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VanEck Short Muni ETF
SMB

91 hedge funds and large institutions have $198M invested in VanEck Short Muni ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 91 → 91 (0)

5% less capital invested

Capital invested by funds: $208M → $198M (-$9.77M)

1.54% less ownership

Funds ownership: 76.26% → 74.71% (-1.5%)

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
34
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$2.36M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.13M
3
Morgan Stanley
Morgan Stanley
New York
+$984K
4
Jane Street
Jane Street
New York
+$941K
5
MHS
M Holdings Securities
Oregon
+$773K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$13.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.38M
3
Wells Fargo
Wells Fargo
California
-$1.34M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.13M
5
LPL Financial
LPL Financial
California
-$849K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$368K +$20.3K +1,183 +6%
AWM
52
Axxcess Wealth Management
California
$339K +$96.1K +5,600 +39%
CAAS
53
Capital Asset Advisory Services
Michigan
$339K +$96.1K +5,600 +39%
FF
54
Fluent Financial
Texas
$292K – – –
PI
55
PFG Investments
New York
$286K -$944 -55 -0.3%
WP
56
WealthShield Partners
North Carolina
$271K +$186K +10,851 +219%
KGP
57
Keystone Global Partners
Colorado
$257K +$258K +15,022 New
SFC
58
Strategic Financial Concepts
Texas
$251K +$3.88K +226 +2%
TAM
59
Titleist Asset Management
Texas
$249K – – –
BFO
60
Boston Family Office
Massachusetts
$238K – – –
HighTower Advisors
61
HighTower Advisors
Illinois
$238K -$33.4K -1,946 -12%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$218K -$32.2K -1,875 -13%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$214K – – –
BAMG
64
Brand Asset Management Group
Missouri
$200K -$19.3K -1,122 -9%
FHA
65
Flagship Harbor Advisors
Massachusetts
$191K +$191K +11,131 New
BFG
66
Berger Financial Group
Minnesota
$189K – – –
T
67
Transce3nd
Texas
$184K – – –
EWA
68
EverSource Wealth Advisors
Alabama
$174K +$175K +10,180 New
EWM
69
Evermay Wealth Management
Virginia
$162K – – –
IA
70
IFP Advisors
Florida
$137K +$137K +8,000 New
GSWM
71
Golden State Wealth Management
California
$130K -$3.21K -187 -2%
FFA
72
Farther Finance Advisors
California
$103K – – –
VCM
73
Versant Capital Management
Arizona
$94.5K -$9.45K -551 -9%
HI
74
Harbour Investments
Wisconsin
$87.2K +$11.4K +663 +15%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
1 2
3
4

SMB Hedge Fund Activity: Q1 2025 in Review

91 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2025, worth a combined $198M — down 4.7% from $208M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMB positions and 8 closed out — a net gain of 1 holder — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Allworth Financial, adding an estimated $2.36M. The largest seller was Bank of America, cutting an estimated $13.1M.

  • 91 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $198M of VanEck Short Muni ETF stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 9 funds opened new VanEck Short Muni ETF positions in Q1 2025 and 8 closed out, a net change of +1 holder.
  • The largest VanEck Short Muni ETF buyer in Q1 2025 was Allworth Financial, an estimated $2.36M added.
  • The largest VanEck Short Muni ETF seller in Q1 2025 was Bank of America, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.