We are live on ! Find out more
XMPT icon

VanEck CEF Muni Income ETF

46 hedge funds and large institutions have $92.5M invested in VanEck CEF Muni Income ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 5246 (-6)

12.75% less ownership

Funds ownership: 65.99%53.24% (-13%)

33% less capital invested

Capital invested by funds: $139M → $92.5M (-$46.6M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
23
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$24.9M -$23.9M -1,090,104 -49%
FDDB
2
Fidelity D&D Bancorp
Pennsylvania
$9.75M +$63.9K +2,920 +0.7%
Bank of America
3
Bank of America
North Carolina
$7.93M -$6.78M -309,684 -46%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.87M +$809K +36,986 +13%
LPL Financial
5
LPL Financial
California
$5.52M -$384K -17,563 -6%
KFGK
6
Keystone Financial Group (Kentucky)
Kentucky
$4.16M +$149K +6,832 +4%
Morgan Stanley
7
Morgan Stanley
New York
$4.01M -$181K -8,289 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.75M +$152K +6,930 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.57M +$689K +31,500 +24%
GS
10
GWN Securities
Florida
$2.69M +$2.8M +128,028 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.67M +$224K +10,245 +9%
HW
12
Hedeker Wealth
Illinois
$1.63M -$314K -14,338 -16%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.49M +$130K +5,949 +9%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.39M -$389K -17,765 -22%
CCMG
15
Clark Capital Management Group
Pennsylvania
$1.38M -$38.8K -1,774 -3%
IP
16
Investment Partners
Ohio
$1.14M +$25.9K +1,185 +2%
MWM
17
Maridea Wealth Management
New York
$1.01M +$111K +5,068 +12%
PAS
18
Park Avenue Securities
New York
$933K +$138K +6,311 +17%
MML Investors Services
19
MML Investors Services
Massachusetts
$783K +$8.99K +411 +1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$752K +$5.58K +255 +0.7%
SI
21
SimpliFi Inc
California
$676K +$17.3K +792 +3%
CSI
22
Cross Staff Investments
New York
$649K
MFS
23
Madrona Financial Services
Washington
$534K +$21.4K +977 +4%
PS
24
Principal Securities
Iowa
$527K
MW
25
Marcum Wealth
Ohio
$497K -$20.2M -923,505 -98%

XMPT Hedge Fund Activity: Q1 2025 in Review

46 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck CEF Muni Income ETF (XMPT) for Q1 2025, worth a combined $92.5M — down 33% from $139M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XMPT and 3 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was GWN Securities, opening a new position worth an estimated $2.8M. The largest seller was UBS Group, cutting an estimated $23.9M.

  • 46 institutional investors held VanEck CEF Muni Income ETF (XMPT) as of Q1 2025, down from 52 in Q4 2024.
  • Funds reported $92.5M of VanEck CEF Muni Income ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 3 funds opened new VanEck CEF Muni Income ETF positions in Q1 2025 and 8 closed out, a net change of -5 holders.
  • The largest VanEck CEF Muni Income ETF buyer in Q1 2025 was GWN Securities, an estimated $2.8M added.
  • The largest VanEck CEF Muni Income ETF seller in Q1 2025 was UBS Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2025.