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VanEck CEF Muni Income ETF

51 hedge funds and large institutions have $125M invested in VanEck CEF Muni Income ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

70% more capital invested

Capital invested by funds: $73.4M → $125M (+$51.4M)

19.81% more ownership

Funds ownership: 44.94%64.76% (+20%)

6% less funds holding

Funds holding: 5451 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
24
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
SimpliFi Inc
California
$414K +$415K +19,098 New
MFS
27
Madrona Financial Services
Washington
$412K -$1.39K -64 -0.3%
WKSWA
28
White Knight Strategic Wealth Advisors
New Jersey
$411K -$301K -13,844 -42%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$309K -$35K -1,611 -10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$287K +$35.4K +1,626 +14%
WP
31
WealthShield Partners
North Carolina
$272K -$52.6K -2,417 -16%
WMA
32
Wealth Management Associates
New Jersey
$231K
SPWM
33
Straight Path Wealth Management
Michigan
$222K +$2.52K +116 +1%
GFP
34
Gryphon Financial Partners
Ohio
$216K +$1.44K +66 +0.7%
NA
35
NewEdge Advisors
Louisiana
$198K -$47.6K -2,191 -19%
VanEck Associates
36
VanEck Associates
New York
$107K +$47.8K +2,199 +80%
SS
37
Sunbelt Securities
Texas
$86K +$87K +4,000 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$85K -$1.09K -50 -1%
Wells Fargo
39
Wells Fargo
California
$56.4K -$22 -1 -0%
Bessemer Group
40
Bessemer Group
New Jersey
$51K +$2.39K +110 +5%
Lazard Asset Management
41
Lazard Asset Management
New York
$39K
Citigroup
42
Citigroup
New York
$35.8K
GRP
43
Global Retirement Partners
California
$33.4K +$34.3K +1,575 New
PP
44
PFS Partners
New Jersey
$31.5K -$154K -7,061 -83%
AF
45
Allworth Financial
California
$23.8K
APC
46
Aspire Private Capital
North Carolina
$21.4K +$3.48K +160 +19%
JP Morgan Chase
47
JP Morgan Chase
New York
$8.06K +$8.09K +372 New
BAM
48
Belpointe Asset Management
Nevada
$7.51K +$2.31K +106 +44%
AWM
49
Avior Wealth Management
Nebraska
$6.51K
Barclays
50
Barclays
United Kingdom
$1.04K

XMPT Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q1 2023, worth a combined $125M — up 70% from $73.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XMPT and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 24 added.

The largest buyer was UBS Group, adding an estimated $22.8M. The largest seller was LPL Financial, cutting an estimated $1.72M.

  • 51 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q1 2023, down from 54 in Q4 2022.
  • Funds reported $125M of VanEck CEF Muni Income ETF stock for Q1 2023, up 70% quarter-over-quarter.
  • 7 funds opened new VanEck CEF Muni Income ETF positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest VanEck CEF Muni Income ETF buyer in Q1 2023 was UBS Group, an estimated $22.8M added.
  • The largest VanEck CEF Muni Income ETF seller in Q1 2023 was LPL Financial, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2023.