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VanEck Short Muni ETF
SMB

92 hedge funds and large institutions have $189M invested in VanEck Short Muni ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% more ownership

Funds ownership: 73.57% → 76.36% (+2.8%)

2% less capital invested

Capital invested by funds: $192M → $189M (-$3.24M)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

3% less funds holding

Funds holding: 95 → 92 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.86M
3
PCG
Prosperity Consulting Group
Maryland
+$4.03M
4
AF
Allworth Financial
California
+$2.29M
5
DL
DOHJ LLC
Washington
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$5.83M
2
Morgan Stanley
Morgan Stanley
New York
-$5.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.98M
4
FTUS
Flow Traders U.S.
New York
-$2.28M
5
Bank of America
Bank of America
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
76
Versant Capital Management
Arizona
$114K – – –
FFA
77
Farther Finance Advisors
California
$102K – – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$97.9K – – –
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$97.8K +$98.3K +5,765 New
AA
80
Ancora Advisors
Ohio
$75.8K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
HI
82
Harbour Investments
Wisconsin
$72.4K +$290 +17 +0.4%
ACA
83
Aptus Capital Advisors
Alabama
$52.3K – – –
VWM
84
Valley Wealth Managers
New Jersey
$41K – – –
GRP
85
Global Retirement Partners
California
$40.6K -$23.2K -1,362 -36%
CYG
86
Clean Yield Group
Vermont
$37.7K – – –
PS
87
Principal Securities
Iowa
$16.4K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$15.4K +$15.4K +906 New
NFSG
89
Newbridge Financial Services Group
Florida
$5.67K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$5.31K – – –
AssetMark Inc
91
AssetMark Inc
California
$1.34K +$1.35K +79 New
CA
92
CoreCap Advisors
Michigan
$34 +$34 +2 New
Citadel Advisors
93
Citadel Advisors
Florida
– -$961K -56,211 Closed
QWP
94
Quotient Wealth Partners
Texas
– -$443K -25,920 Closed
AWM
95
AE Wealth Management
Kansas
– -$309K -18,141 Closed
AAS
96
Avantax Advisory Services
Texas
– -$296K -17,302 Closed
JGCM
97
Joseph Group Capital Management
Ohio
– -$244K -14,300 Closed
BTIM
98
BancFirst Trust & Investment Management
Oklahoma
– -$225K -13,210 Closed
CIAS
99
Capital Investment Advisory Services
North Carolina
– -$31.4K -1,836 Closed
BTI
100
Blue Trust Inc
Georgia
– -$7K -404 Closed
1 2 3
4
5

SMB Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2024, worth a combined $189M — down 1.7% from $192M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMB and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $13.8M. The largest seller was Cerity Partners, cutting an estimated $5.83M.

  • 92 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $189M of VanEck Short Muni ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest VanEck Short Muni ETF buyer in Q1 2024 was Jane Street, an estimated $13.8M added.
  • The largest VanEck Short Muni ETF seller in Q1 2024 was Cerity Partners, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2024.