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VanEck Short Muni ETF
SMB

93 hedge funds and large institutions have $155M invested in VanEck Short Muni ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $144M → $155M (+$11M)

4.32% more ownership

Funds ownership: 69.83% → 74.15% (+4.3%)

2% less funds holding

Funds holding: 95 → 93 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
39
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
+$4.66M
2
SL
SWMG LLC
Texas
+$1.7M
3
Bank of America
Bank of America
North Carolina
+$1.38M
4
Stifel Financial
Stifel Financial
Missouri
+$1.18M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$1.25M
2
OMC
Old Mission Capital
Illinois
-$1.2M
3
Morgan Stanley
Morgan Stanley
New York
-$556K
4
VanEck Associates
VanEck Associates
New York
-$503K
5
FFN
Focus Financial Network
Minnesota
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$70K – – –
AWA
77
Arkadios Wealth Advisors
Georgia
$68K – – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$64K +$63.6K +3,519 New
GWM
79
Geneos Wealth Management
Colorado
$61K +$18 +1 +0%
CMBA
80
C.M. Bidwell & Associates
Hawaii
$54K +$6.77K +375 +14%
CYG
81
Clean Yield Group
Vermont
$40K +$40K +2,216 New
Citigroup
82
Citigroup
New York
$38K – – –
PCA
83
Providence Capital Advisors
North Carolina
$33K +$32.5K +1,800 New
GI
84
GS Investments
Minnesota
$29K – – –
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$27K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$25K +$25K +1,382 New
VNA
87
Valley National Advisers
Pennsylvania
$18K – – –
HWMA
88
Heritage Wealth Management (Arizona)
Arizona
$14K -$361 -20 -2%
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
HI
90
Harbour Investments
Wisconsin
$4K – – –
PP
91
PrairieView Partners
Minnesota
$3K – – –
BlackRock
92
BlackRock
New York
$1K – – –
WIM
93
Westside Investment Management
California
$112 +$325 +18 +0.3%
CSPAM
94
Cary Street Partners Asset Management
Virginia
– -$101K -100,968 Closed
HCM
95
Howard Capital Management
Georgia
– -$1.25M -69,095 Closed
OMC
96
Old Mission Capital
Illinois
– -$1.2M -66,406 Closed
VanEck Associates
97
VanEck Associates
New York
– -$503K -27,880 Closed
FFN
98
Focus Financial Network
Minnesota
– -$459K -25,462 Closed
CW
99
CreativeOne Wealth
Kansas
– -$215K -11,921 Closed
CC
100
Cypress Capital
Tennessee
– -$204K -11,313 Closed
1 2 3
4
5

SMB Hedge Fund Activity: Q2 2021 in Review

93 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2021, worth a combined $155M — up 7.7% from $144M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SMB and 11 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 39 added.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $4.66M. The largest seller was Howard Capital Management, exiting entirely with an estimated $1.25M sold.

  • 93 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2021, down from 95 in Q1 2021.
  • Funds reported $155M of VanEck Short Muni ETF stock for Q2 2021, up 7.7% quarter-over-quarter.
  • 11 funds opened new VanEck Short Muni ETF positions in Q2 2021 and 13 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2021 was M Holdings Securities, an estimated $4.66M added.
  • The largest VanEck Short Muni ETF seller in Q2 2021 was Howard Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2021.