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VanEck CEF Muni Income ETF

54 hedge funds and large institutions have $73.4M invested in VanEck CEF Muni Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

112% more capital invested

Capital invested by funds: $34.7M → $73.4M (+$38.7M)

22.09% more ownership

Funds ownership: 22.86%44.94% (+22%)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

17% more funds holding

Funds holding: 4654 (+8)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
19
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Marcum Wealth
Ohio
$14.7M +$14.3M +685,218 New
Bank of America
2
Bank of America
North Carolina
$11.2M +$8.73M +416,860 +407%
UBS Group
3
UBS Group
Switzerland
$7.95M +$7.71M +368,218 +21,840%
LPL Financial
4
LPL Financial
California
$5.88M +$1.8M +85,917 +46%
Morgan Stanley
5
Morgan Stanley
New York
$5.83M -$913K -43,626 -14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.98M +$2.11M +100,944 +267%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.55M +$2.49M +118,910 New
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$2.15M +$119K +5,692 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.78M +$914K +43,661 +111%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.76M -$102K -4,890 -6%
CCMG
11
Clark Capital Management Group
Pennsylvania
$1.69M +$1.04M +49,609 +170%
CAN
12
Cetera Advisor Networks
California
$1.3M +$117K +5,574 +10%
ACP
13
Aveo Capital Partners
Colorado
$1.17M +$1.14M +54,583 New
QWM
14
QP Wealth Management
New Jersey
$1.1M +$624K +29,803 +138%
KFGK
15
Keystone Financial Group (Kentucky)
Kentucky
$1.05M
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$839K -$71.7K -3,427 -8%
CSI
17
Cross Staff Investments
New York
$838K +$314K +15,000 +63%
FWA
18
Freedom Wealth Alliance
Wisconsin
$705K +$687K +32,827 New
WKSWA
19
White Knight Strategic Wealth Advisors
New Jersey
$704K +$53.6K +2,559 +8%
MML Investors Services
20
MML Investors Services
Massachusetts
$585K -$329K -15,737 -37%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$546K -$1.91K -91 -0.4%
PAS
22
Park Avenue Securities
New York
$544K +$531K +25,352 New
OFS
23
OneAscent Financial Services
Alabama
$505K +$40.1K +1,917 +9%
HI
24
Harbour Investments
Wisconsin
$447K -$567K -27,102 -57%
MFS
25
Madrona Financial Services
Washington
$409K +$23K +1,101 +6%

XMPT Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q4 2022, worth a combined $73.4M — up 112% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMPT positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Marcum Wealth, opening a new position worth an estimated $14.3M. The largest seller was CoreCap Advisors, cutting an estimated $1.79M.

  • 54 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $73.4M of VanEck CEF Muni Income ETF stock for Q4 2022, up 112% quarter-over-quarter.
  • 13 funds opened new VanEck CEF Muni Income ETF positions in Q4 2022 and 4 closed out, a net change of +9 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q4 2022 was Marcum Wealth, an estimated $14.3M added.
  • The largest VanEck CEF Muni Income ETF seller in Q4 2022 was CoreCap Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.