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VanEck Short Muni ETF

76 hedge funds and large institutions have $96.2M invested in VanEck Short Muni ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 7676 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 48.01%47.54% (-0.47%)

1% less capital invested

Capital invested by funds: $97.4M → $96.2M (-$1.22M)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

Holders
76
Holders Change
Holders Change %
0%
% 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
9
Increased
24
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
51
White Lighthouse Investment Management
Massachusetts
$239K
OC
52
Oppenheimer & Co
New York
$200K -$491K -27,939 -71%
MCA
53
Morris Capital Advisors
Pennsylvania
$192K
JP Morgan Chase
54
JP Morgan Chase
New York
$190K -$72K -4,095 -28%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$181K +$180K +10,239 New
First Trust Advisors
56
First Trust Advisors
Illinois
$180K -$17.3K -986 -9%
MGIA
57
Moneta Group Investment Advisors
Missouri
$179K +$178K +10,116 New
RJA
58
Raymond James & Associates
Florida
$178K -$11.8K -669 -6%
William Blair & Company
59
William Blair & Company
Illinois
$137K
GWM
60
Geneos Wealth Management
Colorado
$100K -$43.9K -2,497 -31%
DWM
61
Doyle Wealth Management
Florida
$80K +$79K +4,497 New
BEI
62
Benjamin Edwards Inc
Missouri
$64K +$63.3K +3,599 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$60K -$18 -1 -0%
BAMG
64
Brand Asset Management Group
Missouri
$59K +$16.8K +956 +40%
CIAS
65
Capital Investment Advisory Services
North Carolina
$47K
BCA
66
Bray Capital Advisors
Florida
$45K
BFEC
67
Benjamin F. Edwards & Company
Missouri
$40K -$63K -3,585 -62%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$27K
FPFS
69
First Personal Financial Services
North Carolina
$11K -$13.3K -758 -54%
Northern Trust
70
Northern Trust
Illinois
$9K +$907K +51,590 New
GAM
71
Gemmer Asset Management
California
$4K -$56.7K -3,225 -94%
FGAM
72
Financial Gravity Asset Management
Texas
$1K -$861 -49 -37%
BlackRock
73
BlackRock
New York
$1K
TFA
74
Transamerica Financial Advisors
Florida
$1K +$18 +1 New
WIM
75
Westside Investment Management
California
$107 +$106K +6,053 New

SMB Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2019, worth a combined $96.2M — down 1.3% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMB positions and 7 closed out — a net gain of 2 holders — while 24 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.83M. The largest seller was Wells Fargo, cutting an estimated $2.98M.

  • 76 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $96.2M of VanEck Short Muni ETF stock for Q2 2019, down 1.3% quarter-over-quarter.
  • 9 funds opened new VanEck Short Muni ETF positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2019 was Morgan Stanley, an estimated $1.83M added.
  • The largest VanEck Short Muni ETF seller in Q2 2019 was Wells Fargo, an estimated $2.98M sold.

Based on aggregated 13F filings for Q2 2019.