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.
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)
Top Buyers
| 1 |
FDDB
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
+$17.9M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$11.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.36M |
| 4 |
Morgan Stanley
New York
|
+$5.47M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$830K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
51
Sound Income Strategies
Ft Lauderdale,
Florida
| $890 | – | – | – |
|
|
GEA
52
Glen Eagle Advisors
Kingston,
New Jersey
| $113 | -$217 | -11 | -69% |
|
|
PAG
53
Private Advisor Group
Morristown,
New Jersey
| – | -$2.21M | -117,195 | Closed |
|
|
LCWP
54
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| – | -$2.02M | -106,676 | Closed |
|
|
KFGK
55
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$959K | -50,762 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$212K | -11,238 | Closed |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -278 | Closed |
|
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.