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VanEck CEF Muni Income ETF
XMPT

36 hedge funds and large institutions have $44.8M invested in VanEck CEF Muni Income ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $41.3M → $44.8M (+$3.48M)

6% more funds holding

Funds holding: 34 → 36 (+2)

0.26% less ownership

Funds ownership: 34.23% → 33.97% (-0.26%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$2.59M
2
HA
Harborview Advisors
Maine
+$1.66M
3
6M
6 Meridian
Kansas
+$441K
4
UR
USCA RIA
Texas
+$265K
5
LPL Financial
LPL Financial
California
+$233K

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$2.6M
2
Bank of America
Bank of America
North Carolina
-$2.02M
3
Morgan Stanley
Morgan Stanley
New York
-$1.01M
4
CCP
Cardan Capital Partners
Colorado
-$259K
5
RJA
Raymond James & Associates
Florida
-$192K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$80K +$886 +35 +1%
CA
27
Cetera Advisors
Colorado
$63K +$61.4K +2,425 New
Lazard Asset Management
28
Lazard Asset Management
New York
$46K – – –
SWM
29
SeaCrest Wealth Management
New York
$21K – – –
DWM
30
Destination Wealth Management
California
$14K +$13.2K +522 New
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$8K -$32.8K -1,296 -82%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
Wells Fargo
33
Wells Fargo
California
$7K -$51 -2 -0.7%
WEC
34
Winslow Evans & Crocker
Massachusetts
$4K – – –
S
35
SignatureFD
Georgia
$2K +$1.49K +59 +295%
UBS Group
36
UBS Group
Switzerland
– -$68K -2,825 Closed
W
37
WealthOne
New York
– -$1K -41 Closed
IA
38
IFP Advisors
Florida
– -$1K -37 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– -$886 -35 Closed
William Blair & Company
40
William Blair & Company
Illinois
– +$405 +16 New
1
2

XMPT Hedge Fund Activity: Q1 2019 in Review

36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q1 2019, worth a combined $44.8M — up 8.4% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMPT positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Capital Advisory Group Advisory Services, opening a new position worth an estimated $2.59M. The largest seller was Choate Investment Advisors, cutting an estimated $2.6M.

  • 36 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q1 2019, up from 34 in Q4 2018.
  • Funds reported $44.8M of VanEck CEF Muni Income ETF stock for Q1 2019, up 8.4% quarter-over-quarter.
  • 8 funds opened new VanEck CEF Muni Income ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q1 2019 was Capital Advisory Group Advisory Services, an estimated $2.59M added.
  • The largest VanEck CEF Muni Income ETF seller in Q1 2019 was Choate Investment Advisors, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2019.