VanEck Short Muni ETF
SMB
73 hedge funds and large institutions have $97.2M invested in VanEck Short Muni ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 11 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
3% more funds holding
Funds holding: 71 → 73 (+2)
1.53% more ownership
Funds ownership: 45.83% → 47.36% (+1.5%)
4% more capital invested
Capital invested by funds: $93.7M → $97.2M (+$3.48M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$3.48M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$990K |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$766K |
| 5 |
B
Bailard
Foster City,
California
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.55M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$954K |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$657K |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$387K |
| 5 |
MFG
MidWestOne Financial Group
Iowa City,
Iowa
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
76
WealthSource Partners
San Luis Obispo,
California
| – | -$387K | -21,866 | Closed |
|
77
UBS AM
Chicago,
Illinois
| – | -$250K | -14,121 | Closed |
|
|
KCPG
78
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$221K | -12,500 | Closed |
|
|
OC
79
Oppenheimer & Co
New York
| – | -$200K | -11,311 | Closed |
|
|
MCA
80
Morris Capital Advisors
Malvern,
Pennsylvania
| – | -$192K | -10,870 | Closed |
|
81
JP Morgan Chase
New York
| – | -$190K | -10,713 | Closed |
|
82
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$27K | -1,500 | Closed |
|
|
FAAS
83
First Allied Advisory Services
San Diego,
California
| – | -$16K | -900 | Closed |
|
|
FGAM
84
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -84 | Closed |
|
SMB Hedge Fund Activity: Q4 2019 in Review
73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2019, worth a combined $97.2M — up 3.7% from $93.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMB positions and 11 closed out — a net gain of 3 holders — while 30 added to existing stakes and 16 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $3.48M. The largest seller was Jane Street, exiting entirely with an estimated $3.55M sold.
- 73 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2019, up from 71 in Q3 2019.
- Funds reported $97.2M of VanEck Short Muni ETF stock for Q4 2019, up 3.7% quarter-over-quarter.
- 14 funds opened new VanEck Short Muni ETF positions in Q4 2019 and 11 closed out, a net change of +3 holders.
- The largest VanEck Short Muni ETF buyer in Q4 2019 was Redhawk Wealth Advisors, an estimated $3.48M added.
- The largest VanEck Short Muni ETF seller in Q4 2019 was Jane Street, an estimated $3.55M sold.
Based on aggregated 13F filings for Q4 2019.