VanEck Short Muni ETF
SMB
79 hedge funds and large institutions have $102M invested in VanEck Short Muni ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 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
8% more funds holding
Funds holding: 73 → 79 (+6)
3.43% more ownership
Funds ownership: 47.36% → 50.79% (+3.4%)
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
5% more capital invested
Capital invested by funds: $97.2M → $102M (+$4.71M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.31M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$1M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$855K |
| 5 |
Rockefeller Capital Management
New York
|
+$851K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
-$2.61M |
| 2 |
Morgan Stanley
New York
|
-$1.43M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.21M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.07M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$825K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
76
PrairieView Partners
St. Paul,
Minnesota
| $3K | +$2.97K | +168 | New |
|
|
FHA
77
Flagship Harbor Advisors
Boston,
Massachusetts
| $2K | +$18 | +1 | +0.8% |
|
78
BlackRock
New York
| $1K | +$18 | +1 | +1% |
|
|
WIM
79
Westside Investment Management
Santa Monica,
California
| $106 | +$108K | +6,125 | New |
|
|
B
80
Bailard
Foster City,
California
| – | -$619K | -34,770 | Closed |
|
|
APP
81
Avantax Planning Partners
Dubuque,
Iowa
| – | -$256K | -14,373 | Closed |
|
|
WLIM
82
White Lighthouse Investment Management
Bedford,
Massachusetts
| – | -$240K | -13,500 | Closed |
|
83
Northern Trust
Chicago,
Illinois
| – | -$2K | -11,781 | Closed |
|
|
MGIA
84
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$183K | -10,284 | Closed |
|
85
William Blair & Company
Chicago,
Illinois
| – | -$116K | -6,500 | Closed |
|
|
TA
86
TFG Advisers
Auburn Hills,
Michigan
| – | -$33K | -1,857 | Closed |
|
SMB Hedge Fund Activity: Q1 2020 in Review
79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2020, worth a combined $102M — up 4.8% from $97.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SMB positions and 7 closed out — a net gain of 9 holders — while 24 added to existing stakes and 22 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.11M. The largest seller was EisnerAmper Wealth Management Corporate Benefits, cutting an estimated $2.61M.
- 79 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2020, up from 73 in Q4 2019.
- Funds reported $102M of VanEck Short Muni ETF stock for Q1 2020, up 4.8% quarter-over-quarter.
- 16 funds opened new VanEck Short Muni ETF positions in Q1 2020 and 7 closed out, a net change of +9 holders.
- The largest VanEck Short Muni ETF buyer in Q1 2020 was Jane Street, an estimated $5.11M added.
- The largest VanEck Short Muni ETF seller in Q1 2020 was EisnerAmper Wealth Management Corporate Benefits, an estimated $2.61M sold.
Based on aggregated 13F filings for Q1 2020.