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VanEck Short Muni ETF

79 hedge funds and large institutions have $102M invested in VanEck Short Muni ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 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

8% more funds holding

Funds holding: 7379 (+6)

3.43% more ownership

Funds ownership: 47.36%50.79% (+3.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $97.2M → $102M (+$4.71M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
24
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$253K -$442K -25,000 -63%
AAS
52
Avantax Advisory Services
Texas
$252K
PWP
53
Personal Wealth Partners
Minnesota
$244K
OC
54
Oppenheimer & Co
New York
$242K +$246K +13,915 New
GIA
55
Gladstone Institutional Advisory
Florida
$219K -$67.4K -3,815 -23%
WP
56
WealthShield Partners
North Carolina
$200K -$45.3K -2,562 -18%
NGA
57
Naples Global Advisors
Florida
$200K -$30.9K -1,750 -13%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$200K +$354 +20 +0.2%
DL
59
DOHJ LLC
Washington
$175K -$10.1K -573 -5%
GWM
60
Gray Wealth Management
Maine
$174K +$177K +10,000 New
VCM
61
Versant Capital Management
Arizona
$171K +$174K +9,857 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$104K +$1.2K +68 +1%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$100K +$102K +5,750 New
SFS
64
Sowell Financial Services
Arkansas
$97K -$1.21M -68,303 -92%
BCA
65
Bray Capital Advisors
Florida
$74K +$29.7K +1,680 +65%
BEI
66
Benjamin Edwards Inc
Missouri
$71K +$6.54K +370 +10%
EWM
67
EPG Wealth Management
Georgia
$66K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$59K -$513 -29 -0.9%
GWM
69
Geneos Wealth Management
Colorado
$59K +$53 +3 +0.1%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$39K
BAMG
71
Brand Asset Management Group
Missouri
$34K -$63.5K -3,594 -65%
SWM
72
Sugarloaf Wealth Management
Georgia
$18K
VNA
73
Valley National Advisers
Pennsylvania
$17K
SFG
74
Sowa Financial Group
Rhode Island
$5K
FPFS
75
First Personal Financial Services
North Carolina
$3K

SMB Hedge Fund Activity: Q1 2020 in Review

79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2020, worth a combined $102M — up 4.8% from $97.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMB positions and 7 closed out — a net gain of 9 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.11M. The largest seller was EisnerAmper Wealth Management Corporate Benefits, cutting an estimated $2.61M.

  • 79 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2020, up from 73 in Q4 2019.
  • Funds reported $102M of VanEck Short Muni ETF stock for Q1 2020, up 4.8% quarter-over-quarter.
  • 16 funds opened new VanEck Short Muni ETF positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2020 was Jane Street, an estimated $5.11M added.
  • The largest VanEck Short Muni ETF seller in Q1 2020 was EisnerAmper Wealth Management Corporate Benefits, an estimated $2.61M sold.

Based on aggregated 13F filings for Q1 2020.