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VanEck Short Muni ETF

95 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $167M → $192M (+$25M)

5.57% more ownership

Funds ownership: 68%73.57% (+5.6%)

1% more funds holding

Funds holding: 9495 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
38
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
$1.43M +$92.9K +5,505 +7%
BC
27
Bartlett & Co
Ohio
$1.43M +$92.9K +5,505 +7%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.34M +$445K +26,373 +50%
FIM
29
Freedom Investment Management
Connecticut
$1.31M -$26.5K -1,570 -2%
WIM
30
Westside Investment Management
California
$1.14M +$742 +44 +0.1%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$1.09M -$521K -30,862 -33%
JWS
32
Juncture Wealth Strategies
Arizona
$971K +$60.6K +3,595 +7%
Citadel Advisors
33
Citadel Advisors
Florida
$961K +$948K +56,211 New
VC
34
Vicus Capital
Pennsylvania
$812K -$317K -18,765 -28%
PTC
35
Private Trust Company
Ohio
$789K +$703K +41,697 +927%
PAG
36
Private Advisor Group
New Jersey
$774K +$113K +6,671 +17%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$757K -$2.25M -133,185 -75%
PCIA
38
Prime Capital Investment Advisors
Kansas
$743K +$33K +1,954 +5%
OCM
39
One Capital Management
California
$729K -$308K -18,260 -30%
FMWA
40
Forvis Mazars Wealth Advisors
Missouri
$724K -$167K -9,913 -19%
CFMC
41
Curbstone Financial Management Corp
New Hampshire
$718K
MWC
42
MBM Wealth Consultants
Missouri
$712K -$18.5K -1,095 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$653K -$147K -8,700 -19%
FWP
44
FAS Wealth Partners
Kansas
$576K -$92.4K -5,476 -14%
AIP
45
Ameritas Investment Partners
Nebraska
$571K +$28.6K +1,697 +5%
DA
46
Detalus Advisors
Missouri
$570K -$1.05M -62,235 -65%
RJA
47
Raymond James & Associates
Florida
$557K +$44.6K +2,645 +9%
MFG
48
Merit Financial Group
Georgia
$507K
RJFSA
49
Raymond James Financial Services Advisors
Florida
$498K +$19.4K +1,148 +4%
EGA
50
Eagle Global Advisors
Texas
$479K -$50.6K -3,000 -10%

SMB Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2023, worth a combined $192M — up 15% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMB positions and 13 closed out — a net gain of 1 holder — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $9.27M. The largest seller was Susquehanna International Group, cutting an estimated $4.42M.

  • 95 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2023, up from 94 in Q3 2023.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 14 funds opened new VanEck Short Muni ETF positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest VanEck Short Muni ETF buyer in Q4 2023 was Jane Street, an estimated $9.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2023 was Susquehanna International Group, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2023.