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VanEck Short Muni ETF

77 hedge funds and large institutions have $109M invested in VanEck Short Muni ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

35% more funds holding

Funds holding: 5777 (+20)

0.89% more ownership

Funds ownership: 45.27%46.16% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $111M → $109M (-$2.86M)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
77
Holders Change
+20
Holders Change %
+35.09%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
19
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$203K -$26.5K -1,519 -11%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202K +$17 +1 +0%
DC
53
DeDora Capital
California
$197K +$199K +11,434 New
First Trust Advisors
54
First Trust Advisors
Illinois
$185K -$10.4K -598 -5%
RWP
55
RWA Wealth Partners
Massachusetts
$184K
TC
56
Trilogy Capital
California
$180K +$182K +10,417 New
DWM
57
Doyle Wealth Management
Florida
$176K +$178K +10,211 New
CA
58
Calton & Associates
Florida
$159K +$161K +9,237 New
PCM
59
Prelude Capital Management
New York
$136K -$24.9K -1,429 -15%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$104K
WIM
61
Westside Investment Management
California
$103K +$331 +19 +0.3%
FPFS
62
First Personal Financial Services
North Carolina
$99K -$77.4K -4,440 -44%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$98K +$31.8K +1,824 +47%
TIM
64
Tortoise Investment Management
New York
$97K -$129K -7,386 -57%
BL
65
Balentine LLC
Georgia
$94K
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$53K +$53.6K +3,076 New
FAAS
67
First Allied Advisory Services
California
$48K +$48.4K +2,775 New
JP Morgan Chase
68
JP Morgan Chase
New York
$42K +$42.5K +2,437 New
SWM
69
SeaCrest Wealth Management
New York
$38K +$38.6K +2,212 New
WTB
70
Washington Trust Bank
Washington
$35K +$35.1K +2,015 New
AA
71
AlphaMark Advisors
Kentucky
$17K +$17.4K +1,000 New
VIA
72
Vantage Investment Advisors
Pennsylvania
$11K -$300K -17,183 -96%
FGC
73
Financial Gravity Companies
Texas
$3K +$2.67K +153 New
BlackRock
74
BlackRock
New York
$1K
TFA
75
Transamerica Financial Advisors
Florida
$1K

SMB Hedge Fund Activity: Q4 2017 in Review

77 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2017, worth a combined $109M — down 2.6% from $111M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SMB positions and 3 closed out — a net gain of 20 holders — while 19 added to existing stakes and 24 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.92M. The largest seller was Bank of America, cutting an estimated $2.27M.

  • 77 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $109M of VanEck Short Muni ETF stock for Q4 2017, down 2.6% quarter-over-quarter.
  • 23 funds opened new VanEck Short Muni ETF positions in Q4 2017 and 3 closed out, a net change of +20 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $4.92M added.
  • The largest VanEck Short Muni ETF seller in Q4 2017 was Bank of America, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2017.