We are live on ! Find out more
SMB icon

VanEck Short Muni ETF

95 hedge funds and large institutions have $144M invested in VanEck Short Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $108M → $144M (+$35.2M)

17.11% more ownership

Funds ownership: 52.72%69.83% (+17%)

9% more funds holding

Funds holding: 8795 (+8)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
76
Cary Street Partners Asset Management
Virginia
$101K -$8.1K -448 -0.4%
CPFP
77
Clear Perspectives Financial Planning
Ohio
$92K +$92.7K +5,125 New
CWA
78
Clearview Wealth Advisors
Oregon
$80K +$19K +1,050 +31%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$69K
AWA
80
Arkadios Wealth Advisors
Georgia
$68K +$72 +4 +0.1%
BAMG
81
Brand Asset Management Group
Missouri
$63K +$7.23K +400 +13%
GWM
82
Geneos Wealth Management
Colorado
$61K +$18 +1 +0%
CMBA
83
C.M. Bidwell & Associates
Hawaii
$47K +$33.9K +1,875 +253%
Citigroup
84
Citigroup
New York
$38K +$38K +2,100 New
GI
85
GS Investments
Minnesota
$29K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$27K
VNA
87
Valley National Advisers
Pennsylvania
$18K
HWMA
88
Heritage Wealth Management (Arizona)
Arizona
$14K +$14.5K +803 New
AF
89
Advisornet Financial
Minnesota
$6K +$5.79K +320 New
SIAP
90
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$4K +$3.89K +215 New
HI
92
Harbour Investments
Wisconsin
$4K +$4.43K +245 New
PP
93
PrairieView Partners
Minnesota
$3K
BlackRock
94
BlackRock
New York
$1K
WIM
95
Westside Investment Management
California
$112 +$344 +19 +0.3%
AWE
96
Avidian Wealth Enterprises
Texas
-$501K -27,639 Closed
UR
97
USCA RIA
Texas
-$272K -15,000 Closed
KCPG
98
Kavar Capital Partners Group
Kansas
-$226K -12,500 Closed
KAS
99
Kestra Advisory Services
Texas
-$212K -11,667 Closed
WP
100
WealthShield Partners
North Carolina
-$208K -11,494 Closed

SMB Hedge Fund Activity: Q1 2021 in Review

95 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2021, worth a combined $144M — up 32% from $108M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMB positions and 11 closed out — a net gain of 10 holders — while 41 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.28M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $501K sold.

  • 95 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2021, up from 87 in Q4 2020.
  • Funds reported $144M of VanEck Short Muni ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 21 funds opened new VanEck Short Muni ETF positions in Q1 2021 and 11 closed out, a net change of +10 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $3.28M added.
  • The largest VanEck Short Muni ETF seller in Q1 2021 was Avidian Wealth Enterprises, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2021.