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VanEck Short Muni ETF
SMB

83 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $186M → $192M (+$5.98M)

0.4% more ownership

Funds ownership: 72.67% → 73.07% (+0.4%)

7% less funds holding

Funds holding: 89 → 83 (-6)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
83
Holders Change
-6
Holders Change %
-6.74%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
25
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$2.78M
2
Ameriprise
Ameriprise
Minnesota
+$1.7M
3
LPL Financial
LPL Financial
California
+$1.4M
4
Wells Fargo
Wells Fargo
California
+$895K
5
MHS
M Holdings Securities
Oregon
+$715K

Top Sellers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
-$2.53M
2
Jane Street
Jane Street
New York
-$794K
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$782K
4
CFMC
Curbstone Financial Management Corp
New Hampshire
-$714K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
51
Miracle Mile Advisors
California
$280K – – –
WIA
52
World Investment Advisors
California
$257K -$5.41K -315 -2%
TAM
53
Titleist Asset Management
Texas
$251K – – –
EWM
54
Evermay Wealth Management
Virginia
$248K – – –
AWM
55
Axxcess Wealth Management
California
$246K – – –
CAAS
56
Capital Asset Advisory Services
Michigan
$245K – – –
BFO
57
Boston Family Office
Massachusetts
$240K – – –
CTWM
58
Cherry Tree Wealth Management
Minnesota
$227K -$26K -1,516 -10%
KCPG
59
Kavar Capital Partners Group
Kansas
$216K +$215K +12,500 New
RJT
60
Raymond James Trust
Florida
$216K -$62.4K -3,632 -23%
Jane Street
61
Jane Street
New York
$215K -$794K -46,263 -79%
BAMG
62
Brand Asset Management Group
Missouri
$213K +$31.9K +1,859 +18%
FF
63
Fluent Financial
Texas
$203K +$201K +11,730 New
VC
64
Vicus Capital
Pennsylvania
$202K -$6.18K -360 -3%
BFG
65
Berger Financial Group
Minnesota
$191K – – –
Jones Financial Companies
66
Jones Financial Companies
Missouri
$177K +$5.48K +319 +3%
WP
67
WealthShield Partners
North Carolina
$146K -$26K -1,513 -15%
Comerica Bank
68
Comerica Bank
Texas
$128K -$81.8K -4,765 -39%
VCM
69
Versant Capital Management
Arizona
$105K -$10.1K -587 -9%
FFA
70
Farther Finance Advisors
California
$104K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$99.4K – – –
HI
72
Harbour Investments
Wisconsin
$76.1K +$326 +19 +0.4%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
AA
74
Ancora Advisors
Ohio
$66.9K -$7.55K -440 -10%
ACA
75
Aptus Capital Advisors
Alabama
$53.1K – – –
1 2
3
4

SMB Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2024, worth a combined $192M — up 3.2% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SMB and 4 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Allworth Financial, adding an estimated $2.78M. The largest seller was Janney Capital Management, exiting entirely with an estimated $2.53M sold.

  • 83 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
  • 4 funds opened new VanEck Short Muni ETF positions in Q3 2024 and 10 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2024 was Allworth Financial, an estimated $2.78M added.
  • The largest VanEck Short Muni ETF seller in Q3 2024 was Janney Capital Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2024.