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VanEck Short Muni ETF

102 hedge funds and large institutions have $257M invested in VanEck Short Muni ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $192M → $257M (+$65.7M)

33.77% more ownership

Funds ownership: 97.19%130.96% (+34%)

7% less funds holding

Funds holding: 110102 (-8)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$1.72M -$472K -27,883 -22%
AI
27
Atria Investments
North Carolina
$1.7M -$4.66K -275 -0.3%
USGIU
28
U.S. Global Investors (USGI)
Texas
$1.66M
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$1.59M +$1.57M +92,942 New
MPWT
30
MassMutual Private Wealth & Trust
Connecticut
$1.57M -$1.71M -101,075 -52%
I
31
IMPACTfolio
Colorado
$1.56M +$1.54M +91,018 New
FIM
32
Freedom Investment Management
Connecticut
$1.47M -$48.6K -2,871 -3%
WJA
33
Willis Johnson & Associates
Texas
$1.46M +$1.19M +70,347 +476%
RWB
34
RMR Wealth Builders
New Jersey
$1.43M -$336K -19,861 -19%
AF
35
Advisornet Financial
Minnesota
$1.43M +$147K +8,668 +12%
MFG
36
MidWestOne Financial Group
Iowa
$1.43M
AIM
37
Alhambra Investment Management
Florida
$1.41M -$171K -10,089 -11%
CFMC
38
Curbstone Financial Management Corp
New Hampshire
$1.4M
FWP
39
FAS Wealth Partners
Kansas
$1.27M +$342K +20,205 +37%
CPO
40
Cerity Partners OCIO
New York
$1.25M +$99.1K +5,852 +9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.24M -$222K -13,088 -15%
DC
42
Davenport & Co
Virginia
$1.19M +$3.13K +185 +0.3%
SWP
43
Stratos Wealth Partners
Ohio
$942K -$2.38M -140,221 -72%
AP
44
Advisors Preferred
Maryland
$926K -$147K -8,690 -14%
OCM
45
One Capital Management
California
$855K +$847K +50,000 New
KIM
46
Karpus Investment Management
New York
$853K +$247K +14,557 +41%
JWS
47
Juncture Wealth Strategies
Arizona
$840K +$268K +15,804 +47%
MML Investors Services
48
MML Investors Services
Massachusetts
$788K -$71K -4,191 -8%
HighTower Advisors
49
HighTower Advisors
Illinois
$699K -$40K -2,361 -5%
HIF
50
Hill Island Financial
Michigan
$613K +$1.85K +109 +0.3%

SMB Hedge Fund Activity: Q2 2022 in Review

102 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2022, worth a combined $257M — up 34% from $192M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SMB and 13 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $39.8M. The largest seller was LPL Financial, cutting an estimated $3.57M.

  • 102 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $257M of VanEck Short Muni ETF stock for Q2 2022, up 34% quarter-over-quarter.
  • 13 funds opened new VanEck Short Muni ETF positions in Q2 2022 and 19 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2022 was Ameriprise, an estimated $39.8M added.
  • The largest VanEck Short Muni ETF seller in Q2 2022 was LPL Financial, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2022.