We are live on ! Find out more
XMPT icon

VanEck CEF Muni Income ETF

44 hedge funds and large institutions have $69M invested in VanEck CEF Muni Income ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

16% more capital invested

Capital invested by funds: $59.3M → $69M (+$9.73M)

0.04% more ownership

Funds ownership: 34.9%34.94% (+0.04%)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15M +$5.36M +182,732 +58%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M -$80.9K -2,756 -0.8%
BI
3
Bramshill Investments
Florida
$8.74M
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.82M +$97.9K +3,336 +1%
6M
5
6 Meridian
Kansas
$4.74M +$106K +3,598 +2%
LPL Financial
6
LPL Financial
California
$4.04M +$781K +26,592 +25%
CCP
7
Cardan Capital Partners
Colorado
$2.64M -$457K -15,570 -15%
HI
8
Harbour Investments
Wisconsin
$2.08M +$39.5K +1,346 +2%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.7M +$727K +24,771 +78%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.37M +$37.7K +1,285 +3%
CCMG
11
Clark Capital Management Group
Pennsylvania
$1.14M -$46.9K -1,599 -4%
CAN
12
Cetera Advisor Networks
California
$1.13M +$194K +6,601 +21%
HA
13
Harborview Advisors
Maine
$1.07M -$183K -6,239 -15%
PMG
14
ProVise Management Group
Florida
$905K +$517K +17,614 +142%
Osaic Holdings
15
Osaic Holdings
Arizona
$878K +$456K +15,537 +114%
NA
16
NewEdge Advisors
Louisiana
$865K +$79.2K +2,699 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$597K -$66.1K -2,250 -10%
Citadel Advisors
18
Citadel Advisors
Florida
$586K +$296K +10,088 +108%
TI
19
Tidal Investments
Wisconsin
$530K +$16.1K +550 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$360K +$16.4K +557 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$325K +$317K +10,803 New
CAGAS
22
Capital Advisory Group Advisory Services
Minnesota
$318K +$141K +4,789 +83%
TFS
23
Thoroughbred Financial Services
Tennessee
$311K +$303K +10,310 New
AWM
24
Avior Wealth Management
Nebraska
$299K -$30.1K -1,025 -9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$228K +$222K +7,571 New

XMPT Hedge Fund Activity: Q2 2021 in Review

44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q2 2021, worth a combined $69M — up 16% from $59.3M a quarter earlier.

Fund positioning in XMPT was balanced in Q2 2021: 9 funds opened new positions, 9 closed out, 20 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $5.36M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $2.16M sold.

  • 44 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $69M of VanEck CEF Muni Income ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 9 funds opened new VanEck CEF Muni Income ETF positions in Q2 2021 and 9 closed out, a net change of 0 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q2 2021 was Bank of America, an estimated $5.36M added.
  • The largest VanEck CEF Muni Income ETF seller in Q2 2021 was Legacy Capital Wealth Partners, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2021.