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VanEck Short Muni ETF
SMB

77 hedge funds and large institutions have $109M invested in VanEck Short Muni ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

35% more funds holding

Funds holding: 57 → 77 (+20)

0.89% more ownership

Funds ownership: 45.27% → 46.16% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $111M → $109M (-$2.86M)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
77
Holders Change
+20
Holders Change %
+35.09%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
19
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.92M
2
AB
AT Bancorp
Iowa
+$1.05M
3
RJA
Raymond James & Associates
Florida
+$610K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$514K
5
Citadel Advisors
Citadel Advisors
Florida
+$459K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.27M
2
Jane Street
Jane Street
New York
-$1.9M
3
MG
Mather Group
Illinois
-$1.52M
4
CPO
Cerity Partners OCIO
New York
-$1.22M
5
B
Bailard
California
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
$784K -$436K -25,000 -35%
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$569K -$575K -33,000 -50%
AFC
28
AFT Forsyth & Company
Florida
$536K +$542K +31,065 New
MML Investors Services
29
MML Investors Services
Massachusetts
$526K +$41.7K +2,389 +8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$508K +$514K +29,472 New
Citadel Advisors
31
Citadel Advisors
Florida
$454K +$459K +26,327 New
RCAG
32
Rehmann Capital Advisory Group
Michigan
$418K +$715 +41 +0.2%
WLIM
33
White Lighthouse Investment Management
Massachusetts
$402K +$406K +23,300 New
WP
34
WealthSource Partners
California
$380K -$8.6K -493 -2%
UBS AM
35
UBS AM
Illinois
$372K +$376K +21,587 New
DC
36
Davenport & Co
Virginia
$349K – – –
AG
37
Advisor Group
Arizona
$339K – – –
NGA
38
Naples Global Advisors
Florida
$332K -$5.23K -300 -2%
Goldman Sachs
39
Goldman Sachs
New York
$308K +$311K +17,859 New
W
40
WealthShield
North Carolina
$279K +$282K +16,169 New
WP
41
WealthShield Partners
North Carolina
$279K +$282K +16,169 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$260K -$24.3K -1,392 -8%
SWP
43
Stratos Wealth Partners
Ohio
$253K -$59.3K -3,400 -19%
VF
44
Virtu Financial
New York
$244K +$23.6K +1,355 +11%
HighTower Advisors
45
HighTower Advisors
Illinois
$228K +$314 +18 +0.1%
TSS
46
Two Sigma Securities
New York
$226K +$229K +13,121 New
ZIC
47
ZWJ Investment Counsel
Georgia
$224K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$220K +$50.1K +2,872 +29%
KCPG
49
Kavar Capital Partners Group
Kansas
$216K – – –
JWS
50
Juncture Wealth Strategies
Arizona
$212K +$215K +12,303 New
1
2
3 4

SMB Hedge Fund Activity: Q4 2017 in Review

77 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2017, worth a combined $109M — down 2.6% from $111M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SMB positions and 3 closed out — a net gain of 20 holders — while 19 added to existing stakes and 24 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.92M. The largest seller was Bank of America, cutting an estimated $2.27M.

  • 77 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $109M of VanEck Short Muni ETF stock for Q4 2017, down 2.6% quarter-over-quarter.
  • 23 funds opened new VanEck Short Muni ETF positions in Q4 2017 and 3 closed out, a net change of +20 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $4.92M added.
  • The largest VanEck Short Muni ETF seller in Q4 2017 was Bank of America, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2017.