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VanEck Short Muni ETF
SMB

83 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $186M → $192M (+$5.98M)

0.4% more ownership

Funds ownership: 72.67% → 73.07% (+0.4%)

7% less funds holding

Funds holding: 89 → 83 (-6)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
83
Holders Change
-6
Holders Change %
-6.74%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
25
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$2.78M
2
Ameriprise
Ameriprise
Minnesota
+$1.7M
3
LPL Financial
LPL Financial
California
+$1.4M
4
Wells Fargo
Wells Fargo
California
+$895K
5
MHS
M Holdings Securities
Oregon
+$715K

Top Sellers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
-$2.53M
2
Jane Street
Jane Street
New York
-$794K
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$782K
4
CFMC
Curbstone Financial Management Corp
New Hampshire
-$714K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
76
Principal Securities
Iowa
$49.5K +$32.6K +1,900 +197%
VWM
77
Valley Wealth Managers
New Jersey
$41.6K – – –
GRP
78
Global Retirement Partners
California
$41.2K – – –
CYG
79
Clean Yield Group
Vermont
$38.3K – – –
NFSG
80
Newbridge Financial Services Group
Florida
$5.76K – – –
MPWT
81
MassMutual Private Wealth & Trust
Connecticut
$5.58K -$782K -45,577 -99%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$5.39K – – –
CA
83
CoreCap Advisors
Michigan
$35 – – –
JCM
84
Janney Capital Management
Pennsylvania
– -$2.53M -148,792 Closed
CFMC
85
Curbstone Financial Management Corp
New Hampshire
– -$714K -42,000 Closed
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
– -$239K -14,070 Closed
SFC
87
Strategic Financial Concepts
Texas
– -$193K -11,341 Closed
WCM
88
WealthBridge Capital Management
Ohio
– -$191K -11,220 Closed
OFS
89
OneAscent Financial Services
Alabama
– -$189K -11,132 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$188K -11,066 Closed
FM
91
Foster & Motley
Ohio
– -$178K -10,448 Closed
NGA
92
Naples Global Advisors
Florida
– -$172K -10,100 Closed
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
– -$22.4K -1,315 Closed
1 2 3
4

SMB Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2024, worth a combined $192M — up 3.2% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SMB and 4 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Allworth Financial, adding an estimated $2.78M. The largest seller was Janney Capital Management, exiting entirely with an estimated $2.53M sold.

  • 83 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
  • 4 funds opened new VanEck Short Muni ETF positions in Q3 2024 and 10 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2024 was Allworth Financial, an estimated $2.78M added.
  • The largest VanEck Short Muni ETF seller in Q3 2024 was Janney Capital Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2024.