We are live on ! Find out more
SMB icon

VanEck Short Muni ETF

87 hedge funds and large institutions have $104M invested in VanEck Short Muni ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

6% more funds holding

Funds holding: 8287 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 50.12%49.88% (-0.24%)

0% less capital invested

Capital invested by funds: $104M → $104M (-$267K)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
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
$13M +$2.13M +117,844 +20%
Morgan Stanley
2
Morgan Stanley
New York
$7.7M +$371K +20,581 +5%
Wells Fargo
3
Wells Fargo
California
$5.77M +$314K +17,402 +6%
LPL Financial
4
LPL Financial
California
$5.51M +$2.14M +118,340 +63%
Stifel Financial
5
Stifel Financial
Missouri
$5.22M -$234K -12,980 -4%
EWMCB
6
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.87M +$111K +6,142 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.76M -$560K -31,040 -11%
CCM
8
Condor Capital Management
New Jersey
$4.64M -$45.7K -2,532 -1%
Ameriprise
9
Ameriprise
Minnesota
$4.03M +$737K +40,820 +22%
JCM
10
Janney Capital Management
Pennsylvania
$3.46M -$55.8K -3,089 -2%
MWC
11
MBM Wealth Consultants
Missouri
$2.48M +$27.9K +1,544 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.86M +$66.5K +3,686 +4%
RWA
13
Redhawk Wealth Advisors
Minnesota
$1.79M -$2.45M -135,474 -58%
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$1.78M +$199K +11,000 +13%
CCP
15
Cardan Capital Partners
Colorado
$1.75M -$377K -20,898 -18%
MFG
16
MidWestOne Financial Group
Iowa
$1.64M +$1.64M +90,854 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.59M +$139K +7,679 +10%
USGIU
18
U.S. Global Investors (USGI)
Texas
$1.53M
BCWM
19
Bartlett & Co Wealth Management
Ohio
$1.46M +$24K +1,330 +2%
BC
20
Bartlett & Co
Ohio
$1.46M +$24K +1,330 +2%
CPO
21
Cerity Partners OCIO
New York
$1.41M +$88.3K +4,893 +7%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$1.4M +$44.9K +2,490 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.37M -$18.9K -1,048 -1%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$1.28M
Jane Street
25
Jane Street
New York
$1.28M -$4.34M -240,731 -77%

SMB Hedge Fund Activity: Q3 2020 in Review

87 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2020, worth a combined $104M — down 0.26% from $104M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMB positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.14M. The largest seller was Jane Street, cutting an estimated $4.34M.

  • 87 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2020, up from 82 in Q2 2020.
  • Funds reported $104M of VanEck Short Muni ETF stock for Q3 2020, down 0.26% quarter-over-quarter.
  • 12 funds opened new VanEck Short Muni ETF positions in Q3 2020 and 7 closed out, a net change of +5 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2020 was LPL Financial, an estimated $2.14M added.
  • The largest VanEck Short Muni ETF seller in Q3 2020 was Jane Street, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2020.