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VanEck Short Muni ETF

102 hedge funds and large institutions have $257M invested in VanEck Short Muni ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $192M → $257M (+$65.7M)

33.77% more ownership

Funds ownership: 97.19%130.96% (+34%)

7% less funds holding

Funds holding: 110102 (-8)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$47.7M +$39.8M +2,350,257 +537%
Bank of America
2
Bank of America
North Carolina
$29.5M +$10.7M +631,734 +58%
Jane Street
3
Jane Street
New York
$21.4M +$17.7M +1,046,324 +516%
LPL Financial
4
LPL Financial
California
$12.8M -$3.57M -210,849 -22%
MHS
5
M Holdings Securities
Oregon
$12.1M -$2.03M -120,006 -14%
VC
6
Vicus Capital
Pennsylvania
$10.3M +$691K +40,817 +7%
Wells Fargo
7
Wells Fargo
California
$9.34M +$1.11M +65,669 +14%
Morgan Stanley
8
Morgan Stanley
New York
$8.64M +$255K +15,067 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.07M +$6.06M +357,640 +644%
Stifel Financial
10
Stifel Financial
Missouri
$6.64M -$3.2M -189,021 -33%
LI
11
LMCG Investments
Massachusetts
$5.34M -$1.88M -110,796 -26%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.34M +$186K +11,006 +4%
CCM
13
Condor Capital Management
New Jersey
$5.25M -$40.3K -2,381 -0.8%
UBS Group
14
UBS Group
Switzerland
$4.86M +$1.18M +69,609 +32%
IWC
15
Integrated Wealth Concepts
Massachusetts
$3.47M +$2.54M +150,190 +285%
MWC
16
MBM Wealth Consultants
Missouri
$3.28M -$142K -8,376 -4%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$3.23M -$354K -20,909 -10%
BC
18
Bartlett & Co
Ohio
$3.23M -$354K -20,909 -10%
JCM
19
Janney Capital Management
Pennsylvania
$3.19M -$12.6K -745 -0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.8M +$1.21M +71,394 +77%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$2.12M +$1.91M +112,562 +973%
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$2.08M
PP
23
PrairieView Partners
Minnesota
$1.99M +$1.72M +101,589 +700%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.98M -$128K -7,569 -6%
AF
25
Allworth Financial
California
$1.96M +$1.65M +97,205 +568%

SMB Hedge Fund Activity: Q2 2022 in Review

102 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2022, worth a combined $257M — up 34% from $192M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SMB and 13 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $39.8M. The largest seller was LPL Financial, cutting an estimated $3.57M.

  • 102 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $257M of VanEck Short Muni ETF stock for Q2 2022, up 34% quarter-over-quarter.
  • 13 funds opened new VanEck Short Muni ETF positions in Q2 2022 and 19 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2022 was Ameriprise, an estimated $39.8M added.
  • The largest VanEck Short Muni ETF seller in Q2 2022 was LPL Financial, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2022.