We are live on ! Find out more
XMPT icon

VanEck CEF Muni Income ETF
XMPT

34 hedge funds and large institutions have $41.3M invested in VanEck CEF Muni Income ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

3% more funds holding

Funds holding: 33 → 34 (+1)

2.03% more ownership

Funds ownership: 32.19% → 34.23% (+2%)

5% more capital invested

Capital invested by funds: $39.4M → $41.3M (+$1.96M)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
5
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$4.98M
2
6M
6 Meridian
Kansas
+$2.94M
3
Bank of America
Bank of America
North Carolina
+$1.81M
4
Morgan Stanley
Morgan Stanley
New York
+$1.08M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.07M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$4.73M
2
CIA
Choate Investment Advisors
Massachusetts
-$4.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$664K
4
JP Morgan Chase
JP Morgan Chase
New York
-$622K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
Wells Fargo
27
Wells Fargo
California
$7K – – –
WEC
28
Winslow Evans & Crocker
Massachusetts
$4K – – –
IA
29
IFP Advisors
Florida
$1K +$48 +2 +6%
W
30
WealthOne
New York
$1K +$978 +41 New
CWM
31
Cornerstone Wealth Management
Missouri
– -$4.73M -127,825 Closed
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
– -$664K -26,911 Closed
JP Morgan Chase
33
JP Morgan Chase
New York
– -$622K -25,198 Closed
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
– -$488K -19,801 Closed
SCA
35
Snowden Capital Advisors
New York
– -$453K -18,352 Closed
DWM
36
Darwin Wealth Management
Florida
– -$342K -13,850 Closed
Jane Street
37
Jane Street
New York
– -$331K -13,411 Closed
CAG
38
Csenge Advisory Group
Florida
– -$34K -1,452 Closed
GP
39
Girard Partners
Pennsylvania
– -$25K -1,020 Closed
ASN
40
Advisory Services Network
Georgia
– -$4K -150 Closed
AssetMark Inc
41
AssetMark Inc
California
– +$95 +4 +40%
AIM
42
Advantage Investment Management
Iowa
– +$477 +20 New
S
43
SignatureFD
Georgia
– +$477 +20 New
CFGS
44
Concourse Financial Group Securities
Alabama
– +$835 +35 New
1
2

XMPT Hedge Fund Activity: Q4 2018 in Review

34 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2018, worth a combined $41.3M — up 5% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XMPT positions and 10 closed out — a net gain of 1 holder — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $4.98M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $4.73M sold.

  • 34 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2018, up from 33 in Q3 2018.
  • Funds reported $41.3M of VanEck CEF Muni Income ETF stock for Q4 2018, up 5% quarter-over-quarter.
  • 11 funds opened new VanEck CEF Muni Income ETF positions in Q4 2018 and 10 closed out, a net change of +1 holder.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2018 was Cardan Capital Partners, an estimated $4.98M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2018.