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VanEck Short Muni ETF
SMB

87 hedge funds and large institutions have $108M invested in VanEck Short Muni ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

2.84% more ownership

Funds ownership: 49.88% → 52.72% (+2.8%)

4% more capital invested

Capital invested by funds: $104M → $108M (+$4.54M)

0% more funds holding

Funds holding: 87 → 87 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
35
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.27M
2
LPL Financial
LPL Financial
California
+$918K
3
IWC
Integrated Wealth Concepts
Massachusetts
+$864K
4
Morgan Stanley
Morgan Stanley
New York
+$776K
5
BC
Bartlett & Co
Ohio
+$763K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$1.37M
2
Jane Street
Jane Street
New York
-$1.28M
3
MFG
MidWestOne Financial Group
Iowa
-$571K
4
BRWM
B. Riley Wealth Management
Tennessee
-$480K
5
CCP
Cardan Capital Partners
Colorado
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$27K – – –
TIAM2
77
Tru Independence Asset Management 2
Oregon
$26K +$26K +1,440 New
WEC
78
Winslow Evans & Crocker
Massachusetts
$25K – – –
SWM
79
Sugarloaf Wealth Management
Georgia
$18K – – –
VNA
80
Valley National Advisers
Pennsylvania
$18K – – –
CMBA
81
C.M. Bidwell & Associates
Hawaii
$13K +$903 +50 +7%
CC
82
Cypress Capital
Tennessee
$10K -$204K -11,313 -95%
RA
83
Reby Advisors
Connecticut
$8K +$8.29K +459 New
SIAP
84
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K – – –
PP
85
PrairieView Partners
Minnesota
$3K – – –
BlackRock
86
BlackRock
New York
$1K +$18 +1 +1%
WIM
87
Westside Investment Management
California
$112 +$397 +22 +0.4%
HighTower Advisors
88
HighTower Advisors
Illinois
– -$1.37M -76,068 Closed
Jane Street
89
Jane Street
New York
– -$1.28M -70,978 Closed
BRWM
90
B. Riley Wealth Management
Tennessee
– -$480K -26,602 Closed
PWP
91
Personal Wealth Partners
Minnesota
– -$254K -14,060 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$244K -13,496 Closed
FTUS
93
Flow Traders U.S.
New York
– -$228K -12,658 Closed
PFS
94
Prospera Financial Services
Texas
– -$5K -266 Closed
FHA
95
Flagship Harbor Advisors
Massachusetts
– -$2K -121 Closed
1 2 3
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SMB Hedge Fund Activity: Q4 2020 in Review

87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2020, worth a combined $108M — up 4.4% from $104M a quarter earlier.

Fund positioning in SMB was balanced in Q4 2020: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $2.27M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.37M sold.

  • 87 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $108M of VanEck Short Muni ETF stock for Q4 2020, up 4.4% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q4 2020 and 8 closed out, a net change of 0 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2020 was Bank of America, an estimated $2.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2020 was HighTower Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.