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VanEck Short Muni ETF

110 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

18.2% more ownership

Funds ownership: 78.98%97.19% (+18%)

17% more capital invested

Capital invested by funds: $163M → $192M (+$28.3M)

7% more funds holding

Funds holding: 103110 (+7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
37
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
26
U.S. Global Investors (USGI)
Texas
$1.66M
SL
27
SWMG LLC
Texas
$1.61M
AIM
28
Alhambra Investment Management
Florida
$1.58M +$617K +35,262 +62%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.58M +$111K +6,346 +7%
CFD
30
Creative Financial Designs
Indiana
$1.53M +$258K +14,761 +20%
FIM
31
Freedom Investment Management
Connecticut
$1.52M +$50.2K +2,868 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.47M -$7.22M -412,742 -83%
MFG
33
MidWestOne Financial Group
Iowa
$1.43M -$821K -46,909 -36%
CFMC
34
Curbstone Financial Management Corp
New Hampshire
$1.4M
AF
35
Advisornet Financial
Minnesota
$1.28M +$272K +15,563 +26%
DC
36
Davenport & Co
Virginia
$1.18M +$57.6K +3,290 +5%
CPO
37
Cerity Partners OCIO
New York
$1.15M +$4.57K +261 +0.4%
EWM
38
Evermay Wealth Management
Virginia
$1.13M +$1.16M +66,262 New
AP
39
Advisors Preferred
Maryland
$1.07M +$142K +8,120 +15%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.07M +$1.09M +62,461 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$950K -$237K -13,566 -20%
FWP
42
FAS Wealth Partners
Kansas
$927K -$156K -8,899 -14%
IWC
43
Integrated Wealth Concepts
Massachusetts
$901K -$49.1K -2,808 -5%
MML Investors Services
44
MML Investors Services
Massachusetts
$860K -$69.9K -3,996 -7%
MGIA
45
Moneta Group Investment Advisors
Missouri
$843K +$231K +13,210 +37%
HighTower Advisors
46
HighTower Advisors
Illinois
$739K -$53.9K -3,079 -7%
HIF
47
Hill Island Financial
Michigan
$611K +$997 +57 +0.2%
KIM
48
Karpus Investment Management
New York
$605K
FFN
49
Focus Financial Network
Minnesota
$582K +$595K +34,008 New
JWS
50
Juncture Wealth Strategies
Arizona
$570K +$26K +1,487 +5%

SMB Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2022, worth a combined $192M — up 17% from $163M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMB positions and 9 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.94M. The largest seller was Royal Bank of Canada, cutting an estimated $7.22M.

  • 110 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 19 funds opened new VanEck Short Muni ETF positions in Q1 2022 and 9 closed out, a net change of +10 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2022 was LPL Financial, an estimated $6.94M added.
  • The largest VanEck Short Muni ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $7.22M sold.

Based on aggregated 13F filings for Q1 2022.