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VanEck CEF Municipal Income ETF (XMPT) Institutional Ownership

$22.17
-0.18 (-0.81%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for VanEck CEF Municipal Income ETF (BATS:XMPT)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$34.91M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.14M
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XMPT Institutional Buying and Selling by Quarter

VanEck CEF Municipal Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/25/2024 Hedeker Wealth LLC44,926$1.04M0.3%+12.7%0.422%
10/23/2024 SimpliFi Inc.31,681$734K0.3%+1.4%0.297%
10/11/2024 VitalStone Financial LLC50,504$1.17M0.8%+25.0%0.474%
10/9/2024 Marcum Wealth LLC902,599$20.91M1.9%-1.4%8.475%
10/7/2024 GAMMA Investing LLC2,794$65K0.0%N/A0.026%
10/3/2024 Park Avenue Securities LLC17,241$399K0.0%-62.9%0.162%
8/22/2024Cetera Investment Advisers109,683$2.41M0.0%+6.8%1.030%
8/8/2024Envestnet Asset Management Inc.341,989$7.53M0.0%+22.3%3.211%
8/8/2024Sykon Capital LLC111,807$2.46M0.9%+13.2%1.050%
8/7/2024Ashton Thomas Private Wealth LLC4,828$106K0.0%N/A0.045%
8/6/2024 Ausdal Financial Partners Inc.19,157$422K0.0%+88.7%0.180%
8/6/2024Fidelity D & D Bancorp Inc.980,975$21.59M16.4%+2.2%9.211%
7/26/2024WealthShield Partners LLC9,168$202K0.0%+16.7%0.086%
7/26/2024Harbour Investments Inc.18,527$408K0.0%-3.2%0.174%
7/25/2024 SimpliFi Inc.31,232$687K0.3%+2.3%0.293%
7/20/2024Madrona Financial Services LLC24,851$547K0.2%+21.2%0.233%
7/19/2024 Hedeker Wealth LLC39,869$878K0.3%-6.6%0.374%
7/15/2024 Aspire Private Capital LLC1,742$38K0.0%+74.2%0.016%
7/9/2024 Park Avenue Securities LLC46,514$1.02M0.0%+24.4%0.437%
7/2/2024 Marcum Wealth LLC915,132$20.14M2.0%-1.7%8.593%
5/24/2024Cetera Investment Advisers102,747$2.22M0.0%+353.2%0.965%
5/6/2024 VitalStone Financial LLC40,707$881K0.7%-46.4%0.382%
4/30/2024 Private Advisor Group LLC24,089$522K0.0%N/A0.226%
4/19/2024 Hedeker Wealth LLC42,681$924K0.3%-11.4%0.393%
4/16/2024Fidelity D & D Bancorp Inc.959,854$20.78M15.6%+5.6%8.847%
4/10/2024 Marcum Wealth LLC931,136$20.16M2.0%+4.5%9.482%
4/10/2024 Park Avenue Securities LLC37,403$810K0.0%+24.4%0.381%
2/14/2024 VitalStone Financial LLC75,949$1.61M1.3%-1.6%0.773%
2/9/2024UBS Group AG1,861,555$39.43M0.0%-1.7%18.957%
2/7/2024 Principal Securities Inc.24,654$522K0.0%N/A0.251%
2/6/2024Sykon Capital LLC38,414$814K0.3%N/A0.391%
2/6/2024Aveo Capital Partners LLC9,707$206K0.0%N/A0.099%
1/30/2024SFI Advisors LLC10,078$213K0.2%N/A0.103%
1/25/2024Madrona Financial Services LLC20,510$434K0.2%+8.7%0.209%
1/24/2024 Hedeker Wealth LLC48,156$1.02M0.3%+1.2%0.490%
1/23/2024WealthShield Partners LLC9,651$204K0.0%+5.5%0.098%
1/16/2024Raymond James Financial Services Advisors Inc.66,883$1.42M0.0%-2.2%0.681%
1/12/2024Fidelity D & D Bancorp Inc.908,874$19.25M15.0%N/A9.255%
1/10/2024 Marcum Wealth LLC891,037$18.87M2.0%+3.8%9.074%
11/16/2023 VitalStone Financial LLC77,164$1.51M1.3%N/A0.786%
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11/13/2023Envestnet Asset Management Inc.210,761$3.98M0.0%+25.4%2.146%
11/9/2023UBS Group AG1,892,838$35.78M0.0%+9.2%19.275%
11/8/2023HighTower Advisors LLC113,631$2.15M0.0%-6.1%1.157%
11/7/2023 Hedeker Wealth LLC47,594$900K0.3%+15.4%0.485%
11/3/2023 Private Advisor Group LLC117,195$2.22M0.0%N/A1.193%
10/25/2023WealthShield Partners LLC9,148$173K0.0%-16.4%0.093%
10/24/2023Raymond James Financial Services Advisors Inc.68,416$1.29M0.0%-13.9%0.697%
10/17/2023 Cross Staff Investments Inc35,000$662K0.6%-10.3%0.356%
10/16/2023Legacy Capital Wealth Partners LLC106,676$2.02M0.6%N/A1.086%
10/10/2023 Marcum Wealth LLC858,107$16.22M1.9%+7.5%8.738%
10/5/2023QP Wealth Management LLC54,333$1.03M1.8%-10.3%0.553%
8/11/2023White Knight Strategic Wealth Advisors LLC9,907$209K0.2%-47.7%0.101%
8/10/2023Cetera Advisor Networks LLC51,180$1.08M0.0%-10.8%0.521%
8/10/2023Cetera Investment Advisers13,317$282K0.0%-6.5%0.136%
8/9/2023Flow Traders U.S. LLC44,464$940K0.0%N/A0.453%
8/8/2023Aveo Capital Partners LLC15,069$319K0.0%-75.0%0.153%
8/7/2023Keystone Financial Group50,762$1.07M0.2%N/A0.517%
8/4/2023Envestnet Asset Management Inc.168,030$3.55M0.0%-9.7%1.711%
8/4/2023 U.S. Capital Wealth Advisors LLC12,000$254K0.0%N/A0.122%
8/3/2023WealthShield Partners LLC10,938$231K0.0%-12.8%0.111%
7/31/2023LPL Financial LLC168,727$3.57M0.0%-13.4%1.772%
7/26/2023Straight Path Wealth Management9,718$205K0.1%-4.9%0.102%
7/25/2023Raymond James Financial Services Advisors Inc.79,457$1.68M0.0%-5.7%0.835%
7/21/2023 Hedeker Wealth LLC41,253$872K0.3%+46.3%0.433%
7/18/2023 SimpliFi Inc.31,709$670K0.3%+66.0%0.333%
7/14/2023 Park Avenue Securities LLC29,739$629K0.0%+35.4%0.312%
7/13/2023 Marcum Wealth LLC798,058$16.87M2.0%+7.1%8.383%
7/13/2023QP Wealth Management LLC60,540$1.28M2.0%+9.3%0.636%
7/10/2023OneAscent Financial Services LLC30,624$647K0.3%+32.4%0.322%
5/10/2023Legacy Capital Wealth Partners LLC101,132$2.20M0.6%+1.0%1.059%
5/10/2023LPL Financial LLC194,738$4.23M0.0%-28.8%2.039%
5/8/2023WealthShield Partners LLC12,545$272K0.0%-16.2%0.131%
5/8/2023 Global Retirement Partners LLC1,575$33K0.0%N/A0.016%
5/3/2023Aveo Capital Partners LLC60,251$1.31M0.2%+10.4%0.631%
5/3/2023 Van ECK Associates Corp4,933$107K0.0%+80.4%0.052%
5/3/2023 Aspire Private Capital LLC988$21.44B0.0%N/A0.010%
4/25/2023QP Wealth Management LLC55,370$1.20M2.0%+7.8%0.580%
4/25/2023Freedom Wealth Alliance LLC29,186$633K1.0%-11.1%0.306%
4/20/2023 SimpliFi Inc.19,098$414K0.2%N/A0.200%
4/19/2023 Marcum Wealth LLC745,259$16.17M2.0%+8.8%8.768%
4/18/2023 Park Avenue Securities LLC21,966$477K0.0%-13.4%0.258%
4/18/2023 Hedeker Wealth LLC28,196$612K0.2%N/A0.332%
4/14/2023Raymond James Financial Services Advisors Inc.84,244$1.83M0.0%+2.6%0.991%
3/6/2023Rockefeller Capital Management L.P.39,081$839K0.0%-8.1%0.000%
3/6/2023OLD Mission Capital LLC3,776$81K0.0%N/A0.000%
2/15/2023Freedom Wealth Alliance LLC32,827$705K1.0%N/A0.000%
2/13/2023GeoWealth Management LLC10,993$237K0.0%-54.6%0.000%
2/10/2023CoreCap Advisors LLC4,893$105K0.0%-94.6%0.000%
2/9/2023Legacy Capital Wealth Partners LLC100,127$2.15M1.0%+6.0%0.000%
2/9/2023 Sowell Financial Services LLC17,777$382K0.0%N/A0.000%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

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2/9/2023HighTower Advisors LLC118,910$2.55M0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.82,137$1.76M0.0%-5.6%0.000%
2/8/2023UBS Group AG369,904$7.95M0.0%+21,839.7%0.000%
2/7/2023LPL Financial LLC273,691$5.88M0.0%+45.8%0.000%
2/7/2023Envestnet Asset Management Inc.138,686$2.98M0.0%+267.5%0.000%
2/3/2023 U.S. Capital Wealth Advisors LLC7,000$150K0.0%N/A0.000%
2/3/2023Aveo Capital Partners LLC54,583$1.17M0.2%N/A0.000%
2/1/2023 CWM LLC3,954$85K0.0%+314.5%0.000%
1/30/2023 Cross Staff Investments Inc39,000$838K0.9%+62.5%0.000%
1/24/2023 Park Avenue Securities LLC25,352$544K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

XMPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMPT shares?

During the previous two years, 44 institutional investors and hedge funds held shares of VanEck CEF Municipal Income ETF. The most heavily invested institutionals were UBS Group AG ($39.43M), Fidelity D & D Bancorp Inc. ($21.59M), Marcum Wealth LLC ($20.91M), Envestnet Asset Management Inc. ($7.53M), LPL Financial LLC ($3.57M), Sykon Capital LLC ($2.46M), and Cetera Investment Advisers ($2.41M).Learn more on XMPT's institutional investors.

Which institutional investors have been buying VanEck CEF Municipal Income ETF stock?

Of the 38 institutional investors that purchased VanEck CEF Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fidelity D & D Bancorp Inc. ($980.98K), Marcum Wealth LLC ($931.14K), UBS Group AG ($527.79K), Envestnet Asset Management Inc. ($205.98K), Private Advisor Group LLC ($141.28K), HighTower Advisors LLC ($118.91K), and Legacy Capital Wealth Partners LLC ($113.37K).

How much institutional buying is happening at VanEck CEF Municipal Income ETF?

Institutional investors have bought a total of 3,850,133 shares in the last 24 months. This purchase volume represents approximately $81.01M in transactions.

Which VanEck CEF Municipal Income ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold VanEck CEF Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($104.96K), CoreCap Advisors LLC ($85.64K), Aveo Capital Partners LLC ($45.18K), VitalStone Financial LLC ($36.46K), Park Avenue Securities LLC ($32.66K), UBS Group AG ($31.28K), and Marcum Wealth LLC ($28.54K).

How much institutional selling is happening at VanEck CEF Municipal Income ETF?

Institutional investors have sold a total of 474,143 shares in the last 24 months. This volume of shares sold represents approximately $10.16M in transactions.



This page (BATS:XMPT) was last updated on 11/4/2024 by MarketBeat.com Staff
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