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VanEck Short Muni ETF

87 hedge funds and large institutions have $108M invested in VanEck Short Muni ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

2.84% more ownership

Funds ownership: 49.88%52.72% (+2.8%)

4% more capital invested

Capital invested by funds: $104M → $108M (+$4.54M)

0% more funds holding

Funds holding: 8787 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
35
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$264K
AAS
52
Avantax Advisory Services
Texas
$262K -$91K -5,037 -26%
RA
53
RFG Advisory
Alabama
$252K
JWS
54
Juncture Wealth Strategies
Arizona
$242K +$50.5K +2,794 +26%
KCPG
55
Kavar Capital Partners Group
Kansas
$226K
KAS
56
Kestra Advisory Services
Texas
$212K +$211K +11,667 New
WP
57
WealthShield Partners
North Carolina
$208K
NGA
58
Naples Global Advisors
Florida
$205K -$3.61K -200 -2%
GIA
59
Gladstone Institutional Advisory
Florida
$183K
GWM
60
Gray Wealth Management
Maine
$181K
VCM
61
Versant Capital Management
Arizona
$146K -$1.66K -92 -1%
BCA
62
Bray Capital Advisors
Florida
$135K +$1.81K +100 +1%
SFS
63
Sowell Financial Services
Arkansas
$133K -$12.1K -670 -8%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$119K +$15.2K +842 +15%
CSPAM
65
Cary Street Partners Asset Management
Virginia
$101K +$1.83M +101,416 New
BEI
66
Benjamin Edwards Inc
Missouri
$96K +$22.7K +1,257 +31%
CIAS
67
Capital Investment Advisory Services
North Carolina
$86K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$70K
AWA
69
Arkadios Wealth Advisors
Georgia
$68K +$68.4K +3,786 New
CFGS
70
Concourse Financial Group Securities
Alabama
$63K +$62.6K +3,468 New
CWA
71
Clearview Wealth Advisors
Oregon
$62K +$61.4K +3,400 New
GWM
72
Geneos Wealth Management
Colorado
$61K +$108 +6 +0.2%
BAMG
73
Brand Asset Management Group
Missouri
$56K +$16.8K +929 +43%
CYG
74
Clean Yield Group
Vermont
$40K
GI
75
GS Investments
Minnesota
$29K

SMB Hedge Fund Activity: Q4 2020 in Review

87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2020, worth a combined $108M — up 4.4% from $104M a quarter earlier.

Fund positioning in SMB was balanced in Q4 2020: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $2.27M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.37M sold.

  • 87 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $108M of VanEck Short Muni ETF stock for Q4 2020, up 4.4% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q4 2020 and 8 closed out, a net change of 0 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2020 was Bank of America, an estimated $2.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2020 was HighTower Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.