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VanEck CEF Muni Income ETF
XMPT

40 hedge funds and large institutions have $50.2M invested in VanEck CEF Muni Income ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

25% more funds holding

Funds holding: 32 → 40 (+8)

2.17% less ownership

Funds ownership: 34.31% → 32.14% (-2.2%)

8% less capital invested

Capital invested by funds: $54.4M → $50.2M (-$4.24M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
16
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.69M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$821K
3
Bank of America
Bank of America
North Carolina
+$718K
4
KAS
Kestra Advisory Services
Texas
+$392K
5
Northern Trust
Northern Trust
Illinois
+$373K

Top Sellers

1
MW
Marcum Wealth
Ohio
-$10.7M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$2.07M
3
CCP
Cardan Capital Partners
Colorado
-$913K
4
Osaic Holdings
Osaic Holdings
Arizona
-$473K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$200K +$192K +7,000 New
ARG
27
Advisory Resource Group
Oklahoma
$200K +$193K +7,020 New
Citigroup
28
Citigroup
New York
$151K -$4.32K -157 -3%
HWA
29
HHM Wealth Advisors
Tennessee
$83K – – –
NFG
30
Next Financial Group
Texas
$56K -$27 -1 -0.1%
Lazard Asset Management
31
Lazard Asset Management
New York
$51K – – –
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$35.7K +1,300 New
VBCG
33
Valley Brook Capital Group
Pennsylvania
$28K +$27.1K +985 New
Wells Fargo
34
Wells Fargo
California
$16K +$7.17K +261 +91%
William Blair & Company
35
William Blair & Company
Illinois
$14K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
Northern Trust
37
Northern Trust
Illinois
$4K +$373K +13,585 New
DAC
38
Dividend Assets Capital
South Carolina
$1K +$1.32K +48 New
WFI
39
West Family Investments
California
$599 – – –
GEA
40
Glen Eagle Advisors
New Jersey
$456 +$440 +16 New
MW
41
Marcum Wealth
Ohio
– -$10.7M -399,632 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$362K -13,488 Closed
S
43
SignatureFD
Georgia
– -$56K -2,078 Closed
UBS Group
44
UBS Group
Switzerland
– -$38K -1,425 Closed
AssetMark Inc
45
AssetMark Inc
California
– -$2K -84 Closed
PMFA
46
Plante Moran Financial Advisors
Michigan
– +$385 +14 New
1
2

XMPT Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2020, worth a combined $50.2M — down 7.8% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMPT positions and 5 closed out — a net gain of 8 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.69M. The largest seller was Marcum Wealth, exiting entirely with an estimated $10.7M sold.

  • 40 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2020, up from 32 in Q3 2020.
  • Funds reported $50.2M of VanEck CEF Muni Income ETF stock for Q4 2020, down 7.8% quarter-over-quarter.
  • 13 funds opened new VanEck CEF Muni Income ETF positions in Q4 2020 and 5 closed out, a net change of +8 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2020 was LPL Financial, an estimated $1.69M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2020 was Marcum Wealth, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.