We are live on ! Find out more
XMPT icon

VanEck CEF Muni Income ETF

48 hedge funds and large institutions have $58.9M invested in VanEck CEF Muni Income ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.18% less ownership

Funds ownership: 36.95%31.77% (-5.2%)

13% less funds holding

Funds holding: 5548 (-7)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

26% less capital invested

Capital invested by funds: $80.1M → $58.9M (-$21.2M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
48
Holders Change
-7
Holders Change %
-12.73%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.04M -$528K -19,742 -5%
LPL Financial
2
LPL Financial
California
$7.41M +$1.63M +61,066 +26%
CA
3
CoreCap Advisors
Michigan
$6.24M +$777K +29,071 +13%
CCMG
4
Clark Capital Management Group
Pennsylvania
$4.49M +$4.74M +177,209 New
BI
5
Bramshill Investments
Florida
$3.54M +$3.74M +140,000 New
H6H
6
Hightower 6M Holding
Kansas
$3.34M +$3.52M +131,845 New
Bank of America
7
Bank of America
North Carolina
$2.52M -$5.07M -189,600 -66%
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$2.29M -$28.1K -1,051 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.25M -$2.67M -100,087 -53%
HW
10
Hedeker Wealth
Illinois
$2.13M -$3.47M -129,748 -61%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.08M +$974K +36,459 +80%
CAN
12
Cetera Advisor Networks
California
$1.41M +$43.2K +1,616 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.21M +$1.27M +47,609 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.06M +$452K +16,899 +60%
PMG
15
ProVise Management Group
Florida
$801K -$59.6K -2,229 -7%
AFP
16
Ausdal Financial Partners
Iowa
$655K -$6.39K -239 -0.9%
GM
17
GeoWealth Management
Illinois
$625K +$63K +2,357 +11%
CSI
18
Cross Staff Investments
New York
$607K -$30.7K -1,150 -5%
WKSWA
19
White Knight Strategic Wealth Advisors
New Jersey
$586K -$62.1K -2,323 -9%
MML Investors Services
20
MML Investors Services
Massachusetts
$576K -$1.3M -48,789 -68%
NA
21
NewEdge Advisors
Louisiana
$521K -$89.5K -3,350 -14%
Creative Planning
22
Creative Planning
Kansas
$493K -$3.78M -141,359 -88%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$476K +$254K +9,500 +102%
WP
24
WealthShield Partners
North Carolina
$462K -$935K -34,999 -66%
MFS
25
Madrona Financial Services
Washington
$439K

XMPT Hedge Fund Activity: Q1 2022 in Review

48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q1 2022, worth a combined $58.9M — down 26% from $80.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XMPT and 7 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $4.74M. The largest seller was Bank of America, cutting an estimated $5.07M.

  • 48 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q1 2022, down from 55 in Q4 2021.
  • Funds reported $58.9M of VanEck CEF Muni Income ETF stock for Q1 2022, down 26% quarter-over-quarter.
  • 7 funds opened new VanEck CEF Muni Income ETF positions in Q1 2022 and 11 closed out, a net change of -4 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q1 2022 was Clark Capital Management Group, an estimated $4.74M added.
  • The largest VanEck CEF Muni Income ETF seller in Q1 2022 was Bank of America, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2022.