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VanEck Short Muni ETF

72 hedge funds and large institutions have $94.4M invested in VanEck Short Muni ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

2.3% less ownership

Funds ownership: 46.16%43.86% (-2.3%)

6% less funds holding

Funds holding: 7772 (-5)

13% less capital invested

Capital invested by funds: $109M → $94.4M (-$14.2M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
76
ZWJ Investment Counsel
Georgia
-$224K -13,000 Closed
RWP
77
RWA Wealth Partners
Massachusetts
-$184K -10,696 Closed
DWM
78
Doyle Wealth Management
Florida
-$176K -10,211 Closed
CA
79
Calton & Associates
Florida
-$159K -9,237 Closed
PCM
80
Prelude Capital Management
New York
-$136K -7,892 -100%
BL
81
Balentine LLC
Georgia
-$94K -5,429 Closed
FAAS
82
First Allied Advisory Services
California
-$48K -2,775 Closed

SMB Hedge Fund Activity: Q1 2018 in Review

72 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2018, worth a combined $94.4M — down 13% from $109M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMB and 7 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $1.22M. The largest seller was Jane Street, cutting an estimated $3.19M.

  • 72 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2018, down from 77 in Q4 2017.
  • Funds reported $94.4M of VanEck Short Muni ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 7 funds opened new VanEck Short Muni ETF positions in Q1 2018 and 11 closed out, a net change of -4 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2018 was Bank of America, an estimated $1.22M added.
  • The largest VanEck Short Muni ETF seller in Q1 2018 was Jane Street, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2018.