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VanEck Short Muni ETF

76 hedge funds and large institutions have $97.4M invested in VanEck Short Muni ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

10% more funds holding

Funds holding: 6976 (+7)

3% more capital invested

Capital invested by funds: $94.9M → $97.4M (+$2.44M)

0.51% more ownership

Funds ownership: 47.5%48.01% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
19
Reduced
22
Closed
7
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
$15.1M -$1.77M -101,540 -11%
Wells Fargo
2
Wells Fargo
California
$8.49M +$2.21M +127,035 +36%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.12M -$1.98M -113,611 -20%
Morgan Stanley
4
Morgan Stanley
New York
$6.26M +$1.16M +66,800 +23%
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.79M +$56.8K +3,258 +1%
JCM
6
Janney Capital Management
Pennsylvania
$4.74M -$453K -25,977 -9%
CCM
7
Condor Capital Management
New Jersey
$4.37M +$35.3K +2,027 +0.8%
Stifel Financial
8
Stifel Financial
Missouri
$2.63M +$599K +34,330 +30%
RWA
9
Redhawk Wealth Advisors
Minnesota
$2.36M +$2.35M +134,547 New
CCP
10
Cardan Capital Partners
Colorado
$2.19M -$148K -8,482 -6%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$2.05M -$168K -9,644 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.02M +$195K +11,181 +11%
AB
13
AT Bancorp
Iowa
$1.92M -$200K -11,467 -9%
LPL Financial
14
LPL Financial
California
$1.82M +$16.9K +967 +0.9%
Ameriprise
15
Ameriprise
Minnesota
$1.79M -$528K -30,262 -23%
MWC
16
MBM Wealth Consultants
Missouri
$1.74M +$207K +11,888 +14%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$1.67M +$7.24K +415 +0.4%
BC
18
Bartlett & Co
Ohio
$1.67M +$7.24K +415 +0.4%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$1.38M
Jane Street
20
Jane Street
New York
$1.31M -$3.05M -174,674 -70%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$1.25M
UBS Group
22
UBS Group
Switzerland
$1.15M -$114K -6,541 -9%
KIM
23
Karpus Investment Management
New York
$1.05M
RCAG
24
Rehmann Capital Advisory Group
Michigan
$1.04M +$1.03M +59,043 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.01M +$505K +28,992 +101%

SMB Hedge Fund Activity: Q1 2019 in Review

76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2019, worth a combined $97.4M — up 2.6% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMB positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $2.35M. The largest seller was Jane Street, cutting an estimated $3.05M.

  • 76 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2019, up from 69 in Q4 2018.
  • Funds reported $97.4M of VanEck Short Muni ETF stock for Q1 2019, up 2.6% quarter-over-quarter.
  • 16 funds opened new VanEck Short Muni ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2019 was Redhawk Wealth Advisors, an estimated $2.35M added.
  • The largest VanEck Short Muni ETF seller in Q1 2019 was Jane Street, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2019.