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VanEck Short Muni ETF
SMB

96 hedge funds and large institutions have $154M invested in VanEck Short Muni ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 93 → 96 (+3)

0.06% less ownership

Funds ownership: 74.15% → 74.09% (-0.06%)

0% less capital invested

Capital invested by funds: $155M → $154M (-$675K)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.91M
2
AI
Atria Investments
North Carolina
+$1.79M
3
Wells Fargo
Wells Fargo
California
+$1.04M
4
FTUS
Flow Traders U.S.
New York
+$980K
5
LPL Financial
LPL Financial
California
+$754K

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$2.58M
2
Jane Street
Jane Street
New York
-$2.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
4
William Blair & Company
William Blair & Company
Illinois
-$333K
5
WIA
World Investment Advisors
California
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.52M +$174K +9,660 +13%
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$1.48M – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.23M +$17.3K +956 +1%
FWP
29
FAS Wealth Partners
Kansas
$1.22M -$88.8K -4,918 -7%
CPO
30
Cerity Partners OCIO
New York
$1.2M +$2.19K +121 +0.2%
DC
31
Davenport & Co
Virginia
$1.19M – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.18M +$103K +5,698 +10%
CFD
33
Creative Financial Designs
Indiana
$1.12M +$123K +6,829 +12%
IWC
34
Integrated Wealth Concepts
Massachusetts
$992K -$134K -7,434 -12%
MAP
35
Milestone Advisory Partners
North Carolina
$981K +$146K +8,095 +17%
FTUS
36
Flow Traders U.S.
New York
$977K +$980K +54,278 New
CCP
37
Cardan Capital Partners
Colorado
$950K +$10.8K +599 +1%
MML Investors Services
38
MML Investors Services
Massachusetts
$917K -$49.3K -2,727 -5%
MGIA
39
Moneta Group Investment Advisors
Missouri
$897K -$151K -8,346 -14%
AP
40
Advisors Preferred
Maryland
$816K -$81.1K -4,490 -9%
HighTower Advisors
41
HighTower Advisors
Illinois
$807K -$31.2K -1,725 -4%
TIAM2
42
Tru Independence Asset Management 2
Oregon
$792K +$260K +14,388 +49%
KIM
43
Karpus Investment Management
New York
$636K – – –
AIM
44
Alhambra Investment Management
Florida
$553K +$555K +30,727 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$541K +$41.8K +2,317 +8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$479K -$82.4K -4,564 -15%
OIA
47
OneDigital Investment Advisors
Kansas
$460K +$461K +25,536 New
AFC
48
AFT Forsyth & Company
Florida
$443K -$141K -7,810 -24%
AF
49
Advisornet Financial
Minnesota
$441K +$142K +7,876 +47%
WIA
50
World Investment Advisors
California
$428K -$285K -15,769 -40%
1
2
3 4 5

SMB Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2021, worth a combined $154M — down 0.44% from $155M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMB positions and 7 closed out — a net gain of 4 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $1.91M. The largest seller was PFS Investments, exiting entirely with an estimated $2.58M sold.

  • 96 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2021, up from 93 in Q2 2021.
  • Funds reported $154M of VanEck Short Muni ETF stock for Q3 2021, down 0.44% quarter-over-quarter.
  • 11 funds opened new VanEck Short Muni ETF positions in Q3 2021 and 7 closed out, a net change of +4 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2021 was Bank of America, an estimated $1.91M added.
  • The largest VanEck Short Muni ETF seller in Q3 2021 was PFS Investments, an estimated $2.58M sold.

Based on aggregated 13F filings for Q3 2021.