VanEck Short Muni ETF
SMB
108 hedge funds and large institutions have $198M invested in VanEck Short Muni ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 48 reducing their positions, and 16 closing their positions.
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 109 → 108 (-1)
14% less capital invested
Capital invested by funds: $231M → $198M (-$33M)
17.73% less ownership
Funds ownership: 121.3% → 103.57% (-18%)
52% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.79M |
| 3 |
LCM
Leisure Capital Management
Costa Mesa,
California
|
+$3.26M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.78M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$39.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.16M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$4.66M |
| 4 |
LI
LMCG Investments
Boston,
Massachusetts
|
-$2.47M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.25M |
SMB Hedge Fund Activity: Q4 2022 in Review
108 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2022, worth a combined $198M — down 14% from $231M a quarter earlier.
Fund positioning in SMB was balanced in Q4 2022: 16 funds opened new positions, 16 closed out, 23 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Ameriprise, cutting an estimated $39.5M.
- 108 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2022, down from 109 in Q3 2022.
- Funds reported $198M of VanEck Short Muni ETF stock for Q4 2022, down 14% quarter-over-quarter.
- 16 funds opened new VanEck Short Muni ETF positions in Q4 2022 and 16 closed out, a net change of 0 holders.
- The largest VanEck Short Muni ETF buyer in Q4 2022 was Bank of America, an estimated $13.6M added.
- The largest VanEck Short Muni ETF seller in Q4 2022 was Ameriprise, an estimated $39.5M sold.
Based on aggregated 13F filings for Q4 2022.