VanEck Short Muni ETF
SMB
76 hedge funds and large institutions have $97.4M invested in VanEck Short Muni ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
10% more funds holding
Funds holding: 69 → 76 (+7)
3% more capital invested
Capital invested by funds: $94.9M → $97.4M (+$2.44M)
0.51% more ownership
Funds ownership: 47.5% → 48.01% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$2.35M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.21M |
| 3 |
Morgan Stanley
New York
|
+$1.16M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$1.03M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.98M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.77M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$619K |
| 5 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$580K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPW
76
Pasadena Private Wealth
Pasadena,
California
| – | -$580K | -33,526 | Closed |
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$396K | -22,894 | Closed |
|
|
JWS
78
Juncture Wealth Strategies
Scottsdale,
Arizona
| – | -$245K | -14,165 | Closed |
|
|
DWM
79
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$155K | -8,945 | Closed |
|
80
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$47K | -2,722 | Closed |
|
|
KPW
81
Kore Private Wealth
New York
| – | -$18K | -1,040 | Closed |
|
|
TFA
82
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
SMB Hedge Fund Activity: Q1 2019 in Review
76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2019, worth a combined $97.4M — up 2.6% from $94.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SMB positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 22 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $2.35M. The largest seller was Jane Street, cutting an estimated $3.05M.
- 76 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2019, up from 69 in Q4 2018.
- Funds reported $97.4M of VanEck Short Muni ETF stock for Q1 2019, up 2.6% quarter-over-quarter.
- 16 funds opened new VanEck Short Muni ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
- The largest VanEck Short Muni ETF buyer in Q1 2019 was Redhawk Wealth Advisors, an estimated $2.35M added.
- The largest VanEck Short Muni ETF seller in Q1 2019 was Jane Street, an estimated $3.05M sold.
Based on aggregated 13F filings for Q1 2019.