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VanEck Short Muni ETF

110 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

18.2% more ownership

Funds ownership: 78.98%97.19% (+18%)

17% more capital invested

Capital invested by funds: $163M → $192M (+$28.3M)

7% more funds holding

Funds holding: 103110 (+7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
37
Reduced
24
Closed
9
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
$18.7M +$814K +46,519 +4%
LPL Financial
2
LPL Financial
California
$16.4M +$6.94M +396,473 +71%
MHS
3
M Holdings Securities
Oregon
$14.2M +$14.5M +828,510 New
Stifel Financial
4
Stifel Financial
Missouri
$9.88M +$1.98M +113,376 +24%
VC
5
Vicus Capital
Pennsylvania
$9.63M +$2.14M +122,514 +28%
Morgan Stanley
6
Morgan Stanley
New York
$8.39M -$2.3M -131,414 -21%
Wells Fargo
7
Wells Fargo
California
$8.22M -$243K -13,904 -3%
Ameriprise
8
Ameriprise
Minnesota
$7.7M +$480K +27,444 +7%
LI
9
LMCG Investments
Massachusetts
$7.24M +$7.41M +423,166 New
CCM
10
Condor Capital Management
New Jersey
$5.29M +$133K +7,587 +3%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.15M +$120K +6,885 +2%
UBS Group
12
UBS Group
Switzerland
$3.67M +$334K +19,110 +10%
BC
13
Bartlett & Co
Ohio
$3.59M -$149K -8,510 -4%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$3.59M -$149K -8,510 -4%
Jane Street
15
Jane Street
New York
$3.47M +$2.07M +118,017 +139%
MWC
16
MBM Wealth Consultants
Missouri
$3.43M +$56.9K +3,253 +2%
SWP
17
Stratos Wealth Partners
Ohio
$3.34M +$2.8M +159,910 +451%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$3.3M +$24.5K +1,401 +0.7%
JCM
19
Janney Capital Management
Pennsylvania
$3.2M -$14.5K -826 -0.4%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.22M +$980K +56,028 +77%
FTUS
21
Flow Traders U.S.
New York
$2.21M +$2.26M +129,002 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.11M +$481K +27,472 +29%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$2.08M
RWB
24
RMR Wealth Builders
New Jersey
$1.77M +$1.06M +60,457 +140%
AI
25
Atria Investments
North Carolina
$1.71M -$1.52K -87 -0.1%

SMB Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2022, worth a combined $192M — up 17% from $163M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMB positions and 9 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.94M. The largest seller was Royal Bank of Canada, cutting an estimated $7.22M.

  • 110 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 19 funds opened new VanEck Short Muni ETF positions in Q1 2022 and 9 closed out, a net change of +10 holders.
  • The largest VanEck Short Muni ETF buyer in Q1 2022 was LPL Financial, an estimated $6.94M added.
  • The largest VanEck Short Muni ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $7.22M sold.

Based on aggregated 13F filings for Q1 2022.