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VanEck Short Muni ETF
SMB

103 hedge funds and large institutions have $163M invested in VanEck Short Muni ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

7% more funds holding

Funds holding: 96 → 103 (+7)

6% more capital invested

Capital invested by funds: $154M → $163M (+$9.43M)

4.89% more ownership

Funds ownership: 74.09% → 78.98% (+4.9%)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
47
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VC
Vicus Capital
Pennsylvania
+$3.54M
2
Ameriprise
Ameriprise
Minnesota
+$1.54M
3
Jane Street
Jane Street
New York
+$1.52M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$1.47M
5
RWB
RMR Wealth Builders
New Jersey
+$774K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.46M
2
FTUS
Flow Traders U.S.
New York
-$977K
3
MAP
Milestone Advisory Partners
North Carolina
-$701K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$640K
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$534K -$640K -35,709 -55%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$475K -$1.7K -95 -0.4%
WIA
53
World Investment Advisors
California
$437K +$20.5K +1,142 +5%
PAS
54
Park Avenue Securities
New York
$427K +$58.5K +3,260 +16%
AFC
55
AFT Forsyth & Company
Florida
$401K -$39.4K -2,195 -9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$358K – – –
RJA
57
Raymond James & Associates
Florida
$356K -$35.7K -1,992 -9%
WP
58
WealthShield Partners
North Carolina
$326K +$103K +5,750 +46%
WCM
59
WealthBridge Capital Management
Ohio
$315K +$10.8K +600 +4%
ARG
60
Advisory Resource Group
Oklahoma
$312K -$448 -25 -0.1%
MAP
61
Milestone Advisory Partners
North Carolina
$276K -$701K -39,085 -72%
RA
62
RFG Advisory
Alabama
$275K +$39.9K +2,225 +17%
NFG
63
Nations Financial Group
Iowa
$272K +$287 +16 +0.1%
TC
64
Titleist Capital
Texas
$269K +$269K +15,000 New
SL
65
Salomon & Ludwin
Virginia
$268K – – –
HWIS
66
Hancock Whitney Investment Services
Louisiana
$268K +$269K +14,980 New
AAS
67
Avantax Advisory Services
Texas
$259K – – –
PFA
68
Paradigm Financial Advisors
Missouri
$243K – – –
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$238K +$19.7K +1,097 +9%
KCPG
70
Kavar Capital Partners Group
Kansas
$224K – – –
JFA
71
Johanson Financial Advisors
California
$211K +$211K +11,774 New
DHGWA
72
Dixon Hughes Goodman Wealth Advisors
North Carolina
$205K +$205K +11,426 New
CC
73
Cypress Capital
Tennessee
$203K – – –
NGA
74
Naples Global Advisors
Florida
$202K – – –
AA
75
Ancora Advisors
Ohio
$194K – – –
1 2
3
4 5

SMB Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2021, worth a combined $163M — up 6.1% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMB positions and 4 closed out — a net gain of 9 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Vicus Capital, adding an estimated $3.54M. The largest seller was Bank of America, cutting an estimated $2.46M.

  • 103 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $163M of VanEck Short Muni ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 13 funds opened new VanEck Short Muni ETF positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2021 was Vicus Capital, an estimated $3.54M added.
  • The largest VanEck Short Muni ETF seller in Q4 2021 was Bank of America, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.