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VanEck Short Muni ETF

94 hedge funds and large institutions have $167M invested in VanEck Short Muni ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $165M → $167M (+$2.78M)

6% less funds holding

Funds holding: 10094 (-6)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

16.66% less ownership

Funds ownership: 84.66%68% (-17%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
26
Bartlett & Co Wealth Management
Ohio
$1.31M -$148K -8,829 -10%
FIM
27
Freedom Investment Management
Connecticut
$1.31M +$24.6K +1,466 +2%
WIM
28
Westside Investment Management
California
$1.11M +$504 +30 +0%
VC
29
Vicus Capital
Pennsylvania
$1.11M -$1.24M -74,066 -53%
OCM
30
One Capital Management
California
$1.02M -$690K -41,100 -40%
Cerity Partners
31
Cerity Partners
New York
$891K -$58.8K -3,505 -6%
JWS
32
Juncture Wealth Strategies
Arizona
$888K +$21.9K +1,305 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$874K +$88.3K +5,260 +11%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$873K -$767K -45,699 -47%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$783K -$8.39K -500 -1%
MWC
36
MBM Wealth Consultants
Missouri
$716K -$392K -23,373 -35%
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$701K
PCIA
38
Prime Capital Investment Advisors
Kansas
$693K -$282K -16,816 -29%
FWP
39
FAS Wealth Partners
Kansas
$654K -$17.9K -1,065 -3%
PAG
40
Private Advisor Group
New Jersey
$645K +$151 +9 +0%
HIF
41
Hill Island Financial
Michigan
$606K +$2.89K +172 +0.5%
AIP
42
Ameritas Investment Partners
Nebraska
$529K +$55.8K +3,325 +12%
EGA
43
Eagle Global Advisors
Texas
$517K
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$511K -$899K -53,557 -64%
HighTower Advisors
45
HighTower Advisors
Illinois
$502K -$55.2K -3,286 -10%
RJA
46
Raymond James & Associates
Florida
$500K +$23.7K +1,414 +5%
MFG
47
Merit Financial Group
Georgia
$495K +$498K +29,673 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$467K -$32.6K -1,941 -6%
Principal Financial Group
49
Principal Financial Group
Iowa
$448K
PI
50
PFG Investments
New York
$413K -$6.98K -416 -2%

SMB Hedge Fund Activity: Q3 2023 in Review

94 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2023, worth a combined $167M — up 1.7% from $165M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SMB and 7 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 29 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.14M. The largest seller was Jane Street, exiting entirely with an estimated $9.84M sold.

  • 94 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2023, down from 100 in Q2 2023.
  • Funds reported $167M of VanEck Short Muni ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 7 funds opened new VanEck Short Muni ETF positions in Q3 2023 and 13 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $9.14M added.
  • The largest VanEck Short Muni ETF seller in Q3 2023 was Jane Street, an estimated $9.84M sold.

Based on aggregated 13F filings for Q3 2023.