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VanEck CEF Muni Income ETF
XMPT

44 hedge funds and large institutions have $59.3M invested in VanEck CEF Muni Income ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $50.2M → $59.3M (+$9.07M)

10% more funds holding

Funds holding: 40 → 44 (+4)

2.75% more ownership

Funds ownership: 32.14% → 34.9% (+2.8%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$8.24M
2
Bank of America
Bank of America
North Carolina
+$1.13M
3
Morgan Stanley
Morgan Stanley
New York
+$768K
4
LPL Financial
LPL Financial
California
+$751K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$456K

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$2.16M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$851K
3
CCP
Cardan Capital Partners
Colorado
-$655K
4
MA
Mutual Advisors
Nebraska
-$530K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
26
Professional Planning
California
$200K +$199K +6,990 New
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$165K -$235K -8,250 -59%
SWM
28
Spire Wealth Management
Virginia
$118K +$117K +4,112 New
APA
29
American Portfolios Advisors
New York
$112K +$111K +3,918 New
Citigroup
30
Citigroup
New York
$108K -$44.3K -1,557 -29%
HWA
31
HHM Wealth Advisors
Tennessee
$83K – – –
AIC
32
Ameritas Investment Company
Nebraska
$75.4K +$74.8K +2,633 New
UBS Group
33
UBS Group
Switzerland
$65K +$64.9K +2,283 New
NFG
34
Next Financial Group
Texas
$64K +$7.13K +251 +13%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$63K +$62.5K +2,200 New
Lazard Asset Management
36
Lazard Asset Management
New York
$51K – – –
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
VBCG
38
Valley Brook Capital Group
Pennsylvania
$28K – – –
Wells Fargo
39
Wells Fargo
California
$16K – – –
William Blair & Company
40
William Blair & Company
Illinois
$14K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$8K +$7.79K +274 New
JFA
43
JNBA Financial Advisors
Minnesota
$4K +$3.55K +125 New
GEA
44
Glen Eagle Advisors
New Jersey
$458 – – –
TJHA
45
Thomas J. Herzfeld Advisors
Florida
– -$851K -29,864 Closed
WFI
46
West Family Investments
California
– -$599 -20,995 Closed
MA
47
Mutual Advisors
Nebraska
– -$530K -18,605 Closed
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
– -$451K -15,822 Closed
KAS
49
Kestra Advisory Services
Texas
– -$403K -14,247 Closed
Northern Trust
50
Northern Trust
Illinois
– -$4K -13,585 Closed
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XMPT Hedge Fund Activity: Q1 2021 in Review

44 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q1 2021, worth a combined $59.3M — up 18% from $50.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XMPT positions and 10 closed out — a net gain of 4 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $8.24M. The largest seller was Clark Capital Management Group, cutting an estimated $2.16M.

  • 44 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $59.3M of VanEck CEF Muni Income ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 14 funds opened new VanEck CEF Muni Income ETF positions in Q1 2021 and 10 closed out, a net change of +4 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q1 2021 was Bramshill Investments, an estimated $8.24M added.
  • The largest VanEck CEF Muni Income ETF seller in Q1 2021 was Clark Capital Management Group, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2021.