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VanEck Short Muni ETF

83 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $186M → $192M (+$5.98M)

0.4% more ownership

Funds ownership: 72.67%73.07% (+0.4%)

7% less funds holding

Funds holding: 8983 (-6)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
83
Holders Change
-6
Holders Change %
-6.74%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
25
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.2M -$605K -35,229 -34%
BCWM
27
Bartlett & Co Wealth Management
Ohio
$1.18M -$116K -6,754 -9%
WIM
28
Westside Investment Management
California
$1.15M +$687 +40 +0.1%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$1.15M -$18.5K -1,078 -2%
AIP
30
Ameritas Investment Partners
Nebraska
$829K +$244K +14,211 +42%
PTC
31
Private Trust Company
Ohio
$799K
PAG
32
Private Advisor Group
New Jersey
$783K +$4.22K +246 +0.5%
JWS
33
Juncture Wealth Strategies
Arizona
$766K -$174K -10,107 -19%
FWP
34
FAS Wealth Partners
Kansas
$655K +$19.3K +1,122 +3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$633K -$4.72K -275 -0.7%
RJA
36
Raymond James & Associates
Florida
$562K -$25.2K -1,470 -4%
MWC
37
MBM Wealth Consultants
Missouri
$557K -$15.5K -905 -3%
MFG
38
Merit Financial Group
Georgia
$514K +$1.03K +60 +0.2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$502K -$30.1K -1,752 -6%
DA
40
Detalus Advisors
Missouri
$487K -$61K -3,553 -11%
PCIA
41
Prime Capital Investment Advisors
Kansas
$483K -$42.5K -2,476 -8%
Principal Financial Group
42
Principal Financial Group
Iowa
$464K
OCM
43
One Capital Management
California
$445K
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$437K +$47.9K +2,790 +12%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$435K -$45.7K -2,663 -10%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$432K +$429K +24,974 New
OMC
47
Old Mission Capital
Illinois
$429K +$426K +24,831 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$405K
HighTower Advisors
49
HighTower Advisors
Illinois
$302K -$289K -16,809 -49%
PI
50
PFG Investments
New York
$301K -$16.2K -944 -5%

SMB Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2024, worth a combined $192M — up 3.2% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SMB and 4 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Allworth Financial, adding an estimated $2.78M. The largest seller was Janney Capital Management, exiting entirely with an estimated $2.53M sold.

  • 83 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
  • 4 funds opened new VanEck Short Muni ETF positions in Q3 2024 and 10 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2024 was Allworth Financial, an estimated $2.78M added.
  • The largest VanEck Short Muni ETF seller in Q3 2024 was Janney Capital Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2024.