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VanEck Short Muni ETF

69 hedge funds and large institutions have $94.9M invested in VanEck Short Muni ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $82.1M → $94.9M (+$12.8M)

8% more funds holding

Funds holding: 6469 (+5)

6.11% more ownership

Funds ownership: 41.39%47.5% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
17
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$785K +$467K +27,190 +149%
AA
27
Ancora Advisors
Ohio
$737K -$49K -2,850 -6%
MML Investors Services
28
MML Investors Services
Massachusetts
$691K -$21.6K -1,260 -3%
GIA
29
Gladstone Institutional Advisory
Florida
$605K +$601K +34,958 New
PPW
30
Pasadena Private Wealth
California
$580K +$576K +33,526 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$566K -$48.4K -2,815 -8%
AFC
32
AFT Forsyth & Company
Florida
$527K
HighTower Advisors
33
HighTower Advisors
Illinois
$498K +$494K +28,743 New
OC
34
Oppenheimer & Co
New York
$495K
WP
35
WealthSource Partners
California
$404K +$7.68K +447 +2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$396K -$603K -35,124 -61%
JP Morgan Chase
37
JP Morgan Chase
New York
$394K -$95.4K -5,555 -20%
CCG
38
Chatham Capital Group
Georgia
$381K
DC
39
Davenport & Co
Virginia
$350K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$324K +$112K +6,495 +53%
NGA
41
Naples Global Advisors
Florida
$323K
WCM
42
WealthBridge Capital Management
Ohio
$318K +$316K +18,376 New
MAP
43
Milestone Advisory Partners
North Carolina
$312K
CC
44
Cypress Capital
Tennessee
$299K +$297K +17,260 New
DC
45
DeDora Capital
California
$281K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$272K +$270K +15,726 New
UBS AM
47
UBS AM
Illinois
$267K -$115K -6,701 -30%
JWS
48
Juncture Wealth Strategies
Arizona
$245K -$52.6K -3,062 -18%
WP
49
WealthShield Partners
North Carolina
$244K -$16.3K -946 -6%
WLIM
50
White Lighthouse Investment Management
Massachusetts
$234K -$68.7K -4,000 -23%

SMB Hedge Fund Activity: Q4 2018 in Review

69 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2018, worth a combined $94.9M — up 16% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMB positions and 7 closed out — a net gain of 7 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.63M. The largest seller was Geneos Wealth Management, cutting an estimated $4.11M.

  • 69 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $94.9M of VanEck Short Muni ETF stock for Q4 2018, up 16% quarter-over-quarter.
  • 14 funds opened new VanEck Short Muni ETF positions in Q4 2018 and 7 closed out, a net change of +7 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $9.63M added.
  • The largest VanEck Short Muni ETF seller in Q4 2018 was Geneos Wealth Management, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2018.