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VanEck Short Muni ETF
SMB

87 hedge funds and large institutions have $108M invested in VanEck Short Muni ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

2.84% more ownership

Funds ownership: 49.88% → 52.72% (+2.8%)

4% more capital invested

Capital invested by funds: $104M → $108M (+$4.54M)

0% more funds holding

Funds holding: 87 → 87 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
35
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.27M
2
LPL Financial
LPL Financial
California
+$918K
3
IWC
Integrated Wealth Concepts
Massachusetts
+$864K
4
Morgan Stanley
Morgan Stanley
New York
+$776K
5
BC
Bartlett & Co
Ohio
+$763K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$1.37M
2
Jane Street
Jane Street
New York
-$1.28M
3
MFG
MidWestOne Financial Group
Iowa
-$571K
4
BRWM
B. Riley Wealth Management
Tennessee
-$480K
5
CCP
Cardan Capital Partners
Colorado
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
MidWestOne Financial Group
Iowa
$1.07M -$571K -31,608 -35%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.05M -$84K -4,650 -7%
DC
28
Davenport & Co
Virginia
$1.04M +$63.8K +3,530 +7%
FWP
29
FAS Wealth Partners
Kansas
$1.03M +$586K +32,446 +133%
MPWT
30
MassMutual Private Wealth & Trust
Connecticut
$1.01M +$45.6K +2,522 +5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$978K +$2K +111 +0.2%
VC
32
Vicus Capital
Pennsylvania
$952K -$98.7K -5,462 -9%
IWC
33
Integrated Wealth Concepts
Massachusetts
$866K +$864K +47,813 New
CFD
34
Creative Financial Designs
Indiana
$681K +$258K +14,257 +61%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$663K +$258K +14,262 +64%
KIM
36
Karpus Investment Management
New York
$640K -$32.5K -1,800 -5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$624K +$52.7K +2,916 +9%
AFC
38
AFT Forsyth & Company
Florida
$587K +$35K +1,940 +6%
WIA
39
World Investment Advisors
California
$535K +$87.6K +4,852 +20%
AWE
40
Avidian Wealth Enterprises
Texas
$501K – – –
RJA
41
Raymond James & Associates
Florida
$499K +$24.1K +1,333 +5%
FFN
42
Focus Financial Network
Minnesota
$460K -$139K -7,675 -23%
MAP
43
Milestone Advisory Partners
North Carolina
$433K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$396K – – –
CCG
45
Chatham Capital Group
Georgia
$362K – – –
ARG
46
Advisory Resource Group
Oklahoma
$333K -$4.14K -229 -1%
WCM
47
WealthBridge Capital Management
Ohio
$326K -$1.81K -100 -0.6%
OC
48
Oppenheimer & Co
New York
$278K +$23.6K +1,306 +9%
NFG
49
Nations Financial Group
Iowa
$273K +$20.9K +1,156 +8%
UR
50
USCA RIA
Texas
$272K -$295K -16,305 -52%
1
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SMB Hedge Fund Activity: Q4 2020 in Review

87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2020, worth a combined $108M — up 4.4% from $104M a quarter earlier.

Fund positioning in SMB was balanced in Q4 2020: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $2.27M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.37M sold.

  • 87 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $108M of VanEck Short Muni ETF stock for Q4 2020, up 4.4% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q4 2020 and 8 closed out, a net change of 0 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2020 was Bank of America, an estimated $2.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2020 was HighTower Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.