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VanEck CEF Muni Income ETF

46 hedge funds and large institutions have $78.7M invested in VanEck CEF Muni Income ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $69M → $78.7M (+$9.73M)

5% more funds holding

Funds holding: 4446 (+2)

1.97% more ownership

Funds ownership: 34.94%36.91% (+2%)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
26
Capital Advisory Group Advisory Services
Minnesota
$386K +$77.6K +2,572 +24%
TFS
27
Thoroughbred Financial Services
Tennessee
$370K +$69.6K +2,305 +22%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$335K -$16.3K -539 -5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$293K +$301K +9,960 New
AWM
30
Avior Wealth Management
Nebraska
$272K -$20.7K -686 -7%
AAS
31
Avantax Advisory Services
Texas
$231K +$237K +7,853 New
PP
32
Professional Planning
California
$220K +$15.3K +508 +7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$212K -$10.6K -351 -5%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$206K
SWM
35
Spire Wealth Management
Virginia
$121K +$211 +7 +0.2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$118K +$543 +18 +0.4%
APA
37
American Portfolios Advisors
New York
$111K -$2.99K -99 -3%
Wells Fargo
38
Wells Fargo
California
$94K +$70.5K +2,335 +274%
HWA
39
HHM Wealth Advisors
Tennessee
$85K
UBS Group
40
UBS Group
Switzerland
$82K +$84.5K +2,800 New
Lazard Asset Management
41
Lazard Asset Management
New York
$52K
Citigroup
42
Citigroup
New York
$48K -$64.1K -2,122 -56%
NFG
43
Next Financial Group
Texas
$39K -$26.1K -863 -40%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$38K
VanEck Associates
45
VanEck Associates
New York
$27K +$21.9K +727 +385%
JFA
46
JNBA Financial Advisors
Minnesota
$5K +$60 +2 +1%
GEA
47
Glen Eagle Advisors
New Jersey
$470
CCMG
48
Clark Capital Management Group
Pennsylvania
-$1.14M -37,945 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$586K -19,455 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
-$325K -10,803 Closed

XMPT Hedge Fund Activity: Q3 2021 in Review

46 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q3 2021, worth a combined $78.7M — up 14% from $69M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XMPT positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $2.56M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $1.14M sold.

  • 46 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q3 2021, up from 44 in Q2 2021.
  • Funds reported $78.7M of VanEck CEF Muni Income ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 11 funds opened new VanEck CEF Muni Income ETF positions in Q3 2021 and 8 closed out, a net change of +3 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $2.56M added.
  • The largest VanEck CEF Muni Income ETF seller in Q3 2021 was Clark Capital Management Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2021.