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VanEck CEF Muni Income ETF

35 hedge funds and large institutions have $62.6M invested in VanEck CEF Muni Income ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

60% more capital invested

Capital invested by funds: $39.1M → $62.6M (+$23.5M)

13% more funds holding

Funds holding: 3135 (+4)

12.87% more ownership

Funds ownership: 24.38%37.25% (+13%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Marcum Wealth
Ohio
$17.4M +$17.3M +632,442 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.93M +$210K +7,658 +3%
CAGAS
3
Capital Advisory Group Advisory Services
Minnesota
$6.24M +$2.97M +108,376 +92%
CCP
4
Cardan Capital Partners
Colorado
$5.47M +$219K +7,969 +4%
Bank of America
5
Bank of America
North Carolina
$4.8M -$53.2K -1,939 -1%
Morgan Stanley
6
Morgan Stanley
New York
$4.4M +$613K +22,343 +16%
6M
7
6 Meridian
Kansas
$3.94M +$82.5K +3,008 +2%
CCMG
8
Clark Capital Management Group
Pennsylvania
$3.51M +$109K +3,964 +3%
HA
9
Harborview Advisors
Maine
$1.63M -$136K -4,956 -8%
UR
10
USCA RIA
Texas
$1.5M +$233K +8,500 +18%
LA
11
LexAurum Advisors
Kansas
$871K +$107K +3,916 +14%
LPL Financial
12
LPL Financial
California
$827K +$102K +3,725 +14%
CAN
13
Cetera Advisor Networks
California
$626K +$263K +9,586 +73%
MML Investors Services
14
MML Investors Services
Massachusetts
$583K +$42.2K +1,537 +8%
WFI
15
West Family Investments
California
$579K
PP
16
Professional Planning
California
$576K +$574K +20,913 New
Jane Street
17
Jane Street
New York
$558K +$556K +20,257 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$469K +$467K +17,024 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$415K +$125K +4,558 +43%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$353K -$2.99K -109 -0.8%
Citigroup
21
Citigroup
New York
$271K +$58.9K +2,147 +28%
TI
22
Tidal Investments
Wisconsin
$209K -$15.3K -559 -7%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$90K +$3.43K +125 +4%
AG
24
Advisor Group
Arizona
$75K -$1.86K -68 -2%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$61K

XMPT Hedge Fund Activity: Q4 2019 in Review

35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2019, worth a combined $62.6M — up 60% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XMPT positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Capital Advisory Group Advisory Services, adding an estimated $2.97M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $298K sold.

  • 35 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2019, up from 31 in Q3 2019.
  • Funds reported $62.6M of VanEck CEF Muni Income ETF stock for Q4 2019, up 60% quarter-over-quarter.
  • 9 funds opened new VanEck CEF Muni Income ETF positions in Q4 2019 and 5 closed out, a net change of +4 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2019 was Capital Advisory Group Advisory Services, an estimated $2.97M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $298K sold.

Based on aggregated 13F filings for Q4 2019.