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VanEck Short Muni ETF

103 hedge funds and large institutions have $163M invested in VanEck Short Muni ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

7% more funds holding

Funds holding: 96103 (+7)

6% more capital invested

Capital invested by funds: $154M → $163M (+$9.43M)

4.89% more ownership

Funds ownership: 74.09%78.98% (+4.9%)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
47
Reduced
19
Closed
4
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
$18.8M -$2.46M -137,251 -12%
Morgan Stanley
2
Morgan Stanley
New York
$11.1M +$651K +36,310 +6%
LPL Financial
3
LPL Financial
California
$10M +$268K +14,922 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.93M +$86K +4,797 +1%
Wells Fargo
5
Wells Fargo
California
$8.85M +$504K +28,116 +6%
Stifel Financial
6
Stifel Financial
Missouri
$8.31M +$2.53K +141 +0%
VC
7
Vicus Capital
Pennsylvania
$7.75M +$3.54M +197,416 +81%
Ameriprise
8
Ameriprise
Minnesota
$7.34M +$1.54M +86,091 +27%
CCM
9
Condor Capital Management
New Jersey
$5.41M +$105K +5,839 +2%
EWMCB
10
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.27M -$62.1K -3,461 -1%
BC
11
Bartlett & Co
Ohio
$3.91M +$256K +14,290 +7%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$3.91M +$256K +14,290 +7%
MWC
13
MBM Wealth Consultants
Missouri
$3.53M +$492K +27,458 +16%
UBS Group
14
UBS Group
Switzerland
$3.5M +$389K +21,703 +13%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$3.43M +$1.47M +82,055 +75%
JCM
16
Janney Capital Management
Pennsylvania
$3.37M -$161K -8,994 -5%
MFG
17
MidWestOne Financial Group
Iowa
$2.33M +$63K +3,514 +3%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$2.18M +$105K +5,836 +5%
RWA
19
Redhawk Wealth Advisors
Minnesota
$1.97M -$147K -8,200 -7%
AI
20
Atria Investments
North Carolina
$1.79M +$11.4K +638 +0.6%
USGIU
21
U.S. Global Investors (USGI)
Texas
$1.74M +$215K +12,000 +14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.72M -$440K -24,531 -20%
SL
23
SWMG LLC
Texas
$1.68M
FIM
24
Freedom Investment Management
Connecticut
$1.54M -$30.5K -1,701 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.54M +$25.7K +1,435 +2%

SMB Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2021, worth a combined $163M — up 6.1% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMB positions and 4 closed out — a net gain of 9 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Vicus Capital, adding an estimated $3.54M. The largest seller was Bank of America, cutting an estimated $2.46M.

  • 103 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $163M of VanEck Short Muni ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 13 funds opened new VanEck Short Muni ETF positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2021 was Vicus Capital, an estimated $3.54M added.
  • The largest VanEck Short Muni ETF seller in Q4 2021 was Bank of America, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.