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VanEck Short Muni ETF
SMB

89 hedge funds and large institutions have $186M invested in VanEck Short Muni ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $189M → $186M (-$3.09M)

3% less funds holding

Funds holding: 92 → 89 (-3)

3.69% less ownership

Funds ownership: 76.36% → 72.67% (-3.7%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
27
Reduced
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.2M
2
AF
Allworth Financial
California
+$3.96M
3
DPI
Diversified Portfolios Inc
Michigan
+$1.58M
4
Cerity Partners
Cerity Partners
New York
+$995K
5
SEI Investments
SEI Investments
Pennsylvania
+$626K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$22M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.81M
3
FTUS
Flow Traders U.S.
New York
-$1.41M
4
Ameriprise
Ameriprise
Minnesota
-$915K
5
Stifel Financial
Stifel Financial
Missouri
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.52M +$814 +48 +0.1%
FIM
27
Freedom Investment Management
Connecticut
$1.34M +$36.4K +2,145 +3%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$1.28M -$98.7K -5,820 -7%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$1.15M -$17.4K -1,024 -1%
WIM
30
Westside Investment Management
California
$1.13M +$661 +39 +0.1%
Jane Street
31
Jane Street
New York
$998K -$22M -1,298,007 -96%
JWS
32
Juncture Wealth Strategies
Arizona
$925K -$56.3K -3,320 -6%
PTC
33
Private Trust Company
Ohio
$785K – – –
MPWT
34
MassMutual Private Wealth & Trust
Connecticut
$780K +$346K +20,409 +80%
PAG
35
Private Advisor Group
New Jersey
$766K -$4.56K -269 -0.6%
CFMC
36
Curbstone Financial Management Corp
New Hampshire
$714K – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$628K -$56.1K -3,310 -8%
FWP
38
FAS Wealth Partners
Kansas
$625K +$12.2K +722 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$583K +$375K +22,101 +181%
RJA
40
Raymond James & Associates
Florida
$578K -$13.2K -778 -2%
AIP
41
Ameritas Investment Partners
Nebraska
$574K +$6.51K +384 +1%
MWC
42
MBM Wealth Consultants
Missouri
$565K -$139K -8,211 -20%
DA
43
Detalus Advisors
Missouri
$539K +$6.75K +398 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$524K -$88.8K -5,234 -15%
PCIA
45
Prime Capital Investment Advisors
Kansas
$517K -$222K -13,100 -30%
MFG
46
Merit Financial Group
Georgia
$504K – – –
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$473K -$208K -12,288 -31%
Principal Financial Group
48
Principal Financial Group
Iowa
$456K – – –
OCM
49
One Capital Management
California
$437K -$287K -16,930 -40%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$398K -$11.8K -693 -3%
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SMB Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2024, worth a combined $186M — down 1.6% from $189M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SMB and 3 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $20.2M. The largest seller was Jane Street, cutting an estimated $22M.

  • 89 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2024, down from 92 in Q1 2024.
  • Funds reported $186M of VanEck Short Muni ETF stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 3 funds opened new VanEck Short Muni ETF positions in Q2 2024 and 5 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2024 was Bank of America, an estimated $20.2M added.
  • The largest VanEck Short Muni ETF seller in Q2 2024 was Jane Street, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2024.