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VanEck Short Muni ETF

91 hedge funds and large institutions have $208M invested in VanEck Short Muni ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

10% more funds holding

Funds holding: 8391 (+8)

8% more capital invested

Capital invested by funds: $192M → $208M (+$16M)

3.19% more ownership

Funds ownership: 73.07%76.26% (+3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
30
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$52.5K
PS
77
Principal Securities
Iowa
$48.9K
PFT
78
Providence First Trust
Arizona
$48.3K +$48.6K +2,828 New
VWM
79
Valley Wealth Managers
New Jersey
$41.1K
GRP
80
Global Retirement Partners
California
$40.8K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$38.7K +$38.9K +2,262 New
CYG
82
Clean Yield Group
Vermont
$37.9K
WA
83
WPG Advisers
Maryland
$37.5K +$37.7K +2,197 New
AWM
84
Avior Wealth Management
Nebraska
$16.1K +$16.1K +940 New
NFSG
85
Newbridge Financial Services Group
Florida
$5.69K
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$5.52K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$5.33K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$4.34K -$94.4K -5,496 -96%
AWM
89
AE Wealth Management
Kansas
$1.35K +$1.36K +79 New
MCM
90
MAI Capital Management
Ohio
$86 +$86 +5 New
CA
91
CoreCap Advisors
Michigan
$34
MWC
92
MBM Wealth Consultants
Missouri
-$557K -32,225 Closed
Principal Financial Group
93
Principal Financial Group
Iowa
-$464K -26,851 Closed
OMC
94
Old Mission Capital
Illinois
-$429K -24,831 Closed
WIA
95
World Investment Advisors
California
-$257K -14,855 Closed
KCPG
96
Kavar Capital Partners Group
Kansas
-$216K -12,500 Closed
Jane Street
97
Jane Street
New York
-$215K -12,433 Closed

SMB Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2024, worth a combined $208M — up 8.3% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SMB positions and 6 closed out — a net gain of 11 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Allworth Financial, adding an estimated $6.46M. The largest seller was LPL Financial, cutting an estimated $1.67M.

  • 91 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $208M of VanEck Short Muni ETF stock for Q4 2024, up 8.3% quarter-over-quarter.
  • 17 funds opened new VanEck Short Muni ETF positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2024 was Allworth Financial, an estimated $6.46M added.
  • The largest VanEck Short Muni ETF seller in Q4 2024 was LPL Financial, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2024.