, an estimated $3.48M added.
  • The largest VanEck Short Muni ETF seller in Q3 2017 was Susquehanna International Group, an estimated $2.29M sold.

Based on aggregated 13F filings for Q3 2017.