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VanEck CEF Muni Income ETF
XMPT

55 hedge funds and large institutions have $80.1M invested in VanEck CEF Muni Income ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

20% more funds holding

Funds holding: 46 → 55 (+9)

2% more capital invested

Capital invested by funds: $78.7M → $80.1M (+$1.32M)

0.05% more ownership

Funds ownership: 36.91% → 36.95% (+0.05%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
Hedeker Wealth
Illinois
+$6.26M
2
Creative Planning
Creative Planning
Kansas
+$4.7M
3
LPL Financial
LPL Financial
California
+$1.57M
4
WP
WealthShield Partners
North Carolina
+$1.56M
5
Morgan Stanley
Morgan Stanley
New York
+$1.55M

Top Sellers

1
BI
Bramshill Investments
Florida
-$8.52M
2
Bank of America
Bank of America
North Carolina
-$5.57M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.29M
4
KAS
Kestra Advisory Services
Texas
-$1.05M
5
PAG
Private Advisor Group
New Jersey
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
26
Thoroughbred Financial Services
Tennessee
$492K +$117K +3,995 +32%
TI
27
Tidal Investments
Wisconsin
$482K -$41.7K -1,425 -8%
ACM
28
AlphaStar Capital Management
North Carolina
$470K -$9.21K -315 -2%
HGERS
29
Householder Group Estate & Retirement Specialist
Arizona
$464K +$458K +15,660 New
PAG
30
Private Advisor Group
New Jersey
$298K -$482K -16,493 -62%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$276K +$155K +5,300 +132%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$258K -$78.5K -2,684 -24%
KFGK
33
Keystone Financial Group (Kentucky)
Kentucky
$244K +$241K +8,238 New
AAS
34
Avantax Advisory Services
Texas
$235K +$2.25K +77 +1%
IAN
35
Integrated Advisors Network
Texas
$217K +$214K +7,333 New
F4L
36
Fortune 45 LLC
Louisiana
$214K +$212K +7,238 New
AWM
37
Avior Wealth Management
Nebraska
$207K -$66.4K -2,272 -25%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$207K – – –
HCM
39
Hollencrest Capital Management
California
$204K +$202K +6,892 New
JWCA
40
J.W. Cole Advisors
Florida
$203K +$201K +6,865 New
CW
41
CreativeOne Wealth
Kansas
$201K +$199K +6,800 New
SWM
42
Spire Wealth Management
Virginia
$119K -$3.39K -116 -3%
APA
43
American Portfolios Advisors
New York
$112K – – –
Wells Fargo
44
Wells Fargo
California
$94K +$29 +1 +0%
HWA
45
HHM Wealth Advisors
Tennessee
$86K – – –
Bessemer Group
46
Bessemer Group
New Jersey
$56K +$55.2K +1,889 New
Lazard Asset Management
47
Lazard Asset Management
New York
$53K – – –
Citigroup
48
Citigroup
New York
$49K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$42K +$41.2K +1,409 New
NFG
50
Next Financial Group
Texas
$39K – – –
1
2
3

XMPT Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2021, worth a combined $80.1M — up 1.7% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XMPT positions and 5 closed out — a net gain of 12 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Hedeker Wealth, opening a new position worth an estimated $6.26M. The largest seller was Bramshill Investments, exiting entirely with an estimated $8.52M sold.

  • 55 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $80.1M of VanEck CEF Muni Income ETF stock for Q4 2021, up 1.7% quarter-over-quarter.
  • 17 funds opened new VanEck CEF Muni Income ETF positions in Q4 2021 and 5 closed out, a net change of +12 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2021 was Hedeker Wealth, an estimated $6.26M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2021 was Bramshill Investments, an estimated $8.52M sold.

Based on aggregated 13F filings for Q4 2021.