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VanEck CEF Muni Income ETF
XMPT

51 hedge funds and large institutions have $159M invested in VanEck CEF Muni Income ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

47% more capital invested

Capital invested by funds: $108M → $159M (+$51.1M)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

8.73% more ownership

Funds ownership: 57.58% → 66.31% (+8.7%)

6% more funds holding

Funds holding: 48 → 51 (+3)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDDB
Fidelity D&D Bancorp
Pennsylvania
+$17.9M
2
BI
Bramshill Investments
Florida
+$11.1M
3
Bank of America
Bank of America
North Carolina
+$6.36M
4
Morgan Stanley
Morgan Stanley
New York
+$5.47M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$830K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$2.21M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
-$2.02M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.03M
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$959K
5
UBS Group
UBS Group
Switzerland
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$497K +$464K +23,474 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$480K +$64.4K +3,260 +17%
MFS
28
Madrona Financial Services
Washington
$434K +$32.3K +1,636 +9%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$384K +$3.75K +190 +1%
TI
30
Tidal Investments
Wisconsin
$378K -$2.17K -110 -0.6%
PWA
31
Provenance Wealth Advisors
Florida
$279K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$248K +$1.62K +82 +0.7%
HI
33
Harbour Investments
Wisconsin
$241K -$244K -12,346 -52%
HF
34
HRT Financial
New York
$218K +$204K +10,309 New
SA
35
SFI Advisors
New Jersey
$213K +$199K +10,078 New
ACP
36
Aveo Capital Partners
Colorado
$206K +$192K +9,707 New
WP
37
WealthShield Partners
North Carolina
$204K +$9.93K +503 +5%
Wells Fargo
38
Wells Fargo
California
$74.2K +$39.5K +2,001 +133%
Bessemer Group
39
Bessemer Group
New Jersey
$52K -$632 -32 -1%
Lazard Asset Management
40
Lazard Asset Management
New York
$38K – – –
FCAS
41
First Command Advisory Services
Texas
$24K +$22.4K +1,134 New
AF
42
Allworth Financial
California
$23.3K – – –
APC
43
Aspire Private Capital
North Carolina
$21.2K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$19.5K +$18.1K +917 +22,925%
GRP
45
Global Retirement Partners
California
$16.7K -$1.17K -59 -7%
VanEck Associates
46
VanEck Associates
New York
$16K – – –
NA
47
NewEdge Advisors
Louisiana
$11.2K +$79 +4 +0.8%
AWM
48
Avior Wealth Management
Nebraska
$6.35K – – –
Barclays
49
Barclays
United Kingdom
$1.02K – – –
AssetMark Inc
50
AssetMark Inc
California
$995 +$257 +13 +38%
1
2
3

XMPT Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2023, worth a combined $159M — up 47% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XMPT positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Fidelity D&D Bancorp, opening a new position worth an estimated $17.9M. The largest seller was Private Advisor Group, exiting entirely with an estimated $2.21M sold.

  • 51 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $159M of VanEck CEF Muni Income ETF stock for Q4 2023, up 47% quarter-over-quarter.
  • 10 funds opened new VanEck CEF Muni Income ETF positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2023 was Fidelity D&D Bancorp, an estimated $17.9M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2023 was Private Advisor Group, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2023.