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VanEck Short Muni ETF
SMB

89 hedge funds and large institutions have $186M invested in VanEck Short Muni ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $189M → $186M (-$3.09M)

3% less funds holding

Funds holding: 92 → 89 (-3)

3.69% less ownership

Funds ownership: 76.36% → 72.67% (-3.7%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
27
Reduced
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.2M
2
AF
Allworth Financial
California
+$3.96M
3
DPI
Diversified Portfolios Inc
Michigan
+$1.58M
4
Cerity Partners
Cerity Partners
New York
+$995K
5
SEI Investments
SEI Investments
Pennsylvania
+$626K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$22M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.81M
3
FTUS
Flow Traders U.S.
New York
-$1.41M
4
Ameriprise
Ameriprise
Minnesota
-$915K
5
Stifel Financial
Stifel Financial
Missouri
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$382K -$24.2K -1,426 -6%
PI
52
PFG Investments
New York
$312K -$60.3K -3,555 -16%
MMA
53
Miracle Mile Advisors
California
$275K – – –
RJT
54
Raymond James Trust
Florida
$274K – – –
WIA
55
World Investment Advisors
California
$258K +$170 +10 +0.1%
CTWM
56
Cherry Tree Wealth Management
Minnesota
$249K -$526 -31 -0.2%
TAM
57
Titleist Asset Management
Texas
$247K – – –
EWM
58
Evermay Wealth Management
Virginia
$243K – – –
CAAS
59
Capital Asset Advisory Services
Michigan
$242K -$17K -1,000 -7%
AWM
60
Axxcess Wealth Management
California
$241K -$17K -1,000 -7%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$239K -$67.2K -3,964 -22%
BFO
62
Boston Family Office
Massachusetts
$236K – – –
Comerica Bank
63
Comerica Bank
Texas
$207K -$136K -8,000 -40%
VC
64
Vicus Capital
Pennsylvania
$205K -$577K -34,044 -74%
SFC
65
Strategic Financial Concepts
Texas
$193K +$4.92K +290 +3%
WCM
66
WealthBridge Capital Management
Ohio
$191K -$50.8K -2,995 -21%
OFS
67
OneAscent Financial Services
Alabama
$189K -$661 -39 -0.3%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$188K -$707K -41,660 -79%
BFG
69
Berger Financial Group
Minnesota
$188K – – –
FM
70
Foster & Motley
Ohio
$178K -$2.68K -158 -1%
BAMG
71
Brand Asset Management Group
Missouri
$178K +$177K +10,451 New
NGA
72
Naples Global Advisors
Florida
$172K -$8.48K -500 -5%
WP
73
WealthShield Partners
North Carolina
$169K -$53.6K -3,161 -24%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$169K +$984 +58 +0.6%
VCM
75
Versant Capital Management
Arizona
$114K +$68 +4 +0.1%
1 2
3
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SMB Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2024, worth a combined $186M — down 1.6% from $189M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SMB and 3 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $20.2M. The largest seller was Jane Street, cutting an estimated $22M.

  • 89 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2024, down from 92 in Q1 2024.
  • Funds reported $186M of VanEck Short Muni ETF stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 3 funds opened new VanEck Short Muni ETF positions in Q2 2024 and 5 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2024 was Bank of America, an estimated $20.2M added.
  • The largest VanEck Short Muni ETF seller in Q2 2024 was Jane Street, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2024.