VanEck CEF Muni Income ETF
XMPT
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 54 → 51 (-3)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.33M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.48M |
| 4 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$1.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.03M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
51
Glen Eagle Advisors
Kingston,
New Jersey
| $347 | – | – | – |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| $202 | +$203K | +9,317 | New |
|
|
SFS
53
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$382K | -17,777 | Closed |
|
|
FAIM
54
Financial Advocates Investment Management
Olympia,
Washington
| – | -$332K | -15,466 | Closed |
|
55
Jane Street
New York
| – | -$280K | -13,038 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$252K | -11,757 | Closed |
|
|
GM
57
GeoWealth Management
Chicago,
Illinois
| – | -$237K | -10,993 | Closed |
|
|
USCWA
58
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$150K | -7,000 | Closed |
|
|
JFA
59
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$3.68K | -172 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
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.