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VanEck Short Muni ETF
SMB

95 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $167M → $192M (+$25M)

5.57% more ownership

Funds ownership: 68% → 73.57% (+5.6%)

1% more funds holding

Funds holding: 94 → 95 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.27M
2
Cerity Partners
Cerity Partners
New York
+$6.4M
3
Morgan Stanley
Morgan Stanley
New York
+$5.88M
4
DL
DOHJ LLC
Washington
+$4.2M
5
LPL Financial
LPL Financial
California
+$3.81M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.42M
2
JP Morgan Chase
JP Morgan Chase
New York
-$4.26M
3
Bank of America
Bank of America
North Carolina
-$3.46M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$2.25M
5
AF
Allworth Financial
California
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$471K -$52K -3,083 -10%
Principal Financial Group
52
Principal Financial Group
Iowa
$459K – – –
QWP
53
Quotient Wealth Partners
Texas
$443K +$437K +25,920 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$407K -$1.38K -82 -0.3%
CAN
55
Cetera Advisor Networks
California
$364K -$29.3K -1,735 -8%
PI
56
PFG Investments
New York
$352K -$70.5K -4,182 -17%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$326K -$95.2K -5,642 -23%
Comerica Bank
58
Comerica Bank
Texas
$319K +$135K +8,000 +75%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$310K -$4.42M -261,812 -94%
WP
60
WealthShield Partners
North Carolina
$309K -$2.02K -120 -0.7%
AWM
61
AE Wealth Management
Kansas
$309K +$125K +7,410 +69%
CTWM
62
Cherry Tree Wealth Management
Minnesota
$301K -$112K -6,636 -27%
AAS
63
Avantax Advisory Services
Texas
$296K +$67 +4 +0%
AWM
64
Axxcess Wealth Management
California
$260K – – –
CAAS
65
Capital Asset Advisory Services
Michigan
$260K – – –
BFO
66
Boston Family Office
Massachusetts
$257K – – –
WIA
67
World Investment Advisors
California
$251K +$10.9K +648 +5%
TAM
68
Titleist Asset Management
Texas
$248K – – –
EWM
69
Evermay Wealth Management
Virginia
$245K – – –
JGCM
70
Joseph Group Capital Management
Ohio
$244K +$241K +14,300 New
WCM
71
WealthBridge Capital Management
Ohio
$243K +$253 +15 +0.1%
BTIM
72
BancFirst Trust & Investment Management
Oklahoma
$225K +$223K +13,210 New
HighTower Advisors
73
HighTower Advisors
Illinois
$215K -$295K -17,475 -58%
RJT
74
Raymond James Trust
Florida
$213K -$2.02K -120 -1%
OFS
75
OneAscent Financial Services
Alabama
$190K +$188K +11,136 New
1 2
3
4 5

SMB Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2023, worth a combined $192M — up 15% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMB positions and 13 closed out — a net gain of 1 holder — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $9.27M. The largest seller was Susquehanna International Group, cutting an estimated $4.42M.

  • 95 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2023, up from 94 in Q3 2023.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 14 funds opened new VanEck Short Muni ETF positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest VanEck Short Muni ETF buyer in Q4 2023 was Jane Street, an estimated $9.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2023 was Susquehanna International Group, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2023.