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VanEck Short Muni ETF
SMB

95 hedge funds and large institutions have $144M invested in VanEck Short Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $108M → $144M (+$35.2M)

17.11% more ownership

Funds ownership: 52.72% → 69.83% (+17%)

9% more funds holding

Funds holding: 87 → 95 (+8)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
41
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.28M
2
Bank of America
Bank of America
North Carolina
+$2.82M
3
VC
Vicus Capital
Pennsylvania
+$2.64M
4
PI
PFS Investments
Georgia
+$2.48M
5
LPL Financial
LPL Financial
California
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
AWE
Avidian Wealth Enterprises
Texas
-$501K
2
AP
Advisors Preferred
Maryland
-$382K
3
UR
USCA RIA
Texas
-$272K
4
CCP
Cardan Capital Partners
Colorado
-$269K
5
KCPG
Kavar Capital Partners Group
Kansas
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
– -$183K -10,126 Closed
BEI
102
Benjamin Edwards Inc
Missouri
– -$96K -5,312 Closed
CFGS
103
Concourse Financial Group Securities
Alabama
– -$62.7K -3,468 Closed
CYG
104
Clean Yield Group
Vermont
– -$40K -2,216 Closed
TIAM2
105
Tru Independence Asset Management 2
Oregon
– -$26K -1,440 Closed
SWM
106
Sugarloaf Wealth Management
Georgia
– -$18K -1,020 Closed
1 2 3 4
5

SMB Hedge Fund Activity: Q1 2021 in Review

95 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2021, worth a combined $144M — up 32% from $108M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMB positions and 11 closed out — a net gain of 10 holders — while 41 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.28M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $501K sold.

  • 95 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2021, up from 87 in Q4 2020.
  • Funds reported $144M of VanEck Short Muni ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 21 funds opened new VanEck Short Muni ETF positions in Q1 2021 and 11 closed out, a net change of +10 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $3.28M added.
  • The largest VanEck Short Muni ETF seller in Q1 2021 was Avidian Wealth Enterprises, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2021.