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VanEck Short Muni ETF

64 hedge funds and large institutions have $82.1M invested in VanEck Short Muni ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.26% more ownership

Funds ownership: 38.13%41.39% (+3.3%)

1% more capital invested

Capital invested by funds: $80.9M → $82.1M (+$1.17M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

3% less funds holding

Funds holding: 6664 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$106K -$75.1K -4,350 -41%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$98K +$207 +12 +0.2%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$51K
BCA
54
Bray Capital Advisors
Florida
$44K
FPFS
55
First Personal Financial Services
North Carolina
$39K -$14.6K -846 -27%
SWM
56
SeaCrest Wealth Management
New York
$38K
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$26K -$51.8K -3,000 -67%
VIA
58
Vantage Investment Advisors
Pennsylvania
$10K
GAM
59
Gemmer Asset Management
California
$9K +$3.02K +175 +50%
FGAM
60
Financial Gravity Asset Management
Texas
$2K -$138 -8 -5%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.88K +109 New
BlackRock
62
BlackRock
New York
$1K
TFA
63
Transamerica Financial Advisors
Florida
$1K
CCA
64
Clearwater Capital Advisors
Illinois
-$276K -16,000 Closed
HighTower Advisors
65
HighTower Advisors
Illinois
-$262K -15,155 Closed
TSS
66
Two Sigma Securities
New York
-$233K -13,506 Closed
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
-$194K -11,255 Closed
RJA
68
Raymond James & Associates
Florida
-$189K -10,941 Closed
WIM
69
Westside Investment Management
California
-$103K -5,959 Closed
AA
70
AlphaMark Advisors
Kentucky
-$17K -1,000 Closed
BAMG
71
Brand Asset Management Group
Missouri
-$5K -287 Closed

SMB Hedge Fund Activity: Q3 2018 in Review

64 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2018, worth a combined $82.1M — up 1.4% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMB and 7 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, adding an estimated $2.55M. The largest seller was Morgan Stanley, cutting an estimated $2.54M.

  • 64 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2018, down from 66 in Q2 2018.
  • Funds reported $82.1M of VanEck Short Muni ETF stock for Q3 2018, up 1.4% quarter-over-quarter.
  • 7 funds opened new VanEck Short Muni ETF positions in Q3 2018 and 9 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2018 was Jane Street, an estimated $2.55M added.
  • The largest VanEck Short Muni ETF seller in Q3 2018 was Morgan Stanley, an estimated $2.54M sold.

Based on aggregated 13F filings for Q3 2018.