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VanEck Short Muni ETF

82 hedge funds and large institutions have $104M invested in VanEck Short Muni ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

4% more funds holding

Funds holding: 7982 (+3)

2% more capital invested

Capital invested by funds: $102M → $104M (+$2.28M)

0.68% less ownership

Funds ownership: 50.79%50.12% (-0.68%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
20
Closed
6
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
$10.9M -$3.1M -174,294 -22%
Morgan Stanley
2
Morgan Stanley
New York
$7.32M -$99.4K -5,598 -1%
Jane Street
3
Jane Street
New York
$5.61M +$405K +22,818 +8%
Stifel Financial
4
Stifel Financial
Missouri
$5.45M +$1.91M +107,292 +55%
Wells Fargo
5
Wells Fargo
California
$5.45M +$204K +11,458 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.31M -$995K -55,992 -16%
EWMCB
7
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.75M +$1.96M +110,129 +72%
CCM
8
Condor Capital Management
New Jersey
$4.67M -$28.7K -1,615 -0.6%
RWA
9
Redhawk Wealth Advisors
Minnesota
$4.22M -$322K -18,126 -7%
JCM
10
Janney Capital Management
Pennsylvania
$3.51M -$385K -21,701 -10%
LPL Financial
11
LPL Financial
California
$3.37M +$429K +24,141 +15%
Ameriprise
12
Ameriprise
Minnesota
$3.29M +$1.47M +82,544 +83%
Citadel Advisors
13
Citadel Advisors
Florida
$3.03M +$1.81M +101,808 +153%
MWC
14
MBM Wealth Consultants
Missouri
$2.45M -$115K -6,489 -5%
CCP
15
Cardan Capital Partners
Colorado
$2.12M -$11.4K -640 -0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.79M -$183K -10,307 -9%
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$1.58M
USGIU
18
U.S. Global Investors (USGI)
Texas
$1.53M
Osaic Holdings
19
Osaic Holdings
Arizona
$1.45M +$38.8K +2,182 +3%
BCWM
20
Bartlett & Co Wealth Management
Ohio
$1.43M -$144K -8,085 -9%
BC
21
Bartlett & Co
Ohio
$1.43M -$144K -8,085 -9%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.39M +$388K +21,838 +40%
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$1.37M -$441K -24,811 -25%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$1.35M -$48.3K -2,717 -3%
CPO
25
Cerity Partners OCIO
New York
$1.32M +$5.38K +303 +0.4%

SMB Hedge Fund Activity: Q2 2020 in Review

82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2020, worth a combined $104M — up 2.2% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMB positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was EisnerAmper Wealth Management Corporate Benefits, adding an estimated $1.96M. The largest seller was Bank of America, cutting an estimated $3.1M.

  • 82 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $104M of VanEck Short Muni ETF stock for Q2 2020, up 2.2% quarter-over-quarter.
  • 9 funds opened new VanEck Short Muni ETF positions in Q2 2020 and 6 closed out, a net change of +3 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2020 was EisnerAmper Wealth Management Corporate Benefits, an estimated $1.96M added.
  • The largest VanEck Short Muni ETF seller in Q2 2020 was Bank of America, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2020.