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VanEck Short Muni ETF

102 hedge funds and large institutions have $169M invested in VanEck Short Muni ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 108102 (-6)

15% less capital invested

Capital invested by funds: $198M → $169M (-$29.6M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

17.39% less ownership

Funds ownership: 103.57%86.18% (-17%)

40% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 40

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.4M

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
40
Closed
12
Calls
Puts
$3.4M
Net Calls
-$3.4M
Net Calls Change
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$416K
AFC
52
AFT Forsyth & Company
Florida
$381K
Mariner
53
Mariner
Kansas
$349K
WIA
54
World Investment Advisors
California
$345K +$3.75K +222 +1%
AAS
55
Avantax Advisory Services
Texas
$332K +$186 +11 +0.1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$320K -$107K -6,320 -25%
WP
57
WealthShield Partners
North Carolina
$309K
CAN
58
Cetera Advisor Networks
California
$309K -$9.27K -548 -3%
OIA
59
OneDigital Investment Advisors
Kansas
$271K +$1.01K +60 +0.4%
OMC
60
Old Mission Capital
Illinois
$266K +$264K +15,620 New
WCM
61
WealthBridge Capital Management
Ohio
$260K -$20.1K -1,188 -7%
CAAS
62
Capital Asset Advisory Services
Michigan
$258K
TAM
63
Titleist Asset Management
Texas
$255K +$254K +15,000 New
EWM
64
Evermay Wealth Management
Virginia
$243K -$99K -5,853 -29%
RJT
65
Raymond James Trust
Florida
$214K
KCPG
66
Kavar Capital Partners Group
Kansas
$213K +$211K +12,500 New
PTC
67
Private Trust Company
Ohio
$202K
SFC
68
Strategic Financial Concepts
Texas
$191K +$190K +11,218 New
GWP
69
Gateway Wealth Partners
Wisconsin
$189K +$254 +15 +0.1%
NGA
70
Naples Global Advisors
Florida
$187K
BRWA
71
B. Riley Wealth Advisors
Florida
$185K -$74.6K -4,410 -29%
AWM
72
AE Wealth Management
Kansas
$182K -$693 -41 -0.4%
BFO
73
Boston Family Office
Massachusetts
$180K
FFN
74
Focus Financial Network
Minnesota
$180K -$9.67K -572 -5%
KIM
75
Karpus Investment Management
New York
$179K -$186K -11,000 -51%

SMB Hedge Fund Activity: Q1 2023 in Review

102 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2023, worth a combined $169M — down 15% from $198M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMB and 10 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 24 added.

The largest buyer was Condor Capital Management, adding an estimated $5.02M. The largest seller was Bank of America, cutting an estimated $19.7M.

  • 102 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2023, down from 108 in Q4 2022.
  • Funds reported $169M of VanEck Short Muni ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 10 funds opened new VanEck Short Muni ETF positions in Q1 2023 and 12 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2023 was Condor Capital Management, an estimated $5.02M added.
  • The largest VanEck Short Muni ETF seller in Q1 2023 was Bank of America, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2023.