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VanEck Short Muni ETF
SMB

110 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

18.2% more ownership

Funds ownership: 78.98% → 97.19% (+18%)

17% more capital invested

Capital invested by funds: $163M → $192M (+$28.3M)

7% more funds holding

Funds holding: 103 → 110 (+7)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
37
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.94M
2
SWP
Stratos Wealth Partners
Ohio
+$2.8M
3
FTUS
Flow Traders U.S.
New York
+$2.26M
4
VC
Vicus Capital
Pennsylvania
+$2.14M
5
Jane Street
Jane Street
New York
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.22M
2
Morgan Stanley
Morgan Stanley
New York
-$2.3M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$1.97M
4
MFG
MidWestOne Financial Group
Iowa
-$821K
5
TIAM2
Tru Independence Asset Management 2
Oregon
-$603K
Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
101
Clean Yield Group
Vermont
$38K – – –
GI
102
GS Investments
Minnesota
$27K – – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$26K – – –
WTC
104
WhitTier Trust Company
Nevada
$19K +$19.1K +1,093 New
VNA
105
Valley National Advisers
Pennsylvania
$17K – – –
HWMA
106
Heritage Wealth Management (Arizona)
Arizona
$11K +$10.8K +615 New
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
HI
108
Hudock Inc
Pennsylvania
$2K +$2.05K +117 New
BlackRock
109
BlackRock
New York
$1K – – –
WIM
110
Westside Investment Management
California
$620 +$525K +30,010 +478%
RWA
111
Redhawk Wealth Advisors
Minnesota
– -$1.97M -109,767 Closed
VF
112
Vista Finance
Missouri
– -$585K -32,674 Closed
KCPG
113
Kavar Capital Partners Group
Kansas
– -$224K -12,500 Closed
CPFP
114
Clear Perspectives Financial Planning
Ohio
– -$162K -9,038 Closed
EC
115
Elequin Capital
New York
– -$132K -7,370 Closed
EFS
116
Econ Financial Services
Pennsylvania
– -$115K -6,405 Closed
HPC
117
HM Payson & Co
Maine
– -$70K -3,929 Closed
FCMA
118
Foresight Capital Management Advisors
Michigan
– -$65K -3,613 Closed
GWM
119
Geneos Wealth Management
Colorado
– -$61K -3,428 Closed
1 2 3 4
5

SMB Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2022, worth a combined $192M — up 17% from $163M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMB positions and 9 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.94M. The largest seller was Royal Bank of Canada, cutting an estimated $7.22M.

  • 110 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 19 funds opened new VanEck Short Muni ETF positions in Q1 2022 and 9 closed out, a net change of +10 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2022 was LPL Financial, an estimated $6.94M added.
  • The largest VanEck Short Muni ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $7.22M sold.

Based on aggregated 13F filings for Q1 2022.