We are live on ! Find out more
SMB icon

VanEck Short Muni ETF
SMB

89 hedge funds and large institutions have $186M invested in VanEck Short Muni ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $189M → $186M (-$3.09M)

3% less funds holding

Funds holding: 92 → 89 (-3)

3.69% less ownership

Funds ownership: 76.36% → 72.67% (-3.7%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
27
Reduced
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.2M
2
AF
Allworth Financial
California
+$3.96M
3
DPI
Diversified Portfolios Inc
Michigan
+$1.58M
4
Cerity Partners
Cerity Partners
New York
+$995K
5
SEI Investments
SEI Investments
Pennsylvania
+$626K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$22M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.81M
3
FTUS
Flow Traders U.S.
New York
-$1.41M
4
Ameriprise
Ameriprise
Minnesota
-$915K
5
Stifel Financial
Stifel Financial
Missouri
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
76
Farther Finance Advisors
California
$102K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$97.8K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
HI
79
Harbour Investments
Wisconsin
$74.5K +$2.22K +131 +3%
AA
80
Ancora Advisors
Ohio
$73.3K -$2.37K -140 -3%
ACA
81
Aptus Capital Advisors
Alabama
$52.2K – – –
VWM
82
Valley Wealth Managers
New Jersey
$40.9K – – –
GRP
83
Global Retirement Partners
California
$40.5K – – –
CYG
84
Clean Yield Group
Vermont
$37.7K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$22.4K -$4.81M -283,857 -100%
PS
86
Principal Securities
Iowa
$16.4K – – –
NFSG
87
Newbridge Financial Services Group
Florida
$5.66K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$5.3K – – –
CA
89
CoreCap Advisors
Michigan
$34 – – –
FTUS
90
Flow Traders U.S.
New York
– -$1.41M -82,924 Closed
EGA
91
Eagle Global Advisors
Texas
– -$477K -28,000 Closed
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
– -$97.8K -5,765 Closed
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
– -$15.4K -906 Closed
AssetMark Inc
94
AssetMark Inc
California
– -$1.34K -79 Closed
1 2 3
4

SMB Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2024, worth a combined $186M — down 1.6% from $189M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SMB and 3 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $20.2M. The largest seller was Jane Street, cutting an estimated $22M.

  • 89 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2024, down from 92 in Q1 2024.
  • Funds reported $186M of VanEck Short Muni ETF stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 3 funds opened new VanEck Short Muni ETF positions in Q2 2024 and 5 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2024 was Bank of America, an estimated $20.2M added.
  • The largest VanEck Short Muni ETF seller in Q2 2024 was Jane Street, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2024.