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VanEck Short Muni ETF
SMB

109 hedge funds and large institutions have $231M invested in VanEck Short Muni ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

7% more funds holding

Funds holding: 102 → 109 (+7)

9.66% less ownership

Funds ownership: 130.96% → 121.3% (-9.7%)

10% less capital invested

Capital invested by funds: $257M → $231M (-$26M)

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
24
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11M
2
Wells Fargo
Wells Fargo
California
+$1.45M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.34M
4
AF
Allworth Financial
California
+$1.33M
5
WJA
Willis Johnson & Associates
Texas
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18.6M
2
Morgan Stanley
Morgan Stanley
New York
-$2.9M
3
LI
LMCG Investments
Massachusetts
-$2.78M
4
MHS
M Holdings Securities
Oregon
-$2.3M
5
RWB
RMR Wealth Builders
New Jersey
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
101
Newbridge Financial Services Group
Florida
$6K +$5.65K +333 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$5K -$17 -1 -0.3%
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
WIM
104
Westside Investment Management
California
$1.1K +$170K +10,022 +18%
BlackRock
105
BlackRock
New York
$1K – – –
TFA
106
Transamerica Financial Advisors
Florida
$1K – – –
JP Morgan Chase
107
JP Morgan Chase
New York
$1K +$577 +34 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$59 – – –
RWB
109
RMR Wealth Builders
New Jersey
– -$1.43M -83,742 Closed
SWP
110
Stratos Wealth Partners
Ohio
– -$942K -55,115 Closed
AP
111
Advisors Preferred
Maryland
– -$926K -54,150 Closed
OCM
112
One Capital Management
California
– -$855K -50,000 Closed
BG
113
Benedetti & Gucer
Georgia
– -$409K -23,916 Closed
RA
114
RFG Advisory
Alabama
– -$225K -13,150 Closed
KCPG
115
Kavar Capital Partners Group
Kansas
– -$214K -12,500 Closed
CC
116
Cypress Capital
Tennessee
– -$193K -11,313 Closed
GI
117
GS Investments
Minnesota
– -$27K -1,600 Closed
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
– -$26K -1,500 Closed
First Manhattan
119
First Manhattan
New York
– -$9.4K -554 -100%
1 2 3 4
5

SMB Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2022, worth a combined $231M — down 10% from $257M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMB positions and 10 closed out — a net gain of 9 holders — while 24 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $11M. The largest seller was Jane Street, cutting an estimated $18.6M.

  • 109 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2022, up from 102 in Q2 2022.
  • Funds reported $231M of VanEck Short Muni ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 19 funds opened new VanEck Short Muni ETF positions in Q3 2022 and 10 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2022 was Bank of America, an estimated $11M added.
  • The largest VanEck Short Muni ETF seller in Q3 2022 was Jane Street, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2022.