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VanEck Natural Resources ETF
HAP

46 hedge funds and large institutions have $70.3M invested in VanEck Natural Resources ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $66.6M → $70.3M (+$3.65M)

5.16% more ownership

Funds ownership: 46.88% → 52.04% (+5.2%)

0% more funds holding

Funds holding: 46 → 46 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
13
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$11.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.09M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$539K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$180K
5
Morgan Stanley
Morgan Stanley
New York
+$179K

Top Sellers

Rank Fund Capital Flow
1
MCM
Morton Capital Management
California
-$5.22M
2
OMC
Old Mission Capital
Illinois
-$3.08M
3
Jane Street
Jane Street
New York
-$2.71M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.07M
5
Bank of America
Bank of America
North Carolina
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$423K +$180K +3,611 +72%
PFA
27
Pure Financial Advisors
California
$403K -$2.49K -50 -0.6%
AF
28
Allworth Financial
California
$388K – – –
FCM
29
Firestone Capital Management
Florida
$375K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$371K -$215K -4,325 -36%
CWA
31
Capital Wealth Alliance
Arizona
$348K -$10.9K -220 -3%
Creative Planning
32
Creative Planning
Kansas
$328K +$9.2K +185 +3%
Bank of America
33
Bank of America
North Carolina
$322K -$985K -19,808 -75%
AA
34
Ancora Advisors
Ohio
$305K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$247K +$17.4K +350 +7%
SWM
36
Spire Wealth Management
Virginia
$193K – – –
HI
37
Harbour Investments
Wisconsin
$147K -$186K -3,748 -56%
Citigroup
38
Citigroup
New York
$133K +$16.6K +334 +14%
JHCP
39
Jackson Hole Capital Partners
Oklahoma
$49.1K – – –
PA
40
Parallel Advisors
California
$47.6K +$48.2K +969 New
NA
41
NewEdge Advisors
Louisiana
$39K -$310K -6,231 -89%
SPIA
42
Steward Partners Investment Advisory
New York
$11K – – –
NS
43
NBC Securities
Alabama
$9K +$9.94K +200 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$8.69K – – –
IBOK
45
Independence Bank of Kentucky
Kentucky
$4.17K – – –
Comerica Bank
46
Comerica Bank
Texas
$196 +$199 +4 New
MCM
47
Morton Capital Management
California
– -$5.22M -108,270 Closed
Goldman Sachs
48
Goldman Sachs
New York
– -$382K -7,937 Closed
AAS
49
Avantax Advisory Services
Texas
– -$260K -5,396 Closed
RJA
50
Raymond James & Associates
Florida
– -$211K -4,375 Closed
1
2
3

HAP Hedge Fund Activity: Q3 2023 in Review

46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Natural Resources ETF (HAP) for Q3 2023, worth a combined $70.3M — up 5.5% from $66.6M a quarter earlier.

Fund positioning in HAP was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 16 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $11.5M. The largest seller was Morton Capital Management, exiting entirely with an estimated $5.22M sold.

  • 46 institutional investors held VanEck Natural Resources ETF (HAP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $70.3M of VanEck Natural Resources ETF stock for Q3 2023, up 5.5% quarter-over-quarter.
  • 6 funds opened new VanEck Natural Resources ETF positions in Q3 2023 and 6 closed out, a net change of 0 holders.
  • The largest VanEck Natural Resources ETF buyer in Q3 2023 was Beaumont Financial Advisors, an estimated $11.5M added.
  • The largest VanEck Natural Resources ETF seller in Q3 2023 was Morton Capital Management, an estimated $5.22M sold.

Based on aggregated 13F filings for Q3 2023.