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VanEck Short Muni ETF
SMB

94 hedge funds and large institutions have $167M invested in VanEck Short Muni ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $165M → $167M (+$2.78M)

6% less funds holding

Funds holding: 100 → 94 (-6)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

16.66% less ownership

Funds ownership: 84.66% → 68% (-17%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$9.14M
2
AF
Allworth Financial
California
+$5.19M
3
MHS
M Holdings Securities
Oregon
+$2.95M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
5
Ameriprise
Ameriprise
Minnesota
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.84M
2
1WM
1900 Wealth Management
Texas
-$1.58M
3
VC
Vicus Capital
Pennsylvania
-$1.24M
4
UBS Group
UBS Group
Switzerland
-$1.12M
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$899K
Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
76
Great Diamond Partners
Maine
$167K +$168K +10,000 New
VCM
77
Versant Capital Management
Arizona
$111K – – –
FFA
78
Farther Finance Advisors
California
$100K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$96K – – –
AA
80
Ancora Advisors
Ohio
$77K -$11.7K -699 -13%
PTC
81
Private Trust Company
Ohio
$75.1K -$73.5K -4,378 -49%
GRP
82
Global Retirement Partners
California
$72.2K +$32.9K +1,962 +82%
HI
83
Harbour Investments
Wisconsin
$70.4K -$39.7K -2,367 -36%
AF
84
Advisornet Financial
Minnesota
$69.8K – – –
VWM
85
Valley Wealth Managers
New Jersey
$40.2K – – –
CYG
86
Clean Yield Group
Vermont
$37.1K – – –
CIAS
87
Capital Investment Advisory Services
North Carolina
$35.6K – – –
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$30.4K – – –
BTI
89
Blue Trust Inc
Georgia
$7K – – –
CFD
90
Creative Financial Designs
Indiana
$6.03K – – –
NFSG
91
Newbridge Financial Services Group
Florida
$5.56K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$5.22K +$17 +1 +0.3%
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$3.59K – – –
AWM
94
Atticus Wealth Management
Florida
$885 +$890 +53 New
Jane Street
95
Jane Street
New York
– -$9.84M -584,461 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– -$596K -35,421 Closed
DC
97
Davenport & Co
Virginia
– -$353K -20,972 Closed
Mariner
98
Mariner
Kansas
– -$345K -20,517 Closed
FTUS
99
Flow Traders U.S.
New York
– -$309K -18,344 Closed
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
– -$294K -17,436 Closed
1 2 3
4
5

SMB Hedge Fund Activity: Q3 2023 in Review

94 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2023, worth a combined $167M — up 1.7% from $165M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SMB and 7 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 29 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.14M. The largest seller was Jane Street, exiting entirely with an estimated $9.84M sold.

  • 94 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2023, down from 100 in Q2 2023.
  • Funds reported $167M of VanEck Short Muni ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 7 funds opened new VanEck Short Muni ETF positions in Q3 2023 and 13 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $9.14M added.
  • The largest VanEck Short Muni ETF seller in Q3 2023 was Jane Street, an estimated $9.84M sold.

Based on aggregated 13F filings for Q3 2023.