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VanEck Short Muni ETF

100 hedge funds and large institutions have $165M invested in VanEck Short Muni ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $169M → $165M (-$4.12M)

1.53% less ownership

Funds ownership: 86.18%84.66% (-1.5%)

2% less funds holding

Funds holding: 102100 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

34% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 38

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
51
Cherry Tree Wealth Management
Minnesota
$469K +$469K +27,844 New
Principal Financial Group
52
Principal Financial Group
Iowa
$452K
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$438K +$18.8K +1,115 +4%
PI
54
PFG Investments
New York
$424K -$56K -3,323 -12%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$415K -$11.5K -681 -3%
DC
56
Davenport & Co
Virginia
$353K -$58.6K -3,476 -14%
CAN
57
Cetera Advisor Networks
California
$350K +$44.7K +2,652 +15%
Mariner
58
Mariner
Kansas
$345K
PSFG
59
Prairie Sky Financial Group
Illinois
$337K +$337K +20,000 New
WIA
60
World Investment Advisors
California
$314K -$28.2K -1,672 -8%
FTUS
61
Flow Traders U.S.
New York
$309K -$274K -16,261 -47%
WP
62
WealthShield Partners
North Carolina
$306K
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$294K -$23K -1,366 -7%
AAS
64
Avantax Advisory Services
Texas
$291K -$37.4K -2,217 -11%
CAAS
65
Capital Asset Advisory Services
Michigan
$256K
TAM
66
Titleist Asset Management
Texas
$253K
OIA
67
OneDigital Investment Advisors
Kansas
$251K -$17.3K -1,028 -6%
XF
68
XML Financial
Maryland
$246K +$246K +14,608 New
EWM
69
Evermay Wealth Management
Virginia
$241K
WCM
70
WealthBridge Capital Management
Ohio
$239K -$18.8K -1,117 -7%
RJT
71
Raymond James Trust
Florida
$212K
KCPG
72
Kavar Capital Partners Group
Kansas
$210K
SFC
73
Strategic Financial Concepts
Texas
$189K +$506 +30 +0.3%
GWP
74
Gateway Wealth Partners
Wisconsin
$187K +$472 +28 +0.3%
NGA
75
Naples Global Advisors
Florida
$185K

SMB Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2023, worth a combined $165M — down 2.4% from $169M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMB and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $8.3M. The largest seller was Bank of America, cutting an estimated $4.23M.

  • 100 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2023, down from 102 in Q1 2023.
  • Funds reported $165M of VanEck Short Muni ETF stock for Q2 2023, down 2.4% quarter-over-quarter.
  • 10 funds opened new VanEck Short Muni ETF positions in Q2 2023 and 12 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2023 was Jane Street, an estimated $8.3M added.
  • The largest VanEck Short Muni ETF seller in Q2 2023 was Bank of America, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2023.