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VanEck Short Muni ETF

73 hedge funds and large institutions have $97.2M invested in VanEck Short Muni ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 7173 (+2)

1.53% more ownership

Funds ownership: 45.83%47.36% (+1.5%)

4% more capital invested

Capital invested by funds: $93.7M → $97.2M (+$3.48M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% 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
14
Increased
30
Reduced
16
Closed
11
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.7M -$39.4K -2,221 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$8.77M +$490K +27,619 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.09M +$225K +12,660 +4%
Wells Fargo
4
Wells Fargo
California
$5.75M +$23K +1,294 +0.4%
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.35M +$41.2K +2,319 +0.8%
CCM
6
Condor Capital Management
New Jersey
$4.6M -$17K -956 -0.4%
JCM
7
Janney Capital Management
Pennsylvania
$4.1M -$206K -11,627 -5%
RWA
8
Redhawk Wealth Advisors
Minnesota
$3.49M +$3.48M +196,065 New
LPL Financial
9
LPL Financial
California
$2.83M -$185K -10,439 -6%
Stifel Financial
10
Stifel Financial
Missouri
$2.74M -$43.6K -2,455 -2%
CCP
11
Cardan Capital Partners
Colorado
$2.21M +$91.3K +5,143 +4%
MWC
12
MBM Wealth Consultants
Missouri
$1.93M +$42.9K +2,414 +2%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$1.83M +$391K +22,030 +27%
RJA
14
Raymond James & Associates
Florida
$1.72M +$990K +55,768 +136%
MFG
15
MidWestOne Financial Group
Iowa
$1.69M -$255K -14,373 -13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.65M +$123K +6,906 +8%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$1.61M +$2.4K +135 +0.1%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$1.56M +$394K +22,200 +34%
USGIU
19
U.S. Global Investors (USGI)
Texas
$1.51M
SFS
20
Sowell Financial Services
Arkansas
$1.31M +$1.2M +67,653 +1,082%
Citadel Advisors
21
Citadel Advisors
Florida
$1.28M -$954K -53,706 -43%
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$1.26M
UBS Group
23
UBS Group
Switzerland
$1.14M +$222K +12,516 +24%
AG
24
Advisor Group
Arizona
$1.13M -$11.8K -666 -1%
Ameriprise
25
Ameriprise
Minnesota
$1.11M +$262K +14,760 +31%

SMB Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2019, worth a combined $97.2M — up 3.7% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMB positions and 11 closed out — a net gain of 3 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $3.48M. The largest seller was Jane Street, exiting entirely with an estimated $3.55M sold.

  • 73 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2019, up from 71 in Q3 2019.
  • Funds reported $97.2M of VanEck Short Muni ETF stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 14 funds opened new VanEck Short Muni ETF positions in Q4 2019 and 11 closed out, a net change of +3 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2019 was Redhawk Wealth Advisors, an estimated $3.48M added.
  • The largest VanEck Short Muni ETF seller in Q4 2019 was Jane Street, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2019.