VanEck CEF Muni Income ETF
XMPT
48 hedge funds and large institutions have $108M invested in VanEck CEF Muni Income ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 11 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
3.3% more ownership
Funds ownership: 54.28% → 57.58% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $110M → $108M (-$2.02M)
6% less funds holding
Funds holding: 51 → 48 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$1.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$940K |
| 3 |
Morgan Stanley
New York
|
-$798K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$647K |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
51
Flow Traders U.S.
New York
| – | -$940K | -44,464 | Closed |
|
|
OFS
52
OneAscent Financial Services
Birmingham,
Alabama
| – | -$647K | -30,624 | Closed |
|
|
ACP
53
Aveo Capital Partners
Englewood,
Colorado
| – | -$319K | -15,069 | Closed |
|
|
USCWA
54
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$254K | -12,000 | Closed |
|
|
WMA
55
Wealth Management Associates
Cherry Hill,
New Jersey
| – | -$225K | -10,660 | Closed |
|
|
GFP
56
Gryphon Financial Partners
Columbus,
Ohio
| – | -$213K | -10,065 | Closed |
|
|
WKSWA
57
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| – | -$209K | -9,907 | Closed |
|
|
SPWM
58
Straight Path Wealth Management
Jenison,
Michigan
| – | -$205K | -9,718 | Closed |
|
59
JP Morgan Chase
New York
| – | -$61.4K | -2,904 | Closed |
|
60
Citigroup
New York
| – | -$33.3K | -1,574 | Closed |
|
|
PP
61
PFS Partners
Mine Hill,
New Jersey
| – | -$31K | -1,465 | Closed |
|
XMPT Hedge Fund Activity: Q3 2023 in Review
48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q3 2023, worth a combined $108M — down 1.8% from $110M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of XMPT and 8 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 19 added.
The largest buyer was UBS Group, adding an estimated $3.27M. The largest seller was LPL Financial, cutting an estimated $1.3M.
- 48 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q3 2023, down from 51 in Q2 2023.
- Funds reported $108M of VanEck CEF Muni Income ETF stock for Q3 2023, down 1.8% quarter-over-quarter.
- 8 funds opened new VanEck CEF Muni Income ETF positions in Q3 2023 and 11 closed out, a net change of -3 holders.
- The largest VanEck CEF Muni Income ETF buyer in Q3 2023 was UBS Group, an estimated $3.27M added.
- The largest VanEck CEF Muni Income ETF seller in Q3 2023 was LPL Financial, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2023.