VanEck Short Muni ETF
SMB
82 hedge funds and large institutions have $104M invested in VanEck Short Muni ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
4% more funds holding
Funds holding: 79 → 82 (+3)
2% more capital invested
Capital invested by funds: $102M → $104M (+$2.28M)
0.68% less ownership
Funds ownership: 50.79% → 50.12% (-0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
+$1.96M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.81M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.47M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.27M |
| 3 |
MFG
MidWestOne Financial Group
Iowa City,
Iowa
|
-$1.51M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$995K |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$841K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFG
76
Sowa Financial Group
Lincoln,
Rhode Island
| $5K | – | – | – |
|
|
FPFS
77
First Personal Financial Services
Charlotte,
North Carolina
| $3K | – | – | – |
|
|
PP
78
PrairieView Partners
St. Paul,
Minnesota
| $3K | – | – | – |
|
|
FHA
79
Flagship Harbor Advisors
Boston,
Massachusetts
| $2K | – | – | – |
|
80
BlackRock
New York
| $1K | – | – | – |
|
|
TFA
81
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$18 | +1 | New |
|
|
WIM
82
Westside Investment Management
Santa Monica,
California
| $110 | +$444 | +25 | +0.4% |
|
|
83
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.27M | -130,583 | Closed |
|
|
MFG
84
MidWestOne Financial Group
Iowa City,
Iowa
| – | -$1.51M | -87,116 | Closed |
|
|
MWM
85
Merriman Wealth Management
Seattle,
Washington
| – | -$841K | -48,381 | Closed |
|
|
BRWM
86
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$461K | -26,528 | Closed |
|
|
EWM
87
EPG Wealth Management
Atlanta,
Georgia
| – | -$66K | -3,786 | Closed |
|
|
BFEC
88
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$39K | -2,240 | Closed |
|
SMB Hedge Fund Activity: Q2 2020 in Review
82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2020, worth a combined $104M — up 2.2% from $102M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMB positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 20 trimmed.
The largest buyer was EisnerAmper Wealth Management Corporate Benefits, adding an estimated $1.96M. The largest seller was Bank of America, cutting an estimated $3.1M.
- 82 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2020, up from 79 in Q1 2020.
- Funds reported $104M of VanEck Short Muni ETF stock for Q2 2020, up 2.2% quarter-over-quarter.
- 9 funds opened new VanEck Short Muni ETF positions in Q2 2020 and 6 closed out, a net change of +3 holders.
- The largest VanEck Short Muni ETF buyer in Q2 2020 was EisnerAmper Wealth Management Corporate Benefits, an estimated $1.96M added.
- The largest VanEck Short Muni ETF seller in Q2 2020 was Bank of America, an estimated $3.1M sold.
Based on aggregated 13F filings for Q2 2020.