VanEck CEF Muni Income ETF
XMPT
51 hedge funds and large institutions have $110M invested in VanEck CEF Muni Income ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 51 → 51 (0)
10.47% less ownership
Funds ownership: 64.76% → 54.28% (-10%)
12% less capital invested
Capital invested by funds: $125M → $110M (-$15.2M)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.69M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.93M |
| 3 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$1.12M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$940K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$516K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$2.19M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$955K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$602K |
| 4 |
LPL Financial
San Diego,
California
|
-$550K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$433K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $1.01K | – | – | – |
|
|
GEA
52
Glen Eagle Advisors
Kingston,
New Jersey
| $339 | – | – | – |
|
|
LCWP
53
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| – | -$2.19M | -101,132 | Closed |
|
54
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$202 | -9,317 | Closed |
|
|
SS
55
Sunbelt Securities
Houston,
Texas
| – | -$86K | -4,000 | Closed |
|
|
BAM
56
Belpointe Asset Management
Reno,
Nevada
| – | -$7.51K | -346 | Closed |
|
XMPT Hedge Fund Activity: Q2 2023 in Review
51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q2 2023, worth a combined $110M — down 12% from $125M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XMPT positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 21 trimmed.
The largest buyer was UBS Group, adding an estimated $6.69M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $2.19M sold.
- 51 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $110M of VanEck CEF Muni Income ETF stock for Q2 2023, down 12% quarter-over-quarter.
- 5 funds opened new VanEck CEF Muni Income ETF positions in Q2 2023 and 4 closed out, a net change of +1 holder.
- The largest VanEck CEF Muni Income ETF buyer in Q2 2023 was UBS Group, an estimated $6.69M added.
- The largest VanEck CEF Muni Income ETF seller in Q2 2023 was Legacy Capital Wealth Partners, an estimated $2.19M sold.
Based on aggregated 13F filings for Q2 2023.