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VanEck Short Muni ETF

51 hedge funds and large institutions have $88.7M invested in VanEck Short Muni ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $77.5M → $88.7M (+$11.2M)

6% more funds holding

Funds holding: 4851 (+3)

2.77% more ownership

Funds ownership: 29.98%32.74% (+2.8%)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
20
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.9M -$180K -10,221 -1%
UBS Group
2
UBS Group
Switzerland
$12.2M +$12.3M +695,845 New
Morgan Stanley
3
Morgan Stanley
New York
$9.74M -$851K -48,277 -8%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$9.04M -$675K -38,308 -7%
MMA
5
Miracle Mile Advisors
California
$4.61M +$4.63M +262,871 New
EWMCB
6
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.56M +$4.58M +259,808 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.75M +$3.77M +214,066 New
CS
8
Credit Suisse
Switzerland
$3.61M +$287K +16,313 +9%
Wells Fargo
9
Wells Fargo
California
$3.15M +$216K +12,265 +7%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$2.28M +$687K +39,000 +43%
Stifel Financial
11
Stifel Financial
Missouri
$1.82M +$8.9K +505 +0.5%
IPC
12
Independent Portfolio Consultants
Florida
$1.73M -$7.31K -415 -0.4%
AP
13
Advisors Preferred
Maryland
$1.67M +$1.68M +95,200 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.51M +$1.12M +63,498 +282%
FIM
15
Freedom Investment Management
Connecticut
$1.25M -$18.8K -1,065 -1%
MFS
16
MSI Financial Services
Massachusetts
$1.1M -$49.6K -2,813 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.01M +$86.8K +4,926 +9%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$985K +$48.9K +2,777 +5%
CPO
19
Cerity Partners OCIO
New York
$801K +$599 +34 +0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$691K -$354K -20,072 -34%
B
21
Baird
Wisconsin
$669K +$1.99K +113 +0.3%
Comerica Bank
22
Comerica Bank
Texas
$640K +$321K +18,200 +100%
LPL Financial
23
LPL Financial
California
$634K +$120K +6,821 +23%
FPFS
24
First Personal Financial Services
North Carolina
$584K +$587K +33,307 New
Ameriprise
25
Ameriprise
Minnesota
$538K +$200K +11,333 +59%

SMB Hedge Fund Activity: Q4 2014 in Review

51 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2014, worth a combined $88.7M — up 14% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMB positions and 9 closed out — a net gain of 4 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $4.63M. The largest seller was MassMutual Private Wealth & Trust, exiting entirely with an estimated $2.06M sold.

  • 51 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2014, up from 48 in Q3 2014.
  • Funds reported $88.7M of VanEck Short Muni ETF stock for Q4 2014, up 14% quarter-over-quarter.
  • 13 funds opened new VanEck Short Muni ETF positions in Q4 2014 and 9 closed out, a net change of +4 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2014 was Miracle Mile Advisors, an estimated $4.63M added.
  • The largest VanEck Short Muni ETF seller in Q4 2014 was MassMutual Private Wealth & Trust, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2014.