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VanEck Short Muni ETF
SMB

103 hedge funds and large institutions have $163M invested in VanEck Short Muni ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

7% more funds holding

Funds holding: 96 → 103 (+7)

6% more capital invested

Capital invested by funds: $154M → $163M (+$9.43M)

4.89% more ownership

Funds ownership: 74.09% → 78.98% (+4.9%)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
47
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VC
Vicus Capital
Pennsylvania
+$3.54M
2
Ameriprise
Ameriprise
Minnesota
+$1.54M
3
Jane Street
Jane Street
New York
+$1.52M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$1.47M
5
RWB
RMR Wealth Builders
New Jersey
+$774K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.46M
2
FTUS
Flow Traders U.S.
New York
-$977K
3
MAP
Milestone Advisory Partners
North Carolina
-$701K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$640K
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
76
Bray Capital Advisors
Florida
$194K +$61K +3,400 +46%
CCG
77
Chatham Capital Group
Georgia
$179K – – –
GWM
78
Gray Wealth Management
Maine
$179K – – –
CPFP
79
Clear Perspectives Financial Planning
Ohio
$162K -$26.6K -1,483 -14%
VCM
80
Versant Capital Management
Arizona
$140K -$6.15K -343 -4%
EC
81
Elequin Capital
New York
$132K +$132K +7,370 New
EFS
82
Econ Financial Services
Pennsylvania
$115K +$115K +6,405 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$103K – – –
CMBA
84
C.M. Bidwell & Associates
Hawaii
$87K +$33.5K +1,870 +63%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$85K +$15.7K +874 +23%
AIP
86
Ameritas Investment Partners
Nebraska
$84K +$43.2K +2,411 +104%
CIAS
87
Capital Investment Advisory Services
North Carolina
$78K +$10.3K +577 +15%
HPC
88
HM Payson & Co
Maine
$70K +$70.5K +3,929 New
EWM
89
EPG Wealth Management
Georgia
$68K – – –
HI
90
Harbour Investments
Wisconsin
$68K +$63.3K +3,532 +1,442%
FCMA
91
Foresight Capital Management Advisors
Michigan
$65K +$64.8K +3,613 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$63K – – –
GWM
93
Geneos Wealth Management
Colorado
$61K +$36 +2 +0.1%
CWA
94
Clearview Wealth Advisors
Oregon
$54K -$35K -1,950 -39%
TFGT
95
TS Financial Group (TSFG)
Illinois
$50K – – –
CYG
96
Clean Yield Group
Vermont
$40K – – –
GI
97
GS Investments
Minnesota
$29K – – –
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$27K – – –
VNA
99
Valley National Advisers
Pennsylvania
$18K – – –
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
1 2 3
4
5

SMB Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2021, worth a combined $163M — up 6.1% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMB positions and 4 closed out — a net gain of 9 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Vicus Capital, adding an estimated $3.54M. The largest seller was Bank of America, cutting an estimated $2.46M.

  • 103 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $163M of VanEck Short Muni ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 13 funds opened new VanEck Short Muni ETF positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2021 was Vicus Capital, an estimated $3.54M added.
  • The largest VanEck Short Muni ETF seller in Q4 2021 was Bank of America, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.