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VanEck CEF Muni Income ETF
XMPT

46 hedge funds and large institutions have $78.7M invested in VanEck CEF Muni Income ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $69M → $78.7M (+$9.73M)

5% more funds holding

Funds holding: 44 → 46 (+2)

1.97% more ownership

Funds ownership: 34.94% → 36.91% (+2%)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$2.56M
2
HCM
Howard Capital Management
Georgia
+$2.46M
3
LPL Financial
LPL Financial
California
+$1.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.23M
5
KAS
Kestra Advisory Services
Texas
+$1.08M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$1.14M
2
Morgan Stanley
Morgan Stanley
New York
-$784K
3
Citadel Advisors
Citadel Advisors
Florida
-$586K
4
Bank of America
Bank of America
North Carolina
-$513K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hollencrest Capital Management
California
– -$208K -6,892 Closed
JWCA
52
J.W. Cole Advisors
Florida
– -$207K -6,865 Closed
ARG
53
Advisory Resource Group
Oklahoma
– -$202K -6,709 Closed
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
– -$30K -1,010 Closed
William Blair & Company
55
William Blair & Company
Illinois
– -$14K -474 Closed
1 2
3

XMPT Hedge Fund Activity: Q3 2021 in Review

46 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q3 2021, worth a combined $78.7M — up 14% from $69M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XMPT positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $2.56M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $1.14M sold.

  • 46 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q3 2021, up from 44 in Q2 2021.
  • Funds reported $78.7M of VanEck CEF Muni Income ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 11 funds opened new VanEck CEF Muni Income ETF positions in Q3 2021 and 8 closed out, a net change of +3 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $2.56M added.
  • The largest VanEck CEF Muni Income ETF seller in Q3 2021 was Clark Capital Management Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2021.