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VanEck CEF Muni Income ETF
XMPT

46 hedge funds and large institutions have $34.7M invested in VanEck CEF Muni Income ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

7% more funds holding

Funds holding: 43 → 46 (+3)

1.05% more ownership

Funds ownership: 21.81% → 22.86% (+1%)

6% less capital invested

Capital invested by funds: $36.8M → $34.7M (-$2.13M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$874K
2
CCMG
Clark Capital Management Group
Pennsylvania
+$678K
3
MML Investors Services
MML Investors Services
Massachusetts
+$673K
4
QWM
QP Wealth Management
New Jersey
+$500K
5
KFGK
Keystone Financial Group (Kentucky)
Kentucky
+$483K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.65M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$511K
3
Bank of America
Bank of America
North Carolina
-$449K
4
Jane Street
Jane Street
New York
-$270K
5
CA
CoreCap Advisors
Michigan
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthShield Partners
North Carolina
$335K +$42.8K +1,847 +13%
FAIM
27
Financial Advocates Investment Management
Washington
$333K +$144K +6,198 +62%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$327K +$367K +15,830 New
Citadel Advisors
29
Citadel Advisors
Florida
$313K +$351K +15,154 New
WMA
30
Wealth Management Associates
New Jersey
$220K – – –
GFP
31
Gryphon Financial Partners
Ohio
$201K +$226K +9,746 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$179K +$109K +4,709 +119%
Wells Fargo
33
Wells Fargo
California
$58K +$23 +1 +0%
VanEck Associates
34
VanEck Associates
New York
$49K +$1.55K +67 +3%
Bessemer Group
35
Bessemer Group
New Jersey
$44K +$695 +30 +1%
Lazard Asset Management
36
Lazard Asset Management
New York
$37K – – –
UBS Group
37
UBS Group
Switzerland
$35K -$75.4K -3,256 -66%
Citigroup
38
Citigroup
New York
$34K – – –
AF
39
Allworth Financial
California
$23K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
AWM
41
Avior Wealth Management
Nebraska
$19K -$76.3K -3,292 -77%
APC
42
Aspire Private Capital
North Carolina
$17K +$19.3K +831 New
HGERS
43
Householder Group Estate & Retirement Specialist
Arizona
$16K +$18.6K +802 New
IA
44
IFP Advisors
Florida
$7K – – –
JFA
45
JNBA Financial Advisors
Minnesota
$3K +$46 +2 +1%
GEA
46
Glen Eagle Advisors
New Jersey
$330 – – –
Jane Street
47
Jane Street
New York
– -$270K -11,722 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
– -$167K -7,245 Closed
SWM
49
Spire Wealth Management
Virginia
– -$81K -3,529 Closed
HWA
50
HHM Wealth Advisors
Tennessee
– -$67K -2,900 Closed
1
2
3

XMPT Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q3 2022, worth a combined $34.7M — down 5.8% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XMPT positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $874K. The largest seller was LPL Financial, cutting an estimated $1.65M.

  • 46 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q3 2022, up from 43 in Q2 2022.
  • Funds reported $34.7M of VanEck CEF Muni Income ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 9 funds opened new VanEck CEF Muni Income ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $874K added.
  • The largest VanEck CEF Muni Income ETF seller in Q3 2022 was LPL Financial, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2022.