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VanEck Short Muni ETF

110 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

18.2% more ownership

Funds ownership: 78.98%97.19% (+18%)

17% more capital invested

Capital invested by funds: $163M → $192M (+$28.3M)

7% more funds holding

Funds holding: 103110 (+7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
37
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$250K +$256K +14,609 New
AAS
77
Avantax Advisory Services
Texas
$248K
PP
78
PrairieView Partners
Minnesota
$248K +$251K +14,337 +8,534%
Creative Planning
79
Creative Planning
Kansas
$232K +$238K +13,590 New
RA
80
RFG Advisory
Alabama
$225K -$38.9K -2,225 -14%
DHGWA
81
Dixon Hughes Goodman Wealth Advisors
North Carolina
$225K +$29.8K +1,705 +15%
VCM
82
Versant Capital Management
Arizona
$198K +$65.9K +3,767 +48%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$198K +$202K +11,563 New
CC
84
Cypress Capital
Tennessee
$194K
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$193K -$34.7K -1,982 -15%
NGA
86
Naples Global Advisors
Florida
$193K
AWS
87
Atria Wealth Solutions
New York
$191K +$195K +11,160 New
AA
88
Ancora Advisors
Ohio
$185K
CCG
89
Chatham Capital Group
Georgia
$171K
GWM
90
Gray Wealth Management
Maine
$171K
BCA
91
Bray Capital Advisors
Florida
$165K -$21.3K -1,215 -11%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$98K
AIP
93
Ameritas Investment Partners
Nebraska
$96K +$15.3K +877 +19%
CMBA
94
C.M. Bidwell & Associates
Hawaii
$86K +$2.98K +170 +3%
CIAS
95
Capital Investment Advisory Services
North Carolina
$74K
EWM
96
EPG Wealth Management
Georgia
$65K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$63K -$18.3K -1,043 -22%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$60K
CWA
99
Clearview Wealth Advisors
Oregon
$51K
TFGT
100
TS Financial Group (TSFG)
Illinois
$47K

SMB Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2022, worth a combined $192M — up 17% from $163M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMB positions and 9 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.94M. The largest seller was Royal Bank of Canada, cutting an estimated $7.22M.

  • 110 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 19 funds opened new VanEck Short Muni ETF positions in Q1 2022 and 9 closed out, a net change of +10 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2022 was LPL Financial, an estimated $6.94M added.
  • The largest VanEck Short Muni ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $7.22M sold.

Based on aggregated 13F filings for Q1 2022.