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VanEck Short Muni ETF

89 hedge funds and large institutions have $186M invested in VanEck Short Muni ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $189M → $186M (-$3.09M)

3% less funds holding

Funds holding: 9289 (-3)

3.69% less ownership

Funds ownership: 76.36%72.67% (-3.7%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
27
Reduced
38
Closed
5
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
$46.3M +$20.2M +1,192,124 +78%
AF
2
Allworth Financial
California
$18.7M +$3.96M +233,773 +27%
Wells Fargo
3
Wells Fargo
California
$10M -$30.4K -1,794 -0.3%
LPL Financial
4
LPL Financial
California
$9.68M +$469K +27,640 +5%
MHS
5
M Holdings Securities
Oregon
$9.03M +$255K +15,042 +3%
Morgan Stanley
6
Morgan Stanley
New York
$6.27M -$71.7K -4,227 -1%
DL
7
DOHJ LLC
Washington
$5.67M -$418K -24,627 -7%
UBS Group
8
UBS Group
Switzerland
$5.53M +$287K +16,905 +5%
PP
9
PrairieView Partners
Minnesota
$5.11M -$14.4K -847 -0.3%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.77M -$366K -21,588 -7%
WJA
11
Willis Johnson & Associates
Texas
$4.17M +$55.9K +3,294 +1%
Stifel Financial
12
Stifel Financial
Missouri
$3.72M -$711K -41,923 -16%
PCG
13
Prosperity Consulting Group
Maryland
$3.72M -$305K -17,978 -8%
Ameriprise
14
Ameriprise
Minnesota
$3.55M -$915K -53,956 -20%
CCM
15
Condor Capital Management
New Jersey
$3.34M +$135K +7,943 +4%
SEI Investments
16
SEI Investments
Pennsylvania
$3.23M +$626K +36,903 +24%
Cerity Partners
17
Cerity Partners
New York
$2.54M +$995K +58,653 +64%
JCM
18
Janney Capital Management
Pennsylvania
$2.53M +$254 +15 +0%
MFG
19
MidWestOne Financial Group
Iowa
$2.24M +$624K +36,800 +39%
I
20
IMPACTfolio
Colorado
$2.22M +$3.15K +186 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$2M -$122K -7,176 -6%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.78M +$43.4K +2,558 +3%
SA
23
Sanctuary Advisors
Indiana
$1.77M +$1.77M +104,521 New
DPI
24
Diversified Portfolios Inc
Michigan
$1.58M +$1.58M +93,033 New
MML Investors Services
25
MML Investors Services
Massachusetts
$1.57M +$111K +6,567 +8%

SMB Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q2 2024, worth a combined $186M — down 1.6% from $189M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SMB and 3 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $20.2M. The largest seller was Jane Street, cutting an estimated $22M.

  • 89 institutional investors held VanEck Short Muni ETF (SMB) as of Q2 2024, down from 92 in Q1 2024.
  • Funds reported $186M of VanEck Short Muni ETF stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 3 funds opened new VanEck Short Muni ETF positions in Q2 2024 and 5 closed out, a net change of -2 holders.
  • The largest VanEck Short Muni ETF buyer in Q2 2024 was Bank of America, an estimated $20.2M added.
  • The largest VanEck Short Muni ETF seller in Q2 2024 was Jane Street, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2024.