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VanEck Short Muni ETF
SMB

87 hedge funds and large institutions have $108M invested in VanEck Short Muni ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

2.84% more ownership

Funds ownership: 49.88% → 52.72% (+2.8%)

4% more capital invested

Capital invested by funds: $104M → $108M (+$4.54M)

0% more funds holding

Funds holding: 87 → 87 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
35
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.27M
2
LPL Financial
LPL Financial
California
+$918K
3
IWC
Integrated Wealth Concepts
Massachusetts
+$864K
4
Morgan Stanley
Morgan Stanley
New York
+$776K
5
BC
Bartlett & Co
Ohio
+$763K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$1.37M
2
Jane Street
Jane Street
New York
-$1.28M
3
MFG
MidWestOne Financial Group
Iowa
-$571K
4
BRWM
B. Riley Wealth Management
Tennessee
-$480K
5
CCP
Cardan Capital Partners
Colorado
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.3M +$2.27M +125,486 +17%
Morgan Stanley
2
Morgan Stanley
New York
$8.51M +$776K +42,979 +10%
Wells Fargo
3
Wells Fargo
California
$6.53M +$736K +40,755 +13%
LPL Financial
4
LPL Financial
California
$6.45M +$918K +50,839 +17%
Stifel Financial
5
Stifel Financial
Missouri
$5.23M -$11.1K -613 -0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.97M +$190K +10,498 +4%
EWMCB
7
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.93M +$50.9K +2,816 +1%
CCM
8
Condor Capital Management
New Jersey
$4.78M +$131K +7,232 +3%
Ameriprise
9
Ameriprise
Minnesota
$4.39M +$351K +19,456 +9%
JCM
10
Janney Capital Management
Pennsylvania
$3.27M -$205K -11,337 -6%
MWC
11
MBM Wealth Consultants
Missouri
$2.72M +$235K +13,002 +9%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$2.23M +$763K +42,220 +52%
BC
13
Bartlett & Co
Ohio
$2.23M +$763K +42,220 +52%
RWA
14
Redhawk Wealth Advisors
Minnesota
$2.02M +$219K +12,130 +12%
TNBTD
15
Trustmark National Bank Trust Department
Mississippi
$1.78M – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.69M -$173K -9,600 -9%
USGIU
17
U.S. Global Investors (USGI)
Texas
$1.54M – – –
UBS Group
18
UBS Group
Switzerland
$1.43M +$257K +14,228 +22%
CCP
19
Cardan Capital Partners
Colorado
$1.39M -$365K -20,219 -21%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$1.36M -$40.4K -2,236 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.29M -$304K -16,852 -19%
HCM
22
Howard Capital Management
Georgia
$1.29M +$418K +23,140 +48%
CFMC
23
Curbstone Financial Management Corp
New Hampshire
$1.29M – – –
CPO
24
Cerity Partners OCIO
New York
$1.14M -$273K -15,094 -19%
AP
25
Advisors Preferred
Maryland
$1.09M -$67.9K -3,760 -6%
1
2 3 4

SMB Hedge Fund Activity: Q4 2020 in Review

87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2020, worth a combined $108M — up 4.4% from $104M a quarter earlier.

Fund positioning in SMB was balanced in Q4 2020: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $2.27M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.37M sold.

  • 87 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $108M of VanEck Short Muni ETF stock for Q4 2020, up 4.4% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q4 2020 and 8 closed out, a net change of 0 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2020 was Bank of America, an estimated $2.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2020 was HighTower Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.