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VanEck Short Muni ETF

76 hedge funds and large institutions have $97.4M invested in VanEck Short Muni ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

10% more funds holding

Funds holding: 6976 (+7)

3% more capital invested

Capital invested by funds: $94.9M → $97.4M (+$2.44M)

0.51% more ownership

Funds ownership: 47.5%48.01% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
19
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$256K +$254K +14,582 New
UBS AM
52
UBS AM
Illinois
$253K -$17.6K -1,007 -7%
WP
53
WealthShield Partners
North Carolina
$247K
UR
54
USCA RIA
Texas
$246K +$244K +14,000 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$244K -$32K -1,835 -12%
WLIM
56
White Lighthouse Investment Management
Massachusetts
$237K
KCPG
57
Kavar Capital Partners Group
Kansas
$220K
First Trust Advisors
58
First Trust Advisors
Illinois
$196K -$35.3K -2,024 -15%
MCA
59
Morris Capital Advisors
Pennsylvania
$191K
RJA
60
Raymond James & Associates
Florida
$189K +$187K +10,737 New
GWM
61
Geneos Wealth Management
Colorado
$143K
William Blair & Company
62
William Blair & Company
Illinois
$136K +$135K +7,750 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$102K +$1.88K +108 +2%
GAM
64
Gemmer Asset Management
California
$60K +$59.7K +3,425 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$59K +$1.34K +77 +2%
CIAS
66
Capital Investment Advisory Services
North Carolina
$47K -$9.24K -530 -17%
BCA
67
Bray Capital Advisors
Florida
$45K
BAMG
68
Brand Asset Management Group
Missouri
$42K +$41.6K +2,386 New
SWM
69
SeaCrest Wealth Management
New York
$39K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27K +1,546 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$26K
FPFS
72
First Personal Financial Services
North Carolina
$25K -$15.3K -875 -38%
CA
73
Cetera Advisors
Colorado
$15K +$15.1K +865 New
FGAM
74
Financial Gravity Asset Management
Texas
$2K +$2.3K +132 New
BlackRock
75
BlackRock
New York
$1K +$17 +1 +1%

SMB Hedge Fund Activity: Q1 2019 in Review

76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2019, worth a combined $97.4M — up 2.6% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMB positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $2.35M. The largest seller was Jane Street, cutting an estimated $3.05M.

  • 76 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2019, up from 69 in Q4 2018.
  • Funds reported $97.4M of VanEck Short Muni ETF stock for Q1 2019, up 2.6% quarter-over-quarter.
  • 16 funds opened new VanEck Short Muni ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2019 was Redhawk Wealth Advisors, an estimated $2.35M added.
  • The largest VanEck Short Muni ETF seller in Q1 2019 was Jane Street, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2019.