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VanEck Short Muni ETF

100 hedge funds and large institutions have $165M invested in VanEck Short Muni ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $169M → $165M (-$4.12M)

1.53% less ownership

Funds ownership: 86.18%84.66% (-1.5%)

2% less funds holding

Funds holding: 102100 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

34% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 38

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$181K
BFO
77
Boston Family Office
Massachusetts
$178K
FFN
78
Focus Financial Network
Minnesota
$178K -$287 -17 -0.2%
AIM
79
Alhambra Investment Management
Florida
$173K
GWM
80
Gray Wealth Management
Maine
$168K
PTC
81
Private Trust Company
Ohio
$149K -$50.8K -3,012 -25%
VCM
82
Versant Capital Management
Arizona
$112K -$1.96K -116 -2%
HI
83
Harbour Investments
Wisconsin
$111K +$405 +24 +0.4%
FFA
84
Farther Finance Advisors
California
$101K +$101K +6,000 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$96.8K
AA
86
Ancora Advisors
Ohio
$89.4K -$10.9K -648 -11%
AF
87
Advisornet Financial
Minnesota
$70.5K -$66.8K -3,965 -49%
VWM
88
Valley Wealth Managers
New Jersey
$40.5K
GRP
89
Global Retirement Partners
California
$40.2K
CYG
90
Clean Yield Group
Vermont
$37.3K
CIAS
91
Capital Investment Advisory Services
North Carolina
$36K
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$30.7K
US Bancorp
93
US Bancorp
Minnesota
$23.1K
FHA
94
First Horizon Advisors
Tennessee
$17.5K
BTI
95
Blue Trust Inc
Georgia
$7K
CFD
96
Creative Financial Designs
Indiana
$6.08K -$19.4K -1,148 -76%
NFSG
97
Newbridge Financial Services Group
Florida
$5.61K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$5.25K
BWM
99
Baystate Wealth Management
Massachusetts
$4.71K +$4.72K +280 New
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$3.62K

SMB Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2023, worth a combined $165M — down 2.4% from $169M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMB and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $8.3M. The largest seller was Bank of America, cutting an estimated $4.23M.

  • 100 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2023, down from 102 in Q1 2023.
  • Funds reported $165M of VanEck Short Muni ETF stock for Q2 2023, down 2.4% quarter-over-quarter.
  • 10 funds opened new VanEck Short Muni ETF positions in Q2 2023 and 12 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2023 was Jane Street, an estimated $8.3M added.
  • The largest VanEck Short Muni ETF seller in Q2 2023 was Bank of America, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2023.