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VanEck Short Muni ETF

91 hedge funds and large institutions have $208M invested in VanEck Short Muni ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

10% more funds holding

Funds holding: 8391 (+8)

8% more capital invested

Capital invested by funds: $192M → $208M (+$16M)

3.19% more ownership

Funds ownership: 73.07%76.26% (+3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
30
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.39M -$517K -30,089 -27%
FIM
27
Freedom Investment Management
Connecticut
$1.33M +$11.1K +649 +0.8%
Raymond James Financial
28
Raymond James Financial
Florida
$1.26M +$1.27M +73,822 New
WIM
29
Westside Investment Management
California
$1.14M +$2.61K +152 +0.2%
BCWM
30
Bartlett & Co Wealth Management
Ohio
$1.1M -$72.6K -4,225 -6%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$1.06M -$75K -4,368 -7%
PAG
32
Private Advisor Group
New Jersey
$1.01M +$234K +13,598 +30%
AIP
33
Ameritas Investment Partners
Nebraska
$877K +$58K +3,375 +7%
PTC
34
Private Trust Company
Ohio
$789K
Comerica Bank
35
Comerica Bank
Texas
$751K +$628K +36,544 +495%
FWP
36
FAS Wealth Partners
Kansas
$671K +$23.4K +1,361 +4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$630K +$3.56K +207 +0.6%
LSWP
38
Liberty Square Wealth Partners
Pennsylvania
$547K +$547K +31,857 New
JWS
39
Juncture Wealth Strategies
Arizona
$527K -$232K -13,479 -30%
MFG
40
Merit Financial Group
Georgia
$512K +$4.24K +247 +0.8%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$506K +$74.5K +4,338 +17%
PCIA
42
Prime Capital Investment Advisors
Kansas
$479K +$2.15K +125 +0.4%
AWA
43
Arkadios Wealth Advisors
Georgia
$467K +$469K +27,300 New
OCM
44
One Capital Management
California
$439K
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$436K +$9.43K +549 +2%
LCM
46
Leisure Capital Management
California
$396K +$398K +23,171 New
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$378K -$52.1K -3,033 -12%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$347K +$173K +10,069 +98%
DA
49
Detalus Advisors
Missouri
$341K -$141K -8,189 -29%
FF
50
Fluent Financial
Texas
$291K +$91K +5,300 +45%

SMB Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2024, worth a combined $208M — up 8.3% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SMB positions and 6 closed out — a net gain of 11 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Allworth Financial, adding an estimated $6.46M. The largest seller was LPL Financial, cutting an estimated $1.67M.

  • 91 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $208M of VanEck Short Muni ETF stock for Q4 2024, up 8.3% quarter-over-quarter.
  • 17 funds opened new VanEck Short Muni ETF positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2024 was Allworth Financial, an estimated $6.46M added.
  • The largest VanEck Short Muni ETF seller in Q4 2024 was LPL Financial, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2024.