We are live on ! Find out more
SMB icon

VanEck Short Muni ETF
SMB

73 hedge funds and large institutions have $97.2M invested in VanEck Short Muni ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 71 → 73 (+2)

1.53% more ownership

Funds ownership: 45.83% → 47.36% (+1.5%)

4% more capital invested

Capital invested by funds: $93.7M → $97.2M (+$3.48M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
30
Reduced
16
Closed
11
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
+$3.48M
2
SFS
Sowell Financial Services
Arkansas
+$1.2M
3
RJA
Raymond James & Associates
Florida
+$990K
4
VC
Vicus Capital
Pennsylvania
+$766K
5
B
Bailard
California
+$617K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.55M
2
Citadel Advisors
Citadel Advisors
Florida
-$954K
3
AP
Advisors Preferred
Maryland
-$657K
4
WP
WealthSource Partners
California
-$387K
5
MFG
MidWestOne Financial Group
Iowa
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$241K +$240K +13,519 New
WLIM
52
White Lighthouse Investment Management
Massachusetts
$240K – – –
NGA
53
Naples Global Advisors
Florida
$236K -$5.06K -285 -2%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$205K -$138K -7,787 -40%
DL
55
DOHJ LLC
Washington
$189K +$189K +10,638 New
MGIA
56
Moneta Group Investment Advisors
Missouri
$183K +$1.99K +112 +1%
William Blair & Company
57
William Blair & Company
Illinois
$116K – – –
CIAS
58
Capital Investment Advisory Services
North Carolina
$105K +$44.4K +2,503 +74%
BAMG
59
Brand Asset Management Group
Missouri
$99K +$2.81K +158 +3%
EWM
60
EPG Wealth Management
Georgia
$67K +$67.2K +3,786 New
BEI
61
Benjamin Edwards Inc
Missouri
$66K +$994 +56 +2%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$61K +$533 +30 +0.9%
GWM
63
Geneos Wealth Management
Colorado
$60K +$53 +3 +0.1%
BCA
64
Bray Capital Advisors
Florida
$46K – – –
BFEC
65
Benjamin F. Edwards & Company
Missouri
$40K – – –
TA
66
TFG Advisers
Michigan
$33K +$33K +1,857 New
SWM
67
Sugarloaf Wealth Management
Georgia
$18K +$18.1K +1,020 New
VNA
68
Valley National Advisers
Pennsylvania
$17K – – –
SFG
69
Sowa Financial Group
Rhode Island
$5K +$5.22K +294 New
FPFS
70
First Personal Financial Services
North Carolina
$3K -$8.31K -468 -73%
FHA
71
Flagship Harbor Advisors
Massachusetts
$2K +$2.13K +120 New
Northern Trust
72
Northern Trust
Illinois
$2K +$209K +11,781 New
BlackRock
73
BlackRock
New York
$1K – – –
Jane Street
74
Jane Street
New York
– -$3.55M -200,792 Closed
AP
75
Advisors Preferred
Maryland
– -$657K -37,110 Closed
1 2
3
4

SMB Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2019, worth a combined $97.2M — up 3.7% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMB positions and 11 closed out — a net gain of 3 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $3.48M. The largest seller was Jane Street, exiting entirely with an estimated $3.55M sold.

  • 73 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2019, up from 71 in Q3 2019.
  • Funds reported $97.2M of VanEck Short Muni ETF stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 14 funds opened new VanEck Short Muni ETF positions in Q4 2019 and 11 closed out, a net change of +3 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2019 was Redhawk Wealth Advisors, an estimated $3.48M added.
  • The largest VanEck Short Muni ETF seller in Q4 2019 was Jane Street, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2019.