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VanEck Short Muni ETF

71 hedge funds and large institutions have $93.7M invested in VanEck Short Muni ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $96.2M → $93.7M (-$2.48M)

1.71% less ownership

Funds ownership: 47.54%45.83% (-1.7%)

7% less funds holding

Funds holding: 7671 (-5)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
24
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$842K -$512K -28,819 -38%
AA
27
Ancora Advisors
Ohio
$754K
RJA
28
Raymond James & Associates
Florida
$725K +$549K +30,910 +307%
UR
29
USCA RIA
Texas
$708K +$227K +12,802 +47%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$707K +$12.6K +710 +2%
KIM
31
Karpus Investment Management
New York
$657K
AP
32
Advisors Preferred
Maryland
$657K +$160K +8,990 +32%
MML Investors Services
33
MML Investors Services
Massachusetts
$599K -$145K -8,138 -19%
AFC
34
AFT Forsyth & Company
Florida
$539K
DC
35
Davenport & Co
Virginia
$527K
FFN
36
Focus Financial Network
Minnesota
$495K +$58.7K +3,302 +13%
MAP
37
Milestone Advisory Partners
North Carolina
$423K
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$416K +$131K +7,367 +46%
CCG
39
Chatham Capital Group
Georgia
$389K
WP
40
WealthSource Partners
California
$387K -$28.1K -1,584 -7%
GIA
41
Gladstone Institutional Advisory
Florida
$365K -$10.7K -600 -3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$341K +$1.21K +68 +0.4%
CC
43
Cypress Capital
Tennessee
$336K +$337K +18,985 New
WCM
44
WealthBridge Capital Management
Ohio
$327K +$1.9K +107 +0.6%
DC
45
DeDora Capital
California
$288K
VC
46
Vicus Capital
Pennsylvania
$286K +$1.14K +64 +0.4%
UBS AM
47
UBS AM
Illinois
$250K -$462 -26 -0.2%
WP
48
WealthShield Partners
North Carolina
$249K
NGA
49
Naples Global Advisors
Florida
$240K -$16K -900 -6%
WLIM
50
White Lighthouse Investment Management
Massachusetts
$239K

SMB Hedge Fund Activity: Q3 2019 in Review

71 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2019, worth a combined $93.7M — down 2.6% from $96.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMB and 8 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.57M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $3.17M sold.

  • 71 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2019, down from 76 in Q2 2019.
  • Funds reported $93.7M of VanEck Short Muni ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q3 2019 and 12 closed out, a net change of -4 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2019 was Jane Street, an estimated $3.57M added.
  • The largest VanEck Short Muni ETF seller in Q3 2019 was Redhawk Wealth Advisors, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2019.