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VanEck Short Muni ETF

109 hedge funds and large institutions have $231M invested in VanEck Short Muni ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

7% more funds holding

Funds holding: 102109 (+7)

9.66% less ownership

Funds ownership: 130.96%121.3% (-9.7%)

10% less capital invested

Capital invested by funds: $257M → $231M (-$26M)

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
24
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$188K
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$171K +$174K +10,253 New
GWM
78
Gray Wealth Management
Maine
$166K
HI
79
Harbour Investments
Wisconsin
$137K
CFD
80
Creative Financial Designs
Indiana
$120K -$33K -1,948 -21%
AA
81
Ancora Advisors
Ohio
$107K -$68.7K -4,050 -39%
VCM
82
Versant Capital Management
Arizona
$97K -$29.9K -1,761 -23%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$96K
AIP
84
Ameritas Investment Partners
Nebraska
$93K +$136 +8 +0.1%
VWM
85
Valley Wealth Managers
New Jersey
$80K
CMBA
86
C.M. Bidwell & Associates
Hawaii
$77K
EWM
87
EPG Wealth Management
Georgia
$63K +$64.3K +3,791 New
HR
88
Howe & Rusling
New York
$53K +$53.7K +3,166 New
PFT
89
Providence First Trust
Arizona
$47K +$48K +2,828 New
TFGT
90
TS Financial Group (TSFG)
Illinois
$46K
CYG
91
Clean Yield Group
Vermont
$37K
CSPAM
92
Cary Street Partners Asset Management
Virginia
$37K +$37.3K +2,200 New
CIAS
93
Capital Investment Advisory Services
North Carolina
$36K -$8.48K -500 -19%
HSA
94
HBK Sorce Advisory
Pennsylvania
$28K +$509K +30,000 New
US Bancorp
95
US Bancorp
Minnesota
$23K +$23.3K +1,375 New
APC
96
Aspire Private Capital
North Carolina
$19K +$19.4K +1,143 New
WTC
97
WhitTier Trust Company
Nevada
$18K
FHA
98
First Horizon Advisors
Tennessee
$17K +$17.6K +1,040 New
HI
99
Hudock Inc
Pennsylvania
$12K +$7.13K +420 +127%
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$10K

SMB Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2022, worth a combined $231M — down 10% from $257M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMB positions and 10 closed out — a net gain of 9 holders — while 24 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $11M. The largest seller was Jane Street, cutting an estimated $18.6M.

  • 109 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2022, up from 102 in Q2 2022.
  • Funds reported $231M of VanEck Short Muni ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 19 funds opened new VanEck Short Muni ETF positions in Q3 2022 and 10 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2022 was Bank of America, an estimated $11M added.
  • The largest VanEck Short Muni ETF seller in Q3 2022 was Jane Street, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2022.