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VanEck Energy Income ETF

29 hedge funds and large institutions have $12.2M invested in VanEck Energy Income ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 3229 (-3)

11% less capital invested

Capital invested by funds: $13.8M → $12.2M (-$1.55M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$3.31M +$117K +1,744 +4%
AG
2
Advisor Group
Arizona
$3.11M +$2.94M +43,679 New
Morgan Stanley
3
Morgan Stanley
New York
$1.21M -$980K -14,571 -46%
LPL Financial
4
LPL Financial
California
$1.08M -$1.04M -15,493 -51%
AAM
5
Advisors Asset Management
Colorado
$626K -$29.9K -445 -5%
VKH
6
Virtu KCG Holdings
New York
$504K +$476K +7,072 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$489K +$462K +6,865 New
FNBOO
8
First National Bank of Omaha
Nebraska
$420K -$53.8K -800 -12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$371K -$49.2K -731 -12%
PAG
10
Private Advisor Group
New Jersey
$248K +$71.1K +1,057 +44%
Wolverine Trading
11
Wolverine Trading
Illinois
$243K +$229K +3,401 New
IA
12
IFP Advisors
Florida
$219K +$205K +3,045 +10,500%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$174K -$6.39K -95 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$49K +$2.02K +30 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36K -$149K -2,216 -81%
PFSC
16
Peoples Financial Services Corp
Pennsylvania
$26K
Creative Planning
17
Creative Planning
Kansas
$19K -$16.1K -240 -47%
GI
18
Gradient Investments
Minnesota
$18K -$2.32M -34,515 -99%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$17K +$16.4K +244 New
PRS
20
Pinkerton Retirement Specialists
Idaho
$12K -$11.7K -174 -51%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$10K
SHJ
22
Sharkey, Howes & Javer
Colorado
$9K
EWM
23
Edge Wealth Management
New York
$7K
WP
24
WealthPLAN Partners
Nebraska
$5.34K +$5.04K +75 New
Wells Fargo
25
Wells Fargo
California
$4K +$4.24K +63 New

EINC Hedge Fund Activity: Q2 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Energy Income ETF (EINC) for Q2 2016, worth a combined $12.2M — down 11% from $13.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EINC and 8 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $476K. The largest seller was American International Group, exiting entirely with an estimated $2.6M sold.

  • 29 institutional investors held VanEck Energy Income ETF (EINC) as of Q2 2016, down from 32 in Q1 2016.
  • Funds reported $12.2M of VanEck Energy Income ETF stock for Q2 2016, down 11% quarter-over-quarter.
  • 8 funds opened new VanEck Energy Income ETF positions in Q2 2016 and 11 closed out, a net change of -3 holders.
  • The largest VanEck Energy Income ETF buyer in Q2 2016 was Virtu KCG Holdings, an estimated $476K added.
  • The largest VanEck Energy Income ETF seller in Q2 2016 was American International Group, an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2016.