We are live on ! Find out more
SMB icon

VanEck Short Muni ETF
SMB

93 hedge funds and large institutions have $155M invested in VanEck Short Muni ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $144M → $155M (+$11M)

4.32% more ownership

Funds ownership: 69.83% → 74.15% (+4.3%)

2% less funds holding

Funds holding: 95 → 93 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
39
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
+$4.66M
2
SL
SWMG LLC
Texas
+$1.7M
3
Bank of America
Bank of America
North Carolina
+$1.38M
4
Stifel Financial
Stifel Financial
Missouri
+$1.18M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$1.25M
2
OMC
Old Mission Capital
Illinois
-$1.2M
3
Morgan Stanley
Morgan Stanley
New York
-$556K
4
VanEck Associates
VanEck Associates
New York
-$503K
5
FFN
Focus Financial Network
Minnesota
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
51
Juncture Wealth Strategies
Arizona
$414K +$89.6K +4,963 +28%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$395K – – –
CCG
53
Chatham Capital Group
Georgia
$361K – – –
PAS
54
Park Avenue Securities
New York
$342K +$106K +5,869 +45%
William Blair & Company
55
William Blair & Company
Illinois
$333K +$333K +18,449 New
ARG
56
Advisory Resource Group
Oklahoma
$322K -$3.11K -172 -1%
RA
57
RFG Advisory
Alabama
$310K +$44.2K +2,450 +17%
WCM
58
WealthBridge Capital Management
Ohio
$307K -$18.1K -1,000 -6%
AF
59
Advisornet Financial
Minnesota
$300K +$294K +16,277 +5,087%
NFG
60
Nations Financial Group
Iowa
$273K +$578 +32 +0.2%
SL
61
Salomon & Ludwin
Virginia
$270K +$270K +14,949 New
AAS
62
Avantax Advisory Services
Texas
$262K – – –
PFA
63
Paradigm Financial Advisors
Missouri
$246K -$150K -8,310 -38%
OC
64
Oppenheimer & Co
New York
$246K -$35K -1,936 -12%
SWP
65
Stratos Wealth Partners
Ohio
$231K +$231K +12,812 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$225K +$9.25K +512 +4%
AA
67
Ancora Advisors
Ohio
$209K – – –
NGA
68
Naples Global Advisors
Florida
$204K – – –
CPFP
69
Clear Perspectives Financial Planning
Ohio
$202K +$109K +6,040 +118%
GWM
70
Gray Wealth Management
Maine
$181K – – –
VCM
71
Versant Capital Management
Arizona
$146K – – –
BCA
72
Bray Capital Advisors
Florida
$135K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$119K – – –
CIAS
74
Capital Investment Advisory Services
North Carolina
$104K -$2.8K -155 -3%
CWA
75
Clearview Wealth Advisors
Oregon
$80K – – –
1 2
3
4 5

SMB Hedge Fund Activity: Q2 2021 in Review

93 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2021, worth a combined $155M — up 7.7% from $144M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SMB and 11 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 39 added.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $4.66M. The largest seller was Howard Capital Management, exiting entirely with an estimated $1.25M sold.

  • 93 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2021, down from 95 in Q1 2021.
  • Funds reported $155M of VanEck Short Muni ETF stock for Q2 2021, up 7.7% quarter-over-quarter.
  • 11 funds opened new VanEck Short Muni ETF positions in Q2 2021 and 13 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2021 was M Holdings Securities, an estimated $4.66M added.
  • The largest VanEck Short Muni ETF seller in Q2 2021 was Howard Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2021.