We are live on ! Find out more
XMPT icon

VanEck CEF Muni Income ETF
XMPT

54 hedge funds and large institutions have $73.4M invested in VanEck CEF Muni Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

112% more capital invested

Capital invested by funds: $34.7M → $73.4M (+$38.7M)

22.09% more ownership

Funds ownership: 22.86% → 44.94% (+22%)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

17% more funds holding

Funds holding: 46 → 54 (+8)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
19
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
Marcum Wealth
Ohio
+$14.3M
2
Bank of America
Bank of America
North Carolina
+$8.73M
3
UBS Group
UBS Group
Switzerland
+$7.71M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.49M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.11M

Top Sellers

1
CA
CoreCap Advisors
Michigan
-$1.79M
2
Morgan Stanley
Morgan Stanley
New York
-$913K
3
HI
Harbour Investments
Wisconsin
-$567K
4
AFP
Ausdal Financial Partners
Iowa
-$438K
5
MML Investors Services
MML Investors Services
Massachusetts
-$329K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
26
Tidal Investments
Wisconsin
$384K -$151K -7,206 -29%
SFS
27
Sowell Financial Services
Arkansas
$382K +$372K +17,777 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$341K +$332K +15,861 New
FAIM
29
Financial Advocates Investment Management
Washington
$332K -$13.9K -666 -4%
WP
30
WealthShield Partners
North Carolina
$321K -$27.1K -1,295 -8%
Jane Street
31
Jane Street
New York
$280K +$273K +13,038 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$252K -$85.3K -4,073 -26%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$249K +$61.3K +2,929 +34%
GM
34
GeoWealth Management
Illinois
$237K -$276K -13,201 -55%
WMA
35
Wealth Management Associates
New Jersey
$229K – – –
SPWM
36
Straight Path Wealth Management
Michigan
$217K +$211K +10,102 New
GFP
37
Gryphon Financial Partners
Ohio
$213K +$3.31K +158 +2%
PP
38
PFS Partners
New Jersey
$183K +$178K +8,512 New
USCWA
39
U.S. Capital Wealth Advisors
Texas
$150K +$147K +7,000 New
CA
40
CoreCap Advisors
Michigan
$105K -$1.79M -85,640 -95%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$85K +$62.8K +3,000 +314%
VanEck Associates
42
VanEck Associates
New York
$59K +$7.97K +381 +16%
Wells Fargo
43
Wells Fargo
California
$55.8K -$4.31K -206 -7%
Bessemer Group
44
Bessemer Group
New Jersey
$48K +$1.99K +95 +4%
Lazard Asset Management
45
Lazard Asset Management
New York
$38K – – –
Citigroup
46
Citigroup
New York
$35.4K – – –
AF
47
Allworth Financial
California
$23.6K – – –
APC
48
Aspire Private Capital
North Carolina
$17.8K -$63 -3 -0.4%
AWM
49
Avior Wealth Management
Nebraska
$6.44K -$14K -667 -69%
BAM
50
Belpointe Asset Management
Nevada
$5.15K +$5.02K +240 New
1
2
3

XMPT Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2022, worth a combined $73.4M — up 112% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMPT positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Marcum Wealth, opening a new position worth an estimated $14.3M. The largest seller was CoreCap Advisors, cutting an estimated $1.79M.

  • 54 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $73.4M of VanEck CEF Muni Income ETF stock for Q4 2022, up 112% quarter-over-quarter.
  • 13 funds opened new VanEck CEF Muni Income ETF positions in Q4 2022 and 4 closed out, a net change of +9 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2022 was Marcum Wealth, an estimated $14.3M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2022 was CoreCap Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.