
VanEck CEF Muni Income is an exchange-traded fund on BATS. As of Q3 2025, 53 institutional investors hold shares in this ETF, with total holdings valued at $95.2M. UBS Group AG is the largest holder with a position valued at $28.4M.
Overview of institutional ownership in XMPT as of Q3 2025
Institutions with the largest positions in XMPT as of Q3 2025
| Institution | Position Value |
|---|---|
UBS Group AG Institution | $28.4M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $10.2M 0.00% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $7.6M 0.00% of portfolio |
Keystone Financial Group RIA/Wealth | $6.0M 0.46% of portfolio |
MORGAN STANLEY RIA/Wealth | $4.8M 0.00% of portfolio |
L LPL Financial LLC Institution | $4.6M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.7M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $3.2M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $3.2M 0.00% of portfolio |
$2.2M 0.00% of portfolio |
Institutional buying and selling activity for XMPT in Q3 2025
| Institution | Net Bought |
|---|---|
UBS Group AG Institution | +$3.0M +134.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.2M +56.2K shares |
Keystone Financial Group RIA/Wealth | +$1.2M +52.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$803.5K +36.7K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | +$584.0K +26.7K shares |
L LPL Financial LLC Institution | +$542.4K +24.8K shares |
INVESTMENT PARTNERS LTD /OH/ /ADV RIA/Wealth | +$528.2K +24.1K shares |
Cetera Investment Advisers RIA/Wealth | +$426.2K +19.5K shares |
MORGAN STANLEY RIA/Wealth | +$349.7K +16.0K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | +$321.8K +14.7K shares |
| Institution | Net Sold |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$6.8M −325.0K shares |
A ATRIA INVESTMENTS LLC Institution | −$543.7K −25.9K shares |
O OneAscent Financial Services LLC RIA/Wealth | −$543.7K −25.9K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$319.4K −14.6K shares |
Maridea Wealth Management LLC RIA/Wealth | −$278.6K −12.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$145.2K −6.9K shares |
F FIDELITY D & D BANCORP INC Institution | −$75.3K −3.4K shares |
R ROYAL BANK OF CANADA Institution | −$40.5K −1.9K shares |
A Advisor Group Holdings, Inc. Institution | −$40.2K −1.9K shares |
HighTower Advisors, LLC RIA/Wealth | −$34.2K −1.6K shares |
Institutions that initiated new positions or completely exited XMPT in Q3 2025
| Institution | Position Value |
|---|---|
Mariner Wealth Advisors, LLC RIA/Wealth | $584.0K 26.7K shares |
Equitable Holdings, Inc. Institution | $290.4K 13.3K shares |
C COMERICA BANK Institution | $183.0K 8.4K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $110.8K 5.1K shares |
| Institution | Previous Position |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $6.8M 325.0K shares |
A ATRIA INVESTMENTS LLC Institution | $543.7K 25.9K shares |
O OneAscent Financial Services LLC RIA/Wealth | $543.7K 25.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $145.2K 6.9K shares |
CFG Asset Management LLC RIA/Wealth | $6.5K 312.0 shares |
Institutions with the largest Call and Put options positions in XMPT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XMPT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F FIDELITY D & D BANCORP INC Institution | 0.93% $1.7M |
INVESTMENT PARTNERS LTD /OH/ /ADV RIA/Wealth | 0.60% $1.7M |
C Cross Staff Investments Inc Institution | 0.46% $656.7K |
Keystone Financial Group RIA/Wealth | 0.46% $6.0M |
Hedeker Wealth Management Group, LLC RIA/Wealth | 0.30% $1.5M |
SimpliFi, Inc. RIA/Wealth | 0.30% $707.1K |
Madrona Financial Services, LLC Private Equity | 0.13% $585.7K |
Maridea Wealth Management LLC RIA/Wealth | 0.08% $509.1K |
Provenance Wealth Advisors, LLC RIA/Wealth | 0.04% $288.1K |
Intrua Financial, LLC RIA/Wealth | 0.03% $228.8K |
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