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VanEck Energy Income ETF

25 hedge funds and large institutions have $32.5M invested in VanEck Energy Income ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $32K | Put options by funds: $5K

17% more capital invested

Capital invested by funds: $27.8M → $32.5M (+$4.76M)

0.16% more ownership

Funds ownership: 56.35%56.5% (+0.16%)

4% less funds holding

Funds holding: 2625 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
4
Calls
$32K
Puts
$5K
Net Calls
+$27K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$10.9M -$53.6K -652 -0.5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$9.48M -$76.2K -927 -0.8%
LPL Financial
3
LPL Financial
California
$3.32M -$927K -11,282 -22%
Morgan Stanley
4
Morgan Stanley
New York
$2.56M +$1.96M +23,868 +378%
FEM
5
Fulcrum Equity Management
Texas
$1.22M +$1.18M +14,351 New
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.15M +$213K +2,590 +24%
GM
7
GeoWealth Management
Illinois
$1.11M +$786K +9,561 +273%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$767K +$42.5K +517 +6%
CP
9
Castleview Partners
Texas
$459K -$455K -5,533 -51%
AFG
10
Atomi Financial Group
New York
$374K -$575 -7 -0.2%
RJA
11
Raymond James & Associates
Florida
$277K +$37.4K +455 +16%
LCGC
12
Legacy Capital Group California
California
$238K +$230K +2,804 New
AWM
13
Apollon Wealth Management
South Carolina
$234K -$10.5K -128 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$222K -$5.01K -61 -2%
AA
15
AlphaMark Advisors
Kentucky
$85K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$42K -$8.71K -106 -18%
BWP
17
Baldwin Wealth Partners
Massachusetts
$32K
Osaic Holdings
18
Osaic Holdings
Arizona
$22.6K
NS
19
NBC Securities
Alabama
$17K
FFA
20
Founders Financial Alliance
North Carolina
$8.05K
AF
21
Allworth Financial
California
$6.61K
AIM
22
Anchor Investment Management
South Carolina
$6.36K
William Blair & Company
23
William Blair & Company
Illinois
$3.22K
AWM
24
Avior Wealth Management
Nebraska
$1.34K
Wells Fargo
25
Wells Fargo
California
$57 +$82 +1 New

EINC Hedge Fund Activity: Q3 2024 in Review

25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Energy Income ETF (EINC) for Q3 2024, worth a combined $32.5M — up 17% from $27.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EINC and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $927K.

  • 25 institutional investors held VanEck Energy Income ETF (EINC) as of Q3 2024, down from 26 in Q2 2024.
  • Funds reported $32.5M of VanEck Energy Income ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 3 funds opened new VanEck Energy Income ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest VanEck Energy Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $1.96M added.
  • The largest VanEck Energy Income ETF seller in Q3 2024 was LPL Financial, an estimated $927K sold.

Based on aggregated 13F filings for Q3 2024.