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VanEck Short Muni ETF
SMB

94 hedge funds and large institutions have $167M invested in VanEck Short Muni ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $165M → $167M (+$2.78M)

6% less funds holding

Funds holding: 100 → 94 (-6)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

16.66% less ownership

Funds ownership: 84.66% → 68% (-17%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$9.14M
2
AF
Allworth Financial
California
+$5.19M
3
MHS
M Holdings Securities
Oregon
+$2.95M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
5
Ameriprise
Ameriprise
Minnesota
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.84M
2
1WM
1900 Wealth Management
Texas
-$1.58M
3
VC
Vicus Capital
Pennsylvania
-$1.24M
4
UBS Group
UBS Group
Switzerland
-$1.12M
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$899K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$412K +$1.06K +63 +0.3%
CTWM
52
Cherry Tree Wealth Management
Minnesota
$405K -$60.3K -3,590 -13%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$399K -$35.4K -2,108 -8%
CAN
54
Cetera Advisor Networks
California
$384K +$37.3K +2,223 +11%
PSFG
55
Prairie Sky Financial Group
Illinois
$334K – – –
WP
56
WealthShield Partners
North Carolina
$304K – – –
AAS
57
Avantax Advisory Services
Texas
$289K +$50 +3 +0%
CAAS
58
Capital Asset Advisory Services
Michigan
$254K – – –
AWM
59
Axxcess Wealth Management
California
$254K +$255K +15,200 New
BFO
60
Boston Family Office
Massachusetts
$251K +$75K +4,469 +42%
TAM
61
Titleist Asset Management
Texas
$242K -$7.97K -475 -3%
EWM
62
Evermay Wealth Management
Virginia
$239K – – –
WCM
63
WealthBridge Capital Management
Ohio
$237K +$235 +14 +0.1%
WIA
64
World Investment Advisors
California
$234K -$77.3K -4,604 -25%
OIA
65
OneDigital Investment Advisors
Kansas
$215K -$33.9K -2,017 -14%
SFC
66
Strategic Financial Concepts
Texas
$213K +$25.7K +1,532 +14%
1WM
67
1900 Wealth Management
Texas
$213K -$1.58M -93,961 -88%
RJT
68
Raymond James Trust
Florida
$210K – – –
KCPG
69
Kavar Capital Partners Group
Kansas
$209K – – –
NGA
70
Naples Global Advisors
Florida
$184K – – –
AWM
71
AE Wealth Management
Kansas
$179K – – –
MGIA
72
Moneta Group Investment Advisors
Missouri
$179K +$180K +10,729 New
Comerica Bank
73
Comerica Bank
Texas
$178K +$179K +10,644 New
SWP
74
Stratos Wealth Partners
Ohio
$171K +$172K +10,230 New
GWM
75
Gray Wealth Management
Maine
$167K – – –
1 2
3
4 5

SMB Hedge Fund Activity: Q3 2023 in Review

94 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2023, worth a combined $167M — up 1.7% from $165M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SMB and 7 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 29 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.14M. The largest seller was Jane Street, exiting entirely with an estimated $9.84M sold.

  • 94 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2023, down from 100 in Q2 2023.
  • Funds reported $167M of VanEck Short Muni ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 7 funds opened new VanEck Short Muni ETF positions in Q3 2023 and 13 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $9.14M added.
  • The largest VanEck Short Muni ETF seller in Q3 2023 was Jane Street, an estimated $9.84M sold.

Based on aggregated 13F filings for Q3 2023.