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VanEck Short Muni ETF
SMB

96 hedge funds and large institutions have $154M invested in VanEck Short Muni ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 93 → 96 (+3)

0.06% less ownership

Funds ownership: 74.15% → 74.09% (-0.06%)

0% less capital invested

Capital invested by funds: $155M → $154M (-$675K)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.91M
2
AI
Atria Investments
North Carolina
+$1.79M
3
Wells Fargo
Wells Fargo
California
+$1.04M
4
FTUS
Flow Traders U.S.
New York
+$980K
5
LPL Financial
LPL Financial
California
+$754K

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$2.58M
2
Jane Street
Jane Street
New York
-$2.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
4
William Blair & Company
William Blair & Company
Illinois
-$333K
5
WIA
World Investment Advisors
California
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
51
Juncture Wealth Strategies
Arizona
$427K +$14.8K +818 +4%
RJA
52
Raymond James & Associates
Florida
$394K -$117K -6,453 -23%
PAS
53
Park Avenue Securities
New York
$371K +$30.1K +1,665 +9%
SAM
54
Sawgrass Asset Management
Florida
$370K +$371K +20,545 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$360K -$33.7K -1,868 -9%
SWP
56
Stratos Wealth Partners
Ohio
$331K +$101K +5,601 +44%
ARG
57
Advisory Resource Group
Oklahoma
$321K – – –
WCM
58
WealthBridge Capital Management
Ohio
$306K – – –
NFG
59
Nations Financial Group
Iowa
$273K +$217 +12 +0.1%
SL
60
Salomon & Ludwin
Virginia
$269K – – –
AAS
61
Avantax Advisory Services
Texas
$261K – – –
OC
62
Oppenheimer & Co
New York
$245K – – –
PFA
63
Paradigm Financial Advisors
Missouri
$245K – – –
RA
64
RFG Advisory
Alabama
$237K -$72.2K -4,000 -23%
KCPG
65
Kavar Capital Partners Group
Kansas
$225K +$226K +12,500 New
WP
66
WealthShield Partners
North Carolina
$224K +$225K +12,465 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$219K -$4.73K -262 -2%
CC
68
Cypress Capital
Tennessee
$204K +$204K +11,313 New
NGA
69
Naples Global Advisors
Florida
$203K – – –
AA
70
Ancora Advisors
Ohio
$195K -$14K -777 -7%
CPFP
71
Clear Perspectives Financial Planning
Ohio
$189K -$11.6K -644 -6%
CCG
72
Chatham Capital Group
Georgia
$180K -$181K -10,000 -50%
GWM
73
Gray Wealth Management
Maine
$180K – – –
VCM
74
Versant Capital Management
Arizona
$146K +$506 +28 +0.3%
BCA
75
Bray Capital Advisors
Florida
$134K – – –
1 2
3
4 5

SMB Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2021, worth a combined $154M — down 0.44% from $155M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMB positions and 7 closed out — a net gain of 4 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $1.91M. The largest seller was PFS Investments, exiting entirely with an estimated $2.58M sold.

  • 96 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2021, up from 93 in Q2 2021.
  • Funds reported $154M of VanEck Short Muni ETF stock for Q3 2021, down 0.44% quarter-over-quarter.
  • 11 funds opened new VanEck Short Muni ETF positions in Q3 2021 and 7 closed out, a net change of +4 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2021 was Bank of America, an estimated $1.91M added.
  • The largest VanEck Short Muni ETF seller in Q3 2021 was PFS Investments, an estimated $2.58M sold.

Based on aggregated 13F filings for Q3 2021.