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VanEck Short Muni ETF

100 hedge funds and large institutions have $165M invested in VanEck Short Muni ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $169M → $165M (-$4.12M)

1.53% less ownership

Funds ownership: 86.18%84.66% (-1.5%)

2% less funds holding

Funds holding: 102100 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

34% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 38

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$1.65M -$429K -25,450 -21%
DA
27
Detalus Advisors
Missouri
$1.6M +$1.6M +95,147 New
RCAG
28
Rehmann Capital Advisory Group
Michigan
$1.6M -$24.6K -1,462 -2%
BC
29
Bartlett & Co
Ohio
$1.47M -$212K -12,590 -13%
BCWM
30
Bartlett & Co Wealth Management
Ohio
$1.47M -$212K -12,590 -13%
MPWT
31
MassMutual Private Wealth & Trust
Connecticut
$1.42M +$658K +39,037 +86%
FIM
32
Freedom Investment Management
Connecticut
$1.29M -$17K -1,011 -1%
WIM
33
Westside Investment Management
California
$1.12M +$489 +29 +0%
MWC
34
MBM Wealth Consultants
Missouri
$1.11M -$838K -49,734 -43%
PCIA
35
Prime Capital Investment Advisors
Kansas
$982K +$984K +58,347 New
Cerity Partners
36
Cerity Partners
New York
$958K +$959K +56,876 New
JWS
37
Juncture Wealth Strategies
Arizona
$874K +$371K +22,030 +74%
JP Morgan Chase
38
JP Morgan Chase
New York
$859K +$817K +48,459 +1,879%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$799K -$23.9K -1,420 -3%
MML Investors Services
40
MML Investors Services
Massachusetts
$793K +$110K +6,509 +16%
CFMC
41
Curbstone Financial Management Corp
New Hampshire
$707K
FWP
42
FAS Wealth Partners
Kansas
$678K +$27.9K +1,657 +4%
PAG
43
Private Advisor Group
New Jersey
$651K +$169 +10 +0%
HIF
44
Hill Island Financial
Michigan
$609K +$1.67K +99 +0.3%
Citadel Advisors
45
Citadel Advisors
Florida
$596K +$597K +35,421 New
HighTower Advisors
46
HighTower Advisors
Illinois
$562K +$51.7K +3,069 +10%
EGA
47
Eagle Global Advisors
Texas
$522K -$33.7K -2,000 -6%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$504K -$42.5K -2,524 -8%
RJA
49
Raymond James & Associates
Florida
$480K +$481K +28,536 New
AIP
50
Ameritas Investment Partners
Nebraska
$478K +$34.8K +2,066 +8%

SMB Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2023, worth a combined $165M — down 2.4% from $169M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMB and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $8.3M. The largest seller was Bank of America, cutting an estimated $4.23M.

  • 100 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2023, down from 102 in Q1 2023.
  • Funds reported $165M of VanEck Short Muni ETF stock for Q2 2023, down 2.4% quarter-over-quarter.
  • 10 funds opened new VanEck Short Muni ETF positions in Q2 2023 and 12 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2023 was Jane Street, an estimated $8.3M added.
  • The largest VanEck Short Muni ETF seller in Q2 2023 was Bank of America, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2023.