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VanEck Short Muni ETF

83 hedge funds and large institutions have $192M invested in VanEck Short Muni ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $186M → $192M (+$5.98M)

0.4% more ownership

Funds ownership: 72.67%73.07% (+0.4%)

7% less funds holding

Funds holding: 8983 (-6)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
83
Holders Change
-6
Holders Change %
-6.74%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
25
Reduced
32
Closed
10
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
$46.9M -$117K -6,798 -0.2%
AF
2
Allworth Financial
California
$21.7M +$2.78M +161,665 +15%
LPL Financial
3
LPL Financial
California
$11.3M +$1.4M +81,458 +14%
Wells Fargo
4
Wells Fargo
California
$11.1M +$895K +52,123 +9%
MHS
5
M Holdings Securities
Oregon
$9.9M +$715K +41,642 +8%
Morgan Stanley
6
Morgan Stanley
New York
$6.82M +$437K +25,475 +7%
DL
7
DOHJ LLC
Washington
$6.09M +$325K +18,929 +6%
UBS Group
8
UBS Group
Switzerland
$5.62M -$1.44K -84 -0%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.38M +$523K +30,478 +11%
Ameriprise
10
Ameriprise
Minnesota
$5.33M +$1.7M +98,840 +47%
PP
11
PrairieView Partners
Minnesota
$5.19M -$2.39K -139 -0%
WJA
12
Willis Johnson & Associates
Texas
$4.17M -$71.3K -4,155 -2%
Stifel Financial
13
Stifel Financial
Missouri
$3.7M -$78.1K -4,552 -2%
SEI Investments
14
SEI Investments
Pennsylvania
$3.54M +$246K +14,333 +8%
CCM
15
Condor Capital Management
New Jersey
$3.43M +$40K +2,330 +1%
PCG
16
Prosperity Consulting Group
Maryland
$3.33M -$444K -25,858 -12%
Cerity Partners
17
Cerity Partners
New York
$3.21M +$614K +35,785 +24%
MFG
18
MidWestOne Financial Group
Iowa
$2.45M +$171K +9,978 +8%
I
19
IMPACTfolio
Colorado
$2.28M +$29.1K +1,695 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.92M -$111K -6,442 -5%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.77M +$169K +9,855 +11%
SA
22
Sanctuary Advisors
Indiana
$1.75M -$45.6K -2,657 -3%
DPI
23
Diversified Portfolios Inc
Michigan
$1.61M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.57M +$21.7K +1,266 +1%
FIM
25
Freedom Investment Management
Connecticut
$1.34M -$30.9K -1,802 -2%

SMB Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q3 2024, worth a combined $192M — up 3.2% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SMB and 4 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Allworth Financial, adding an estimated $2.78M. The largest seller was Janney Capital Management, exiting entirely with an estimated $2.53M sold.

  • 83 institutional investors held VanEck Short Muni ETF (SMB) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $192M of VanEck Short Muni ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
  • 4 funds opened new VanEck Short Muni ETF positions in Q3 2024 and 10 closed out, a net change of -6 holders.
  • The largest VanEck Short Muni ETF buyer in Q3 2024 was Allworth Financial, an estimated $2.78M added.
  • The largest VanEck Short Muni ETF seller in Q3 2024 was Janney Capital Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2024.