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VanEck Short Muni ETF

91 hedge funds and large institutions have $198M invested in VanEck Short Muni ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 9191 (0)

5% less capital invested

Capital invested by funds: $208M → $198M (-$9.77M)

1.54% less ownership

Funds ownership: 76.26%74.71% (-1.5%)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
34
Reduced
25
Closed
8
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
$35.4M -$13.1M -764,629 -27%
AF
2
Allworth Financial
California
$30.1M +$2.36M +137,499 +8%
MHS
3
M Holdings Securities
Oregon
$10.5M +$773K +45,078 +8%
Wells Fargo
4
Wells Fargo
California
$9.31M -$1.34M -77,995 -13%
LPL Financial
5
LPL Financial
California
$8.64M -$849K -49,481 -9%
Morgan Stanley
6
Morgan Stanley
New York
$8.41M +$984K +57,320 +13%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.6M -$1.38M -80,353 -15%
Ameriprise
8
Ameriprise
Minnesota
$7.09M +$106K +6,206 +2%
DL
9
DOHJ LLC
Washington
$6.24M -$49.5K -2,885 -0.8%
UBS Group
10
UBS Group
Switzerland
$5.66M +$174K +10,119 +3%
PP
11
PrairieView Partners
Minnesota
$5.02M
Stifel Financial
12
Stifel Financial
Missouri
$4.1M +$505K +29,436 +14%
WJA
13
Willis Johnson & Associates
Texas
$4M -$126K -7,363 -3%
SEI Investments
14
SEI Investments
Pennsylvania
$3.83M +$203K +11,806 +6%
CCM
15
Condor Capital Management
New Jersey
$3.68M +$156K +9,085 +4%
Cerity Partners
16
Cerity Partners
New York
$3.38M +$75.3K +4,390 +2%
PCG
17
Prosperity Consulting Group
Maryland
$3.01M -$167K -9,727 -5%
MFG
18
MidWestOne Financial Group
Iowa
$2.93M -$6.55K -382 -0.2%
I
19
IMPACTfolio
Colorado
$2.6M +$229K +13,357 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.52M +$1.13M +65,919 +81%
JCM
21
Janney Capital Management
Pennsylvania
$2.48M +$21.8K +1,268 +0.9%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2M -$1.13M -66,039 -36%
SA
23
Sanctuary Advisors
Indiana
$1.84M +$84.5K +4,927 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.65M -$87.5K -5,100 -5%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.65M -$88.9K -5,180 -5%

SMB Hedge Fund Activity: Q1 2025 in Review

91 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2025, worth a combined $198M — down 4.7% from $208M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMB positions and 8 closed out — a net gain of 1 holder — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Allworth Financial, adding an estimated $2.36M. The largest seller was Bank of America, cutting an estimated $13.1M.

  • 91 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $198M of VanEck Short Muni ETF stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 9 funds opened new VanEck Short Muni ETF positions in Q1 2025 and 8 closed out, a net change of +1 holder.
  • The largest VanEck Short Muni ETF buyer in Q1 2025 was Allworth Financial, an estimated $2.36M added.
  • The largest VanEck Short Muni ETF seller in Q1 2025 was Bank of America, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.