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VanEck Short Muni ETF

95 hedge funds and large institutions have $144M invested in VanEck Short Muni ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $108M → $144M (+$35.2M)

17.11% more ownership

Funds ownership: 52.72%69.83% (+17%)

9% more funds holding

Funds holding: 8795 (+8)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
9
Closed
11
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
$18.1M +$2.82M +155,757 +18%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M +$2.01M +110,990 +24%
LPL Financial
3
LPL Financial
California
$8.85M +$2.44M +134,838 +38%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.21M +$3.28M +181,334 +66%
Wells Fargo
5
Wells Fargo
California
$7.82M +$1.32M +73,071 +20%
Stifel Financial
6
Stifel Financial
Missouri
$7.08M +$1.87M +103,667 +36%
Ameriprise
7
Ameriprise
Minnesota
$5.63M +$1.26M +69,779 +29%
CCM
8
Condor Capital Management
New Jersey
$4.99M +$233K +12,873 +5%
EWMCB
9
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.9M -$12.1K -667 -0.2%
JCM
10
Janney Capital Management
Pennsylvania
$3.64M +$388K +21,470 +12%
BC
11
Bartlett & Co
Ohio
$3.63M +$1.42M +78,351 +64%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$3.63M +$1.42M +78,351 +64%
VC
13
Vicus Capital
Pennsylvania
$3.58M +$2.64M +145,860 +277%
MWC
14
MBM Wealth Consultants
Missouri
$2.88M +$167K +9,213 +6%
PI
15
PFS Investments
Georgia
$2.47M +$2.48M +137,133 New
UBS Group
16
UBS Group
Switzerland
$2.37M +$943K +52,152 +66%
Jane Street
17
Jane Street
New York
$2.16M +$2.17M +119,989 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.08M +$395K +21,838 +23%
RWA
19
Redhawk Wealth Advisors
Minnesota
$2.01M
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$1.88M +$871K +48,152 +86%
TNBTD
21
Trustmark National Bank Trust Department
Mississippi
$1.78M
RCAG
22
Rehmann Capital Advisory Group
Michigan
$1.65M +$293K +16,202 +22%
MFG
23
MidWestOne Financial Group
Iowa
$1.63M +$561K +31,001 +52%
USGIU
24
U.S. Global Investors (USGI)
Texas
$1.53M
FIM
25
Freedom Investment Management
Connecticut
$1.43M +$1.44M +79,497 New

SMB Hedge Fund Activity: Q1 2021 in Review

95 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2021, worth a combined $144M — up 32% from $108M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMB positions and 11 closed out — a net gain of 10 holders — while 41 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.28M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $501K sold.

  • 95 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2021, up from 87 in Q4 2020.
  • Funds reported $144M of VanEck Short Muni ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 21 funds opened new VanEck Short Muni ETF positions in Q1 2021 and 11 closed out, a net change of +10 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $3.28M added.
  • The largest VanEck Short Muni ETF seller in Q1 2021 was Avidian Wealth Enterprises, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2021.