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VanEck Short Muni ETF

109 hedge funds and large institutions have $231M invested in VanEck Short Muni ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

7% more funds holding

Funds holding: 102109 (+7)

9.66% less ownership

Funds ownership: 130.96%121.3% (-9.7%)

10% less capital invested

Capital invested by funds: $257M → $231M (-$26M)

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
24
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
51
Mariner Independent Advisor Network
Kansas
$453K
Principal Financial Group
52
Principal Financial Group
Iowa
$447K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$431K -$86.2K -5,081 -16%
OIA
54
OneDigital Investment Advisors
Kansas
$421K +$1.49K +88 +0.3%
DWM
55
Dakota Wealth Management
Florida
$416K
DC
56
Davenport & Co
Virginia
$407K -$763K -44,976 -65%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$406K +$222K +13,069 +116%
BRWA
58
B. Riley Wealth Advisors
Florida
$392K +$399K +23,542 New
EWM
59
Evermay Wealth Management
Virginia
$388K -$12.6K -741 -3%
AFC
60
AFT Forsyth & Company
Florida
$373K
SAM
61
Sawgrass Asset Management
Florida
$360K
WIA
62
World Investment Advisors
California
$337K -$11.5K -677 -3%
FFN
63
Focus Financial Network
Minnesota
$332K -$230K -13,544 -40%
AAS
64
Avantax Advisory Services
Texas
$324K +$71.3K +4,205 +28%
WP
65
WealthShield Partners
North Carolina
$303K
WCM
66
WealthBridge Capital Management
Ohio
$294K
Citadel Advisors
67
Citadel Advisors
Florida
$283K +$288K +16,992 New
DAS
68
Dynamic Advisor Solutions
Arizona
$261K +$266K +15,682 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$257K -$20.8K -1,226 -7%
TC
70
Titleist Capital
Texas
$249K
CAN
71
Cetera Advisor Networks
California
$238K +$242K +14,285 New
MAP
72
Milestone Advisory Partners
North Carolina
$232K -$24.8K -1,463 -9%
PAS
73
Park Avenue Securities
New York
$228K -$194K -11,412 -45%
RJT
74
Raymond James Trust
Florida
$210K +$214K +12,603 New
PTC
75
Private Trust Company
Ohio
$198K -$22K -1,296 -10%

SMB Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2022, worth a combined $231M — down 10% from $257M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMB positions and 10 closed out — a net gain of 9 holders — while 24 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $11M. The largest seller was Jane Street, cutting an estimated $18.6M.

  • 109 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2022, up from 102 in Q2 2022.
  • Funds reported $231M of VanEck Short Muni ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 19 funds opened new VanEck Short Muni ETF positions in Q3 2022 and 10 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2022 was Bank of America, an estimated $11M added.
  • The largest VanEck Short Muni ETF seller in Q3 2022 was Jane Street, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2022.