We are live on ! Find out more
SMB icon

VanEck Short Muni ETF

58 hedge funds and large institutions have $125M invested in VanEck Short Muni ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

14% more funds holding

Funds holding: 5158 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $130M → $125M (-$4.93M)

1.74% less ownership

Funds ownership: 49.18%47.44% (-1.7%)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
11
Reduced
21
Closed
3
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
$21.3M -$898K -51,642 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.4M -$6.29M -361,644 -27%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M -$553K -31,799 -4%
B
4
Bailard
California
$11.9M +$207K +11,890 +2%
UBS Group
5
UBS Group
Switzerland
$8.63M -$4.85M -278,842 -36%
Wells Fargo
6
Wells Fargo
California
$8.13M -$30.7K -1,767 -0.4%
EWMCB
7
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.89M +$473K +27,180 +11%
GWM
8
Geneos Wealth Management
Colorado
$4.24M +$4.23M +242,917 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.46M +$3.19M +183,586 +1,254%
KIM
10
Karpus Investment Management
New York
$2.69M
MMA
11
Miracle Mile Advisors
California
$2.62M -$595K -34,197 -19%
CCP
12
Cardan Capital Partners
Colorado
$2.62M +$130K +7,476 +5%
FIM
13
Freedom Investment Management
Connecticut
$2.57M -$43K -2,470 -2%
Stifel Financial
14
Stifel Financial
Missouri
$2.17M -$32.5K -1,866 -1%
RJA
15
Raymond James & Associates
Florida
$1.91M -$409K -23,490 -18%
Jane Street
16
Jane Street
New York
$1.85M +$1.85M +106,233 New
Ameriprise
17
Ameriprise
Minnesota
$1.66M -$338K -19,410 -17%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$1.58M -$76.3K -4,388 -5%
CPO
19
Cerity Partners OCIO
New York
$1.56M +$729K +41,875 +88%
MG
20
Mather Group
Illinois
$1.54M -$40.9K -2,353 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.47M -$7.39K -425 -0.5%
BC
22
Bartlett & Co
Ohio
$904K +$14.4K +830 +2%
LPL Financial
23
LPL Financial
California
$879K -$3.32K -191 -0.4%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$576K
AA
25
Ancora Advisors
Ohio
$540K -$11.2K -646 -2%

SMB Hedge Fund Activity: Q1 2017 in Review

58 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2017, worth a combined $125M — down 3.8% from $130M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMB positions and 3 closed out — a net gain of 9 holders — while 11 added to existing stakes and 21 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $4.23M. The largest seller was Royal Bank of Canada, cutting an estimated $6.29M.

  • 58 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2017, up from 51 in Q4 2016.
  • Funds reported $125M of VanEck Short Muni ETF stock for Q1 2017, down 3.8% quarter-over-quarter.
  • 12 funds opened new VanEck Short Muni ETF positions in Q1 2017 and 3 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2017 was Geneos Wealth Management, an estimated $4.23M added.
  • The largest VanEck Short Muni ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $6.29M sold.

Based on aggregated 13F filings for Q1 2017.