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VanEck Short Muni ETF

87 hedge funds and large institutions have $104M invested in VanEck Short Muni ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

6% more funds holding

Funds holding: 8287 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 50.12%49.88% (-0.24%)

0% less capital invested

Capital invested by funds: $104M → $104M (-$267K)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$327K
AA
52
Ancora Advisors
Ohio
$263K
PWP
53
Personal Wealth Partners
Minnesota
$254K
OC
54
Oppenheimer & Co
New York
$253K
RA
55
RFG Advisory
Alabama
$252K -$60.9K -3,375 -19%
NFG
56
Nations Financial Group
Iowa
$251K +$20.9K +1,156 +9%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$244K +$244K +13,496 New
FTUS
58
Flow Traders U.S.
New York
$228K +$26.6K +1,473 +13%
KCPG
59
Kavar Capital Partners Group
Kansas
$226K +$226K +12,500 New
CC
60
Cypress Capital
Tennessee
$214K +$214K +11,856 New
NGA
61
Naples Global Advisors
Florida
$208K
WP
62
WealthShield Partners
North Carolina
$208K
JWS
63
Juncture Wealth Strategies
Arizona
$190K +$190K +10,547 New
GIA
64
Gladstone Institutional Advisory
Florida
$183K -$45.1K -2,500 -20%
GWM
65
Gray Wealth Management
Maine
$181K
VCM
66
Versant Capital Management
Arizona
$148K -$15.8K -873 -10%
SFS
67
Sowell Financial Services
Arkansas
$145K -$1.52K -84 -1%
BCA
68
Bray Capital Advisors
Florida
$133K +$56K +3,100 +73%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$104K
CIAS
70
Capital Investment Advisory Services
North Carolina
$86K -$21.6K -1,197 -20%
BEI
71
Benjamin Edwards Inc
Missouri
$73K -$776 -43 -1%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$70K
GWM
73
Geneos Wealth Management
Colorado
$61K +$54 +3 +0.1%
CYG
74
Clean Yield Group
Vermont
$40K +$40K +2,216 New
BAMG
75
Brand Asset Management Group
Missouri
$39K +$1.75K +97 +5%

SMB Hedge Fund Activity: Q3 2020 in Review

87 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2020, worth a combined $104M — down 0.26% from $104M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMB positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.14M. The largest seller was Jane Street, cutting an estimated $4.34M.

  • 87 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2020, up from 82 in Q2 2020.
  • Funds reported $104M of VanEck Short Muni ETF stock for Q3 2020, down 0.26% quarter-over-quarter.
  • 12 funds opened new VanEck Short Muni ETF positions in Q3 2020 and 7 closed out, a net change of +5 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2020 was LPL Financial, an estimated $2.14M added.
  • The largest VanEck Short Muni ETF seller in Q3 2020 was Jane Street, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2020.