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VanEck CEF Muni Income ETF
XMPT

55 hedge funds and large institutions have $80.1M invested in VanEck CEF Muni Income ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

20% more funds holding

Funds holding: 46 → 55 (+9)

2% more capital invested

Capital invested by funds: $78.7M → $80.1M (+$1.32M)

0.05% more ownership

Funds ownership: 36.91% → 36.95% (+0.05%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
Hedeker Wealth
Illinois
+$6.26M
2
Creative Planning
Creative Planning
Kansas
+$4.7M
3
LPL Financial
LPL Financial
California
+$1.57M
4
WP
WealthShield Partners
North Carolina
+$1.56M
5
Morgan Stanley
Morgan Stanley
New York
+$1.55M

Top Sellers

1
BI
Bramshill Investments
Florida
-$8.52M
2
Bank of America
Bank of America
North Carolina
-$5.57M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.29M
4
KAS
Kestra Advisory Services
Texas
-$1.05M
5
PAG
Private Advisor Group
New Jersey
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.2M +$1.55M +52,987 +16%
Bank of America
2
Bank of America
North Carolina
$8.56M -$5.57M -190,490 -40%
LPL Financial
3
LPL Financial
California
$6.87M +$1.57M +53,768 +30%
CA
4
CoreCap Advisors
Michigan
$6.44M +$6.36M +217,458 New
HW
5
Hedeker Wealth
Illinois
$6.34M +$6.26M +214,000 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.6M -$2.29M -78,141 -29%
Creative Planning
7
Creative Planning
Kansas
$4.76M +$4.7M +160,824 New
6M
8
6 Meridian
Kansas
$4.21M -$254K -8,686 -6%
LCWP
9
Legacy Capital Wealth Partners
Arkansas
$2.49M +$203K +6,930 +8%
HCM
10
Howard Capital Management
Georgia
$2.47M +$51.3K +1,755 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$2.12M +$74.1K +2,535 +4%
HI
12
Harbour Investments
Wisconsin
$2M -$93.9K -3,210 -5%
CAN
13
Cetera Advisor Networks
California
$1.6M +$136K +4,653 +9%
WP
14
WealthShield Partners
North Carolina
$1.58M +$1.56M +53,272 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.36M -$59.4K -2,030 -4%
PMG
16
ProVise Management Group
Florida
$1M – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$839K -$101K -3,451 -11%
AFP
18
Ausdal Financial Partners
Iowa
$774K +$32K +1,093 +4%
WKSWA
19
White Knight Strategic Wealth Advisors
New Jersey
$755K +$745K +25,476 New
CSI
20
Cross Staff Investments
New York
$745K +$735K +25,150 New
NA
21
NewEdge Advisors
Louisiana
$710K -$76.1K -2,601 -10%
GM
22
GeoWealth Management
Illinois
$662K +$14.9K +509 +2%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$536K +$529K +18,104 New
MFS
24
Madrona Financial Services
Washington
$532K +$65.7K +2,245 +14%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$525K -$10.4K -355 -2%
1
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XMPT Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2021, worth a combined $80.1M — up 1.7% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XMPT positions and 5 closed out — a net gain of 12 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Hedeker Wealth, opening a new position worth an estimated $6.26M. The largest seller was Bramshill Investments, exiting entirely with an estimated $8.52M sold.

  • 55 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $80.1M of VanEck CEF Muni Income ETF stock for Q4 2021, up 1.7% quarter-over-quarter.
  • 17 funds opened new VanEck CEF Muni Income ETF positions in Q4 2021 and 5 closed out, a net change of +12 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2021 was Hedeker Wealth, an estimated $6.26M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2021 was Bramshill Investments, an estimated $8.52M sold.

Based on aggregated 13F filings for Q4 2021.