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VanEck Short Muni ETF

91 hedge funds and large institutions have $208M invested in VanEck Short Muni ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

10% more funds holding

Funds holding: 8391 (+8)

8% more capital invested

Capital invested by funds: $192M → $208M (+$16M)

3.19% more ownership

Funds ownership: 73.07%76.26% (+3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
30
Reduced
24
Closed
6
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
$48.4M +$2.01M +116,822 +4%
AF
2
Allworth Financial
California
$28M +$6.46M +376,034 +30%
Wells Fargo
3
Wells Fargo
California
$10.6M -$356K -20,716 -3%
MHS
4
M Holdings Securities
Oregon
$9.71M -$80.5K -4,688 -0.8%
LPL Financial
5
LPL Financial
California
$9.46M -$1.67M -97,359 -15%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.95M +$3.66M +212,839 +68%
Morgan Stanley
7
Morgan Stanley
New York
$7.41M +$673K +39,160 +10%
Ameriprise
8
Ameriprise
Minnesota
$6.98M +$1.71M +99,549 +32%
DL
9
DOHJ LLC
Washington
$6.28M +$249K +14,514 +4%
UBS Group
10
UBS Group
Switzerland
$5.47M -$84.5K -4,918 -2%
PP
11
PrairieView Partners
Minnesota
$5.01M -$127K -7,391 -2%
WJA
12
Willis Johnson & Associates
Texas
$4.12M -$6.67K -388 -0.2%
SEI Investments
13
SEI Investments
Pennsylvania
$3.62M +$121K +7,023 +3%
Stifel Financial
14
Stifel Financial
Missouri
$3.58M -$77.8K -4,529 -2%
CCM
15
Condor Capital Management
New Jersey
$3.51M +$118K +6,882 +3%
Cerity Partners
16
Cerity Partners
New York
$3.29M +$124K +7,242 +4%
PCG
17
Prosperity Consulting Group
Maryland
$3.17M -$122K -7,118 -4%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.12M +$1.94M +112,903 +162%
MFG
19
MidWestOne Financial Group
Iowa
$2.93M +$510K +29,715 +21%
JCM
20
Janney Capital Management
Pennsylvania
$2.45M +$2.47M +143,606 New
I
21
IMPACTfolio
Colorado
$2.36M +$107K +6,216 +5%
SA
22
Sanctuary Advisors
Indiana
$1.76M +$6.72K +391 +0.4%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.74M -$10.6K -618 -0.6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.74M +$188K +10,927 +12%
DPI
25
Diversified Portfolios Inc
Michigan
$1.59M

SMB Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q4 2024, worth a combined $208M — up 8.3% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SMB positions and 6 closed out — a net gain of 11 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Allworth Financial, adding an estimated $6.46M. The largest seller was LPL Financial, cutting an estimated $1.67M.

  • 91 institutional investors held VanEck Short Muni ETF (SMB) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $208M of VanEck Short Muni ETF stock for Q4 2024, up 8.3% quarter-over-quarter.
  • 17 funds opened new VanEck Short Muni ETF positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest VanEck Short Muni ETF buyer in Q4 2024 was Allworth Financial, an estimated $6.46M added.
  • The largest VanEck Short Muni ETF seller in Q4 2024 was LPL Financial, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2024.