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VanEck Short Muni ETF

102 hedge funds and large institutions have $257M invested in VanEck Short Muni ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $192M → $257M (+$65.7M)

33.77% more ownership

Funds ownership: 97.19%130.96% (+34%)

7% less funds holding

Funds holding: 110102 (-8)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$573K -$8.35K -493 -1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$530K -$8.61K -508 -2%
MIAN
53
Mariner Independent Advisor Network
Kansas
$465K +$462K +27,259 New
Principal Financial Group
54
Principal Financial Group
Iowa
$459K +$33K +1,948 +8%
OIA
55
OneDigital Investment Advisors
Kansas
$432K +$24.9K +1,469 +6%
PAS
56
Park Avenue Securities
New York
$430K -$712 -42 -0.2%
DWM
57
Dakota Wealth Management
Florida
$428K +$424K +25,000 New
EWM
58
Evermay Wealth Management
Virginia
$411K -$715K -42,218 -64%
BG
59
Benedetti & Gucer
Georgia
$409K +$405K +23,916 New
GM
60
GeoWealth Management
Illinois
$398K -$32.6K -1,924 -8%
AFC
61
AFT Forsyth & Company
Florida
$383K
SAM
62
Sawgrass Asset Management
Florida
$370K
WIA
63
World Investment Advisors
California
$359K +$85 +5 +0%
WP
64
WealthShield Partners
North Carolina
$311K
WCM
65
WealthBridge Capital Management
Ohio
$294K -$50.7K -2,991 -15%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$285K -$76K -4,484 -21%
VanEck Associates
67
VanEck Associates
New York
$272K -$129K -7,641 -32%
MAP
68
Milestone Advisory Partners
North Carolina
$264K
AAS
69
Avantax Advisory Services
Texas
$261K +$13.6K +800 +6%
HWIS
70
Hancock Whitney Investment Services
Louisiana
$258K +$779 +46 +0.3%
TC
71
Titleist Capital
Texas
$257K
RA
72
RFG Advisory
Alabama
$225K
PTC
73
Private Trust Company
Ohio
$225K +$223K +13,185 New
KCPG
74
Kavar Capital Partners Group
Kansas
$214K +$212K +12,500 New
CC
75
Cypress Capital
Tennessee
$193K

SMB Hedge Fund Activity: Q2 2022 in Review

102 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2022, worth a combined $257M — up 34% from $192M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SMB and 13 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $39.8M. The largest seller was LPL Financial, cutting an estimated $3.57M.

  • 102 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $257M of VanEck Short Muni ETF stock for Q2 2022, up 34% quarter-over-quarter.
  • 13 funds opened new VanEck Short Muni ETF positions in Q2 2022 and 19 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2022 was Ameriprise, an estimated $39.8M added.
  • The largest VanEck Short Muni ETF seller in Q2 2022 was LPL Financial, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2022.