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VanEck Short Muni ETF
SMB

96 hedge funds and large institutions have $154M invested in VanEck Short Muni ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 93 → 96 (+3)

0.06% less ownership

Funds ownership: 74.15% → 74.09% (-0.06%)

0% less capital invested

Capital invested by funds: $155M → $154M (-$675K)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.91M
2
AI
Atria Investments
North Carolina
+$1.79M
3
Wells Fargo
Wells Fargo
California
+$1.04M
4
FTUS
Flow Traders U.S.
New York
+$980K
5
LPL Financial
LPL Financial
California
+$754K

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$2.58M
2
Jane Street
Jane Street
New York
-$2.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
4
William Blair & Company
William Blair & Company
Illinois
-$333K
5
WIA
World Investment Advisors
California
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$21.3M +$1.91M +105,577 +10%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M +$643K +35,620 +6%
LPL Financial
3
LPL Financial
California
$9.82M +$754K +41,730 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.89M +$310K +17,185 +4%
Wells Fargo
5
Wells Fargo
California
$8.39M +$1.04M +57,384 +14%
Stifel Financial
6
Stifel Financial
Missouri
$8.35M +$115K +6,387 +1%
Ameriprise
7
Ameriprise
Minnesota
$5.82M -$171K -9,450 -3%
EWMCB
8
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.36M +$352K +19,464 +7%
CCM
9
Condor Capital Management
New Jersey
$5.33M +$257K +14,242 +5%
VC
10
Vicus Capital
Pennsylvania
$4.38M +$195K +10,823 +5%
BCWM
11
Bartlett & Co Wealth Management
Ohio
$3.67M +$126K +6,990 +4%
BC
12
Bartlett & Co
Ohio
$3.67M +$126K +6,990 +4%
JCM
13
Janney Capital Management
Pennsylvania
$3.54M -$69.9K -3,872 -2%
UBS Group
14
UBS Group
Switzerland
$3.12M +$287K +15,907 +10%
MWC
15
MBM Wealth Consultants
Missouri
$3.05M +$73.7K +4,083 +2%
MFG
16
MidWestOne Financial Group
Iowa
$2.28M – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.17M +$158K +8,770 +8%
RWA
18
Redhawk Wealth Advisors
Minnesota
$2.12M +$148K +8,200 +7%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$2.09M – – –
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$1.97M +$107K +5,946 +6%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$1.82M +$126K +6,951 +7%
AI
22
Atria Investments
North Carolina
$1.79M +$1.79M +99,288 New
SL
23
SWMG LLC
Texas
$1.69M – – –
FIM
24
Freedom Investment Management
Connecticut
$1.58M +$83.5K +4,622 +6%
USGIU
25
U.S. Global Investors (USGI)
Texas
$1.53M – – –
1
2 3 4 5

SMB Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2021, worth a combined $154M — down 0.44% from $155M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMB positions and 7 closed out — a net gain of 4 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $1.91M. The largest seller was PFS Investments, exiting entirely with an estimated $2.58M sold.

  • 96 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2021, up from 93 in Q2 2021.
  • Funds reported $154M of VanEck Short Muni ETF stock for Q3 2021, down 0.44% quarter-over-quarter.
  • 11 funds opened new VanEck Short Muni ETF positions in Q3 2021 and 7 closed out, a net change of +4 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2021 was Bank of America, an estimated $1.91M added.
  • The largest VanEck Short Muni ETF seller in Q3 2021 was PFS Investments, an estimated $2.58M sold.

Based on aggregated 13F filings for Q3 2021.