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VanEck Short Muni ETF

95 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $167M → $192M (+$25M)

5.57% more ownership

Funds ownership: 68%73.57% (+5.6%)

1% more funds holding

Funds holding: 9495 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
76
Strategic Financial Concepts
Texas
$188K -$29.8K -1,768 -14%
FM
77
Foster & Motley
Ohio
$184K +$181K +10,755 New
NGA
78
Naples Global Advisors
Florida
$181K -$6.75K -400 -4%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$168K +$166K +9,828 New
VCM
80
Versant Capital Management
Arizona
$114K +$219 +13 +0.2%
FFA
81
Farther Finance Advisors
California
$103K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$98.3K
AA
83
Ancora Advisors
Ohio
$76.1K -$2.7K -160 -3%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$75K +$73.9K +4,384 New
HI
85
Harbour Investments
Wisconsin
$72.4K +$253 +15 +0.4%
GRP
86
Global Retirement Partners
California
$64K -$10.1K -600 -14%
ACA
87
Aptus Capital Advisors
Alabama
$52.5K +$51.8K +3,073 New
VWM
88
Valley Wealth Managers
New Jersey
$41.1K
CYG
89
Clean Yield Group
Vermont
$37.9K
CIAS
90
Capital Investment Advisory Services
North Carolina
$31.4K -$5.06K -300 -14%
PS
91
Principal Securities
Iowa
$16.5K +$16.3K +964 New
BTI
92
Blue Trust Inc
Georgia
$7K
CFD
93
Creative Financial Designs
Indiana
$6.17K
NFSG
94
Newbridge Financial Services Group
Florida
$5.69K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$5.33K -$17 -1 -0.3%
HIF
96
Hill Island Financial
Michigan
-$606K -36,335 Closed
PSFG
97
Prairie Sky Financial Group
Illinois
-$334K -20,000 Closed
OIA
98
OneDigital Investment Advisors
Kansas
-$215K -12,872 Closed
1WM
99
1900 Wealth Management
Texas
-$213K -12,741 Closed
KCPG
100
Kavar Capital Partners Group
Kansas
-$209K -12,500 Closed

SMB Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2023, worth a combined $192M — up 15% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMB positions and 13 closed out — a net gain of 1 holder — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $9.27M. The largest seller was Susquehanna International Group, cutting an estimated $4.42M.

  • 95 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2023, up from 94 in Q3 2023.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 14 funds opened new VanEck Short Muni ETF positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest VanEck Short Muni ETF buyer in Q4 2023 was Jane Street, an estimated $9.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2023 was Susquehanna International Group, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2023.