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VanEck Short Muni ETF

95 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $167M → $192M (+$25M)

5.57% more ownership

Funds ownership: 68%73.57% (+5.6%)

1% more funds holding

Funds holding: 9495 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
38
Closed
13
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
$27.6M -$3.46M -204,965 -11%
AF
2
Allworth Financial
California
$12.4M -$2.2M -130,213 -15%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M +$5.88M +348,438 +97%
Wells Fargo
4
Wells Fargo
California
$10.5M +$301K +17,840 +3%
LPL Financial
5
LPL Financial
California
$9.9M +$3.81M +226,013 +64%
Ameriprise
6
Ameriprise
Minnesota
$9.47M +$2.38M +141,384 +34%
Jane Street
7
Jane Street
New York
$9.39M +$9.27M +549,450 New
MHS
8
M Holdings Securities
Oregon
$8.83M +$618K +36,633 +8%
Cerity Partners
9
Cerity Partners
New York
$7.4M +$6.4M +379,382 +711%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.86M -$4.26M -252,436 -42%
UBS Group
11
UBS Group
Switzerland
$5.41M -$1.33M -78,704 -20%
PP
12
PrairieView Partners
Minnesota
$5.14M +$2.53M +150,110 +100%
Stifel Financial
13
Stifel Financial
Missouri
$4.5M -$59.4K -3,520 -1%
WJA
14
Willis Johnson & Associates
Texas
$4.35M +$1.46M +86,586 +52%
DL
15
DOHJ LLC
Washington
$4.25M +$4.2M +248,832 New
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.21M -$315K -18,688 -7%
FTUS
17
Flow Traders U.S.
New York
$3.7M +$3.65M +216,618 New
CCM
18
Condor Capital Management
New Jersey
$3.07M +$32.1K +1,904 +1%
JCM
19
Janney Capital Management
Pennsylvania
$2.57M -$63.8K -3,783 -2%
SEI Investments
20
SEI Investments
Pennsylvania
$2.52M +$2.49M +147,688 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2.26M -$972K -57,630 -30%
I
22
IMPACTfolio
Colorado
$2.07M +$5.57K +330 +0.3%
MFG
23
MidWestOne Financial Group
Iowa
$1.9M -$484K -28,702 -21%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.64M -$708K -41,973 -30%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.44M -$465K -27,553 -25%

SMB Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2023, worth a combined $192M — up 15% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMB positions and 13 closed out — a net gain of 1 holder — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $9.27M. The largest seller was Susquehanna International Group, cutting an estimated $4.42M.

  • 95 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2023, up from 94 in Q3 2023.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 14 funds opened new VanEck Short Muni ETF positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest VanEck Short Muni ETF buyer in Q4 2023 was Jane Street, an estimated $9.27M added.
  • The largest VanEck Short Muni ETF seller in Q4 2023 was Susquehanna International Group, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2023.