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VanEck Short Muni ETF

82 hedge funds and large institutions have $104M invested in VanEck Short Muni ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

4% more funds holding

Funds holding: 7982 (+3)

2% more capital invested

Capital invested by funds: $102M → $104M (+$2.28M)

0.68% less ownership

Funds ownership: 50.79%50.12% (-0.68%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Personal Wealth Partners
Minnesota
$253K
OC
52
Oppenheimer & Co
New York
$253K +$2.13K +120 +0.9%
NFG
53
Nations Financial Group
Iowa
$230K +$227K +12,753 New
GIA
54
Gladstone Institutional Advisory
Florida
$227K
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$208K +$391 +22 +0.2%
NGA
56
Naples Global Advisors
Florida
$207K
WP
57
WealthShield Partners
North Carolina
$207K
FTUS
58
Flow Traders U.S.
New York
$201K +$199K +11,185 New
DL
59
DOHJ LLC
Washington
$183K +$941 +53 +0.5%
GWM
60
Gray Wealth Management
Maine
$180K
VCM
61
Versant Capital Management
Arizona
$163K -$13.9K -784 -8%
SFS
62
Sowell Financial Services
Arkansas
$146K +$44.5K +2,504 +45%
GRP
63
Global Retirement Partners
California
$116K +$115K +6,455 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$107K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$104K
BCA
66
Bray Capital Advisors
Florida
$77K
BEI
67
Benjamin Edwards Inc
Missouri
$74K +$213 +12 +0.3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$69K +$8.54K +481 +14%
GWM
69
Geneos Wealth Management
Colorado
$61K +$71 +4 +0.1%
CFD
70
Creative Financial Designs
Indiana
$60K +$59.5K +3,351 New
BAMG
71
Brand Asset Management Group
Missouri
$37K +$1.69K +95 +5%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$27K +$26.6K +1,500 New
SWM
73
Sugarloaf Wealth Management
Georgia
$18K
VNA
74
Valley National Advisers
Pennsylvania
$18K
CMBA
75
C.M. Bidwell & Associates
Hawaii
$12K +$12.3K +690 New

SMB Hedge Fund Activity: Q2 2020 in Review

82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2020, worth a combined $104M — up 2.2% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMB positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was EisnerAmper Wealth Management Corporate Benefits, adding an estimated $1.96M. The largest seller was Bank of America, cutting an estimated $3.1M.

  • 82 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $104M of VanEck Short Muni ETF stock for Q2 2020, up 2.2% quarter-over-quarter.
  • 9 funds opened new VanEck Short Muni ETF positions in Q2 2020 and 6 closed out, a net change of +3 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2020 was EisnerAmper Wealth Management Corporate Benefits, an estimated $1.96M added.
  • The largest VanEck Short Muni ETF seller in Q2 2020 was Bank of America, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2020.