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VanEck Short Muni ETF

76 hedge funds and large institutions have $96.2M invested in VanEck Short Muni ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 7676 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 48.01%47.54% (-0.47%)

1% less capital invested

Capital invested by funds: $97.4M → $96.2M (-$1.22M)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

Holders
76
Holders Change
Holders Change %
0%
% 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
9
Increased
24
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$902K +$55.5K +3,155 +7%
AA
27
Ancora Advisors
Ohio
$754K
MML Investors Services
28
MML Investors Services
Massachusetts
$743K -$31.6K -1,800 -4%
SW
29
SVB Wealth
Massachusetts
$734K +$729K +41,470 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$694K +$105 +6 +0%
KIM
31
Karpus Investment Management
New York
$657K -$394K -22,400 -38%
AFC
32
AFT Forsyth & Company
Florida
$539K
DC
33
Davenport & Co
Virginia
$527K +$167K +9,525 +47%
AP
34
Advisors Preferred
Maryland
$497K +$703 +40 +0.1%
UR
35
USCA RIA
Texas
$482K +$232K +13,225 +94%
B
36
Bailard
California
$447K -$162K -9,205 -27%
FFN
37
Focus Financial Network
Minnesota
$437K +$177K +10,096 +69%
MAP
38
Milestone Advisory Partners
North Carolina
$423K +$103K +5,875 +33%
WP
39
WealthSource Partners
California
$415K
CCG
40
Chatham Capital Group
Georgia
$389K
GIA
41
Gladstone Institutional Advisory
Florida
$376K -$230K -13,079 -38%
MMA
42
Miracle Mile Advisors
California
$359K -$434K -24,705 -55%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$340K +$1.18K +67 +0.3%
WCM
44
WealthBridge Capital Management
Ohio
$318K +$2.81K +160 +0.9%
DC
45
DeDora Capital
California
$288K
VC
46
Vicus Capital
Pennsylvania
$285K +$1.13K +64 +0.4%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$285K +$9.81K +558 +4%
NGA
48
Naples Global Advisors
Florida
$255K -$56.4K -3,210 -18%
UBS AM
49
UBS AM
Illinois
$250K -$4.99K -284 -2%
WP
50
WealthShield Partners
North Carolina
$249K

SMB Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2019, worth a combined $96.2M — down 1.3% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMB positions and 7 closed out — a net gain of 2 holders — while 24 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.83M. The largest seller was Wells Fargo, cutting an estimated $2.98M.

  • 76 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $96.2M of VanEck Short Muni ETF stock for Q2 2019, down 1.3% quarter-over-quarter.
  • 9 funds opened new VanEck Short Muni ETF positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2019 was Morgan Stanley, an estimated $1.83M added.
  • The largest VanEck Short Muni ETF seller in Q2 2019 was Wells Fargo, an estimated $2.98M sold.

Based on aggregated 13F filings for Q2 2019.