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VanEck Short Muni ETF

93 hedge funds and large institutions have $155M invested in VanEck Short Muni ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $144M → $155M (+$11M)

4.32% more ownership

Funds ownership: 69.83%74.15% (+4.3%)

2% less funds holding

Funds holding: 9593 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
39
Reduced
20
Closed
13
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
$19.5M +$1.38M +76,552 +8%
Morgan Stanley
2
Morgan Stanley
New York
$9.94M -$556K -30,807 -5%
LPL Financial
3
LPL Financial
California
$9.1M +$234K +12,975 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.61M +$380K +21,017 +5%
Stifel Financial
5
Stifel Financial
Missouri
$8.27M +$1.18M +65,064 +17%
Wells Fargo
6
Wells Fargo
California
$7.38M -$448K -24,793 -6%
Ameriprise
7
Ameriprise
Minnesota
$6.02M +$376K +20,811 +7%
CCM
8
Condor Capital Management
New Jersey
$5.09M +$88.7K +4,909 +2%
EWMCB
9
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.03M +$114K +6,322 +2%
MHS
10
M Holdings Securities
Oregon
$4.66M +$4.66M +258,097 New
VC
11
Vicus Capital
Pennsylvania
$4.2M +$611K +33,812 +17%
JCM
12
Janney Capital Management
Pennsylvania
$3.63M -$17.7K -979 -0.5%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$3.56M -$78.4K -4,340 -2%
BC
14
Bartlett & Co
Ohio
$3.56M -$78.4K -4,340 -2%
MWC
15
MBM Wealth Consultants
Missouri
$2.99M +$108K +5,960 +4%
UBS Group
16
UBS Group
Switzerland
$2.85M +$476K +26,375 +20%
PI
17
PFS Investments
Georgia
$2.58M +$109K +6,056 +4%
Jane Street
18
Jane Street
New York
$2.51M +$343K +18,991 +16%
MFG
19
MidWestOne Financial Group
Iowa
$2.29M +$661K +36,582 +41%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$2.1M +$316K +17,500 +18%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.02M -$59.2K -3,280 -3%
RWA
22
Redhawk Wealth Advisors
Minnesota
$1.98M -$27.1K -1,500 -1%
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$1.87M -$5.45K -302 -0.3%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$1.7M +$51.7K +2,865 +3%
SL
25
SWMG LLC
Texas
$1.7M +$1.7M +93,896 New

SMB Hedge Fund Activity: Q2 2021 in Review

93 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2021, worth a combined $155M — up 7.7% from $144M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SMB and 11 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 39 added.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $4.66M. The largest seller was Howard Capital Management, exiting entirely with an estimated $1.25M sold.

  • 93 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2021, down from 95 in Q1 2021.
  • Funds reported $155M of VanEck Short Muni ETF stock for Q2 2021, up 7.7% quarter-over-quarter.
  • 11 funds opened new VanEck Short Muni ETF positions in Q2 2021 and 13 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2021 was M Holdings Securities, an estimated $4.66M added.
  • The largest VanEck Short Muni ETF seller in Q2 2021 was Howard Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2021.