VanEck CEF Municipal Income ETF (XMPT) Institutional Ownership

$20.85
+0.02 (+0.10%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$39.34M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.63M
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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
4/19/2024 Hedeker Wealth LLC42,681$924K0.3%-11.4%0.393%
4/16/2024 Fidelity 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%
2/14/2024VitalStone Financial LLC75,949$1.61M1.3%-1.6%0.773%
2/9/2024UBS Group AG1,861,555$39.43M0.0%-1.7%18.957%
2/7/2024Principal 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%
1/25/2024 Madrona 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%
1/16/2024 Raymond James Financial Services Advisors Inc.66,883$1.42M0.0%-2.2%0.681%
1/12/2024 Fidelity 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%
11/16/2023VitalStone Financial LLC77,164$1.51M1.3%N/A0.786%
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%
11/3/2023Private Advisor Group LLC117,195$2.22M0.0%N/A1.193%
10/25/2023WealthShield Partners LLC9,148$173K0.0%-16.4%0.093%
10/24/2023 Raymond James Financial Services Advisors Inc.68,416$1.29M0.0%-13.9%0.697%
10/17/2023Cross 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%
8/4/2023U.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%
7/25/2023 Raymond James Financial Services Advisors Inc.79,457$1.68M0.0%-5.7%0.835%
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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%
7/10/2023 OneAscent 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%
5/3/2023Van 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%
4/14/2023 Raymond 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%
2/9/2023Sowell Financial Services LLC17,777$382K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC118,910$2.55M0.0%N/A0.000%
2/8/2023 Raymond 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%
2/3/2023U.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%
1/30/2023Cross Staff Investments Inc39,000$838K0.9%+62.5%0.000%
1/24/2023 Park Avenue Securities LLC25,352$544K0.0%N/A0.000%
1/20/2023Straight Path Wealth Management10,102$217K0.2%N/A0.000%
1/18/2023 Madrona Financial Services LLC19,046$409K0.2%+6.1%0.000%
1/17/2023QP Wealth Management LLC51,378$1.10M1.7%+138.1%0.000%
1/12/2023 Marcum Wealth LLC685,218$14.72M2.0%N/A0.000%
1/12/2023 OneAscent Financial Services LLC23,535$505K0.2%+8.9%0.000%
1/1/2023Toroso Investments LLC25,087$518K0.0%+2.0%0.000%
(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, 40 institutional investors and hedge funds held shares of VanEck CEF Municipal Income ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($21.44B), UBS Group AG ($39.43M), Fidelity D & D Bancorp Inc. ($20.78M), Marcum Wealth LLC ($20.16M), Envestnet Asset Management Inc. ($3.98M), LPL Financial LLC ($3.57M), and Private Advisor Group LLC ($2.22M).Learn more on XMPT's institutional investors.

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

Of the 34 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. ($959.85K), Marcum Wealth LLC ($931.14K), UBS Group AG ($527.79K), Envestnet Asset Management Inc. ($143.68K), HighTower Advisors LLC ($118.91K), Private Advisor Group LLC ($117.20K), 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 3,594,122 shares in the last 24 months. This purchase volume represents approximately $75.39M in transactions.

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

Of the 20 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), UBS Group AG ($31.28K), Raymond James Financial Services Advisors Inc. ($22.25K), Envestnet Asset Management Inc. ($18.00K), and GeoWealth Management LLC ($13.20K).

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

Institutional investors have sold a total of 377,670 shares in the last 24 months. This volume of shares sold represents approximately $8.00M in transactions.


This page (BATS:XMPT) was last updated on 4/24/2024 by MarketBeat.com Staff

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