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VanEck Short Muni ETF
SMB

92 hedge funds and large institutions have $189M invested in VanEck Short Muni ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% more ownership

Funds ownership: 73.57% → 76.36% (+2.8%)

2% less capital invested

Capital invested by funds: $192M → $189M (-$3.24M)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

3% less funds holding

Funds holding: 95 → 92 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.86M
3
PCG
Prosperity Consulting Group
Maryland
+$4.03M
4
AF
Allworth Financial
California
+$2.29M
5
DL
DOHJ LLC
Washington
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$5.83M
2
Morgan Stanley
Morgan Stanley
New York
-$5.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.98M
4
FTUS
Flow Traders U.S.
New York
-$2.28M
5
Bank of America
Bank of America
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$26M -$1.44M -84,629 -5%
Jane Street
2
Jane Street
New York
$23.1M +$13.8M +807,253 +147%
AF
3
Allworth Financial
California
$14.7M +$2.29M +134,181 +18%
Wells Fargo
4
Wells Fargo
California
$10.1M -$364K -21,334 -3%
LPL Financial
5
LPL Financial
California
$9.22M -$634K -37,213 -6%
MHS
6
M Holdings Securities
Oregon
$8.78M -$10.4K -611 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$6.35M -$5.69M -333,841 -47%
DL
8
DOHJ LLC
Washington
$6.1M +$1.87M +109,541 +44%
UBS Group
9
UBS Group
Switzerland
$5.25M -$138K -8,100 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.14M -$695K -40,760 -12%
PP
11
PrairieView Partners
Minnesota
$5.13M +$14.3K +837 +0.3%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$4.85M +$4.86M +285,172 New
Ameriprise
13
Ameriprise
Minnesota
$4.48M -$4.98M -292,257 -53%
Stifel Financial
14
Stifel Financial
Missouri
$4.44M -$43K -2,525 -1%
WJA
15
Willis Johnson & Associates
Texas
$4.12M -$212K -12,416 -5%
PCG
16
Prosperity Consulting Group
Maryland
$4.03M +$4.03M +236,601 New
CCM
17
Condor Capital Management
New Jersey
$3.2M +$148K +8,679 +5%
SEI Investments
18
SEI Investments
Pennsylvania
$2.61M +$96.7K +5,675 +4%
JCM
19
Janney Capital Management
Pennsylvania
$2.53M -$30.4K -1,786 -1%
I
20
IMPACTfolio
Colorado
$2.22M +$156K +9,160 +8%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.12M -$128K -7,522 -6%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.74M +$107K +6,266 +7%
MFG
23
MidWestOne Financial Group
Iowa
$1.61M -$282K -16,540 -15%
Cerity Partners
24
Cerity Partners
New York
$1.55M -$5.83M -341,781 -79%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.52M +$82.7K +4,851 +6%
1
2 3 4 5

SMB Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2024, worth a combined $189M — down 1.7% from $192M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMB and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $13.8M. The largest seller was Cerity Partners, cutting an estimated $5.83M.

  • 92 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $189M of VanEck Short Muni ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest VanEck Short Muni ETF buyer in Q1 2024 was Jane Street, an estimated $13.8M added.
  • The largest VanEck Short Muni ETF seller in Q1 2024 was Cerity Partners, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2024.