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VanEck Short Muni ETF
SMB

91 hedge funds and large institutions have $208M invested in VanEck Short Muni ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

10% more funds holding

Funds holding: 83 → 91 (+8)

8% more capital invested

Capital invested by funds: $192M → $208M (+$16M)

3.19% more ownership

Funds ownership: 73.07% → 76.26% (+3.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$6.46M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.66M
3
JCM
Janney Capital Management
Pennsylvania
+$2.47M
4
Bank of America
Bank of America
North Carolina
+$2.01M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.67M
2
MWC
MBM Wealth Consultants
Missouri
-$557K
3
Osaic Holdings
Osaic Holdings
Arizona
-$517K
4
Principal Financial Group
Principal Financial Group
Iowa
-$464K
5
OMC
Old Mission Capital
Illinois
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
51
PFG Investments
New York
$286K -$11.5K -672 -4%
MMA
52
Miracle Mile Advisors
California
$276K – – –
HighTower Advisors
53
HighTower Advisors
Illinois
$270K -$29K -1,690 -10%
IFG
54
Independent Financial Group
California
$255K +$257K +14,935 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$250K -$248K -14,438 -50%
TAM
56
Titleist Asset Management
Texas
$248K – – –
SFC
57
Strategic Financial Concepts
Texas
$246K +$247K +14,393 New
CAAS
58
Capital Asset Advisory Services
Michigan
$243K – – –
AWM
59
Axxcess Wealth Management
California
$243K – – –
BFO
60
Boston Family Office
Massachusetts
$237K – – –
AWS
61
Atria Wealth Solutions
New York
$225K +$226K +13,162 New
BAMG
62
Brand Asset Management Group
Missouri
$218K +$8.07K +470 +4%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$213K -$11.5K -669 -5%
VC
64
Vicus Capital
Pennsylvania
$200K +$395 +23 +0.2%
BFG
65
Berger Financial Group
Minnesota
$189K – – –
T
66
Transce3nd
Texas
$183K +$184K +10,731 New
EWM
67
Evermay Wealth Management
Virginia
$162K -$83.3K -4,851 -34%
GSWM
68
Golden State Wealth Management
California
$133K +$134K +7,778 New
VCM
69
Versant Capital Management
Arizona
$104K -$533 -31 -0.5%
FFA
70
Farther Finance Advisors
California
$103K – – –
DJSG
71
D.J. St. Germain
Massachusetts
$90.8K +$91.2K +5,311 New
WP
72
WealthShield Partners
North Carolina
$84.8K -$59.9K -3,487 -41%
HI
73
Harbour Investments
Wisconsin
$75.7K +$447 +26 +0.6%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
AA
75
Ancora Advisors
Ohio
$63.4K -$2.77K -161 -4%
1 2
3
4

SMB Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2024, worth a combined $208M — up 8.3% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SMB positions and 6 closed out — a net gain of 11 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Allworth Financial, adding an estimated $6.46M. The largest seller was LPL Financial, cutting an estimated $1.67M.

  • 91 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $208M of VanEck Short Muni ETF stock for Q4 2024, up 8.3% quarter-over-quarter.
  • 17 funds opened new VanEck Short Muni ETF positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2024 was Allworth Financial, an estimated $6.46M added.
  • The largest VanEck Short Muni ETF seller in Q4 2024 was LPL Financial, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2024.