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VanEck Short Muni ETF
SMB

76 hedge funds and large institutions have $97.4M invested in VanEck Short Muni ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

10% more funds holding

Funds holding: 69 → 76 (+7)

3% more capital invested

Capital invested by funds: $94.9M → $97.4M (+$2.44M)

0.51% more ownership

Funds ownership: 47.5% → 48.01% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
19
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
+$2.35M
2
Wells Fargo
Wells Fargo
California
+$2.21M
3
Morgan Stanley
Morgan Stanley
New York
+$1.16M
4
RCAG
Rehmann Capital Advisory Group
Michigan
+$1.03M
5
MMA
Miracle Mile Advisors
California
+$784K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.05M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.98M
3
Bank of America
Bank of America
North Carolina
-$1.77M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$619K
5
PPW
Pasadena Private Wealth
California
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$1.01M +$213K +12,201 +27%
CPO
27
Cerity Partners OCIO
New York
$839K -$2.04K -117 -0.2%
MMA
28
Miracle Mile Advisors
California
$790K +$784K +44,979 New
MML Investors Services
29
MML Investors Services
Massachusetts
$769K +$67.3K +3,861 +10%
AA
30
Ancora Advisors
Ohio
$748K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$689K +$114K +6,533 +20%
OC
32
Oppenheimer & Co
New York
$689K +$185K +10,610 +37%
B
33
Bailard
California
$606K -$367K -21,050 -38%
GIA
34
Gladstone Institutional Advisory
Florida
$603K -$10.9K -627 -2%
AFC
35
AFT Forsyth & Company
Florida
$535K – – –
AP
36
Advisors Preferred
Maryland
$493K +$490K +28,080 New
CFS
37
Ceros Financial Services
Maryland
$493K +$490K +28,080 New
WP
38
WealthSource Partners
California
$412K +$1.97K +113 +0.5%
CCG
39
Chatham Capital Group
Georgia
$386K – – –
DC
40
Davenport & Co
Virginia
$356K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$337K +$334K +19,182 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$336K -$619K -35,490 -65%
WCM
43
WealthBridge Capital Management
Ohio
$320K -$2.79K -160 -0.9%
MAP
44
Milestone Advisory Partners
North Carolina
$317K – – –
NGA
45
Naples Global Advisors
Florida
$310K -$17.4K -1,000 -5%
CC
46
Cypress Capital
Tennessee
$303K – – –
DC
47
DeDora Capital
California
$286K – – –
VC
48
Vicus Capital
Pennsylvania
$282K +$280K +16,041 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$272K -$56.1K -3,217 -17%
JP Morgan Chase
50
JP Morgan Chase
New York
$260K -$139K -7,951 -35%
1
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SMB Hedge Fund Activity: Q1 2019 in Review

76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2019, worth a combined $97.4M — up 2.6% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMB positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $2.35M. The largest seller was Jane Street, cutting an estimated $3.05M.

  • 76 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2019, up from 69 in Q4 2018.
  • Funds reported $97.4M of VanEck Short Muni ETF stock for Q1 2019, up 2.6% quarter-over-quarter.
  • 16 funds opened new VanEck Short Muni ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2019 was Redhawk Wealth Advisors, an estimated $2.35M added.
  • The largest VanEck Short Muni ETF seller in Q1 2019 was Jane Street, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2019.