We are live on ! Find out more
XMPT icon

VanEck CEF Muni Income ETF
XMPT

35 hedge funds and large institutions have $62.6M invested in VanEck CEF Muni Income ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

60% more capital invested

Capital invested by funds: $39.1M → $62.6M (+$23.5M)

13% more funds holding

Funds holding: 31 → 35 (+4)

12.87% more ownership

Funds ownership: 24.38% → 37.25% (+13%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$2.97M
2
Morgan Stanley
Morgan Stanley
New York
+$613K
3
PP
Professional Planning
California
+$574K
4
Northern Trust
Northern Trust
Illinois
+$571K
5
Jane Street
Jane Street
New York
+$556K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$298K
2
HA
Harborview Advisors
Maine
-$136K
3
FAAS
First Allied Advisory Services
California
-$112K
4
Bank of America
Bank of America
North Carolina
-$53.2K
5
UBS Group
UBS Group
Switzerland
-$20K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$49K -$27 -1 -0.1%
Lazard Asset Management
27
Lazard Asset Management
New York
$49K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$40K -$10.4K -378 -21%
VCP
29
Verus Capital Partners
Arizona
$36K +$35.7K +1,300 New
ASN
30
Advisory Services Network
Georgia
$14K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$82 +3 +1%
Northern Trust
33
Northern Trust
Illinois
$6K +$571K +20,816 New
AssetMark Inc
34
AssetMark Inc
California
$2K +$1.78K +65 New
CHA
35
Carmichael Hill & Associates
Maryland
$1K +$576 +21 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
– -$298K -10,797 Closed
FAAS
37
First Allied Advisory Services
California
– -$112K -4,051 Closed
UBS Group
38
UBS Group
Switzerland
– -$20K -709 Closed
S
39
SignatureFD
Georgia
– -$1K -20 Closed
SMFS
40
Squar Milner Financial Services
California
– +$494 +18 New
1
2

XMPT Hedge Fund Activity: Q4 2019 in Review

35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2019, worth a combined $62.6M — up 60% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XMPT positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Capital Advisory Group Advisory Services, adding an estimated $2.97M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $298K sold.

  • 35 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2019, up from 31 in Q3 2019.
  • Funds reported $62.6M of VanEck CEF Muni Income ETF stock for Q4 2019, up 60% quarter-over-quarter.
  • 9 funds opened new VanEck CEF Muni Income ETF positions in Q4 2019 and 5 closed out, a net change of +4 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2019 was Capital Advisory Group Advisory Services, an estimated $2.97M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $298K sold.

Based on aggregated 13F filings for Q4 2019.