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VanEck Short Muni ETF
SMB

92 hedge funds and large institutions have $189M invested in VanEck Short Muni ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% more ownership

Funds ownership: 73.57% → 76.36% (+2.8%)

2% less capital invested

Capital invested by funds: $192M → $189M (-$3.24M)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

3% less funds holding

Funds holding: 95 → 92 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.86M
3
PCG
Prosperity Consulting Group
Maryland
+$4.03M
4
AF
Allworth Financial
California
+$2.29M
5
DL
DOHJ LLC
Washington
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$5.83M
2
Morgan Stanley
Morgan Stanley
New York
-$5.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.98M
4
FTUS
Flow Traders U.S.
New York
-$2.28M
5
Bank of America
Bank of America
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.46M +$121K +7,080 +9%
FTUS
27
Flow Traders U.S.
New York
$1.41M -$2.28M -133,694 -62%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$1.38M -$49.9K -2,930 -3%
FIM
29
Freedom Investment Management
Connecticut
$1.31M +$4.4K +258 +0.3%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$1.17M +$85.4K +5,010 +8%
WIM
31
Westside Investment Management
California
$1.13M +$392 +23 +0%
JWS
32
Juncture Wealth Strategies
Arizona
$982K +$15.2K +890 +2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$897K +$590K +34,589 +191%
PTC
34
Private Trust Company
Ohio
$786K – – –
VC
35
Vicus Capital
Pennsylvania
$785K -$24.5K -1,438 -3%
PAG
36
Private Advisor Group
New Jersey
$771K +$170 +10 +0%
PCIA
37
Prime Capital Investment Advisors
Kansas
$740K – – –
OCM
38
One Capital Management
California
$726K – – –
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$715K – – –
MWC
40
MBM Wealth Consultants
Missouri
$704K -$6.79K -398 -1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$685K +$361K +21,154 +111%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$683K -$71K -4,167 -9%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$614K -$37.3K -2,187 -6%
FWP
44
FAS Wealth Partners
Kansas
$613K +$39.7K +2,326 +7%
RJA
45
Raymond James & Associates
Florida
$592K +$37.2K +2,182 +7%
AIP
46
Ameritas Investment Partners
Nebraska
$568K -$494 -29 -0.1%
DA
47
Detalus Advisors
Missouri
$533K -$35K -2,054 -6%
MFG
48
Merit Financial Group
Georgia
$503K – – –
EGA
49
Eagle Global Advisors
Texas
$477K – – –
Principal Financial Group
50
Principal Financial Group
Iowa
$457K – – –
1
2
3 4 5

SMB Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2024, worth a combined $189M — down 1.7% from $192M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMB and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $13.8M. The largest seller was Cerity Partners, cutting an estimated $5.83M.

  • 92 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $189M of VanEck Short Muni ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest VanEck Short Muni ETF buyer in Q1 2024 was Jane Street, an estimated $13.8M added.
  • The largest VanEck Short Muni ETF seller in Q1 2024 was Cerity Partners, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2024.