VanEck HIP Sustainable Muni ETF
SMI was delisted on the 18th of June, 2025.
6 hedge funds and large institutions have $7.84M invested in VanEck HIP Sustainable Muni ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $7.68M → $7.84M (+$163K)
0.52% more ownership
Funds ownership: 66.72% → 67.25% (+0.52%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
+$109K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.94K |
| 3 |
NIA
NIA Impact Advisors
Berkeley,
California
|
+$2.84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$40.4K |
| 2 |
Jane Street
New York
|
-$19.5K |
| 3 |
Morgan Stanley
New York
|
-$49 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIA
1
NIA Impact Advisors
Berkeley,
California
| $3.02M | +$2.84K | +61 | +0.1% |
|
2
VanEck Associates
New York
| $2.31M | – | – | – |
|
|
3
Jane Street
New York
| $1.99M | -$19.5K | -418 | -1% |
|
|
SPW
4
Sonoma Private Wealth
Sonoma,
California
| $510K | +$109K | +2,345 | +27% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $9K | +$8.94K | +192 | New |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$40.4K | -873 | Closed |
|
|
8
Morgan Stanley
New York
| – | -$49 | -1 | Closed |
|
SMI Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in VanEck HIP Sustainable Muni ETF (SMI) for Q3 2024, worth a combined $7.84M — up 2.1% from $7.68M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SMI and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Sonoma Private Wealth, adding an estimated $109K. The largest seller was Bank of Montreal, exiting entirely with an estimated $40.4K sold.
- 6 institutional investors held VanEck HIP Sustainable Muni ETF (SMI) as of Q3 2024, down from 7 in Q2 2024.
- Funds reported $7.84M of VanEck HIP Sustainable Muni ETF stock for Q3 2024, up 2.1% quarter-over-quarter.
- 1 fund opened new VanEck HIP Sustainable Muni ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
- The largest VanEck HIP Sustainable Muni ETF buyer in Q3 2024 was Sonoma Private Wealth, an estimated $109K added.
- The largest VanEck HIP Sustainable Muni ETF seller in Q3 2024 was Bank of Montreal, an estimated $40.4K sold.
Based on aggregated 13F filings for Q3 2024.