We are live on ! Find out more
SMB icon

VanEck Short Muni ETF

82 hedge funds and large institutions have $104M invested in VanEck Short Muni ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

4% more funds holding

Funds holding: 7982 (+3)

2% more capital invested

Capital invested by funds: $102M → $104M (+$2.28M)

0.68% less ownership

Funds ownership: 50.79%50.12% (-0.68%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$1.28M
UBS Group
27
UBS Group
Switzerland
$1.18M -$46.9K -2,639 -4%
VC
28
Vicus Capital
Pennsylvania
$1.07M +$782 +44 +0.1%
MML Investors Services
29
MML Investors Services
Massachusetts
$998K +$204K +11,479 +26%
DC
30
Davenport & Co
Virginia
$976K +$49.4K +2,780 +5%
AP
31
Advisors Preferred
Maryland
$894K +$225K +12,650 +34%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$693K +$14.3K +804 +2%
KIM
33
Karpus Investment Management
New York
$669K
UR
34
USCA RIA
Texas
$603K -$370K -20,856 -38%
WIA
35
World Investment Advisors
California
$553K +$542K +30,534 New
AFC
36
AFT Forsyth & Company
Florida
$549K
RJA
37
Raymond James & Associates
Florida
$524K -$128K -7,228 -20%
FFN
38
Focus Financial Network
Minnesota
$518K +$157K +8,859 +45%
HCM
39
Howard Capital Management
Georgia
$515K +$86.8K +4,885 +20%
FWP
40
FAS Wealth Partners
Kansas
$451K +$153K +8,597 +52%
MAP
41
Milestone Advisory Partners
North Carolina
$431K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$394K -$466K -26,237 -55%
ARG
43
Advisory Resource Group
Oklahoma
$372K +$367K +20,658 New
CCG
44
Chatham Capital Group
Georgia
$360K
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$360K +$56.8K +3,195 +19%
WCM
46
WealthBridge Capital Management
Ohio
$326K -$62.2K -3,500 -16%
RA
47
RFG Advisory
Alabama
$312K -$141K -7,925 -31%
DC
48
DeDora Capital
California
$293K
AA
49
Ancora Advisors
Ohio
$263K
AAS
50
Avantax Advisory Services
Texas
$261K

SMB Hedge Fund Activity: Q2 2020 in Review

82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2020, worth a combined $104M — up 2.2% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMB positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was EisnerAmper Wealth Management Corporate Benefits, adding an estimated $1.96M. The largest seller was Bank of America, cutting an estimated $3.1M.

  • 82 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $104M of VanEck Short Muni ETF stock for Q2 2020, up 2.2% quarter-over-quarter.
  • 9 funds opened new VanEck Short Muni ETF positions in Q2 2020 and 6 closed out, a net change of +3 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2020 was EisnerAmper Wealth Management Corporate Benefits, an estimated $1.96M added.
  • The largest VanEck Short Muni ETF seller in Q2 2020 was Bank of America, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2020.