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VanEck Natural Resources ETF

26 hedge funds and large institutions have $16.5M invested in VanEck Natural Resources ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $12.3M → $16.5M (+$4.18M)

8% more funds holding

Funds holding: 2426 (+2)

4.46% more ownership

Funds ownership: 18.9%23.35% (+4.5%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Avalon Capital Management
California
$2.53M +$2.46M +68,165 New
Bank of America
2
Bank of America
North Carolina
$2.36M -$30.6K -848 -1%
SPIA
3
Steward Partners Investment Advisory
New York
$1.87M +$4.72K +131 +0.3%
HWA
4
Heartwood Wealth Advisors
Virginia
$1.83M +$1.78M +49,246 New
Jane Street
5
Jane Street
New York
$1.41M +$455K +12,621 +50%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.18M -$45.5K -1,263 -4%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.11M -$19.4K -537 -2%
FQ
8
First Quadrant
California
$1.05M +$1.02M +28,363 New
UBS Group
9
UBS Group
Switzerland
$735K -$36.8K -1,021 -5%
GFS
10
GYL Financial Synergies
Connecticut
$392K +$3.28K +91 +0.9%
MWC
11
MKD Wealth Coaches
Michigan
$369K +$4.62K +128 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$354K -$443K -12,289 -56%
BOS
13
Bingham Osborn & Scarborough
California
$316K
RWA
14
Ropes Wealth Advisors
Massachusetts
$265K
AA
15
Ancora Advisors
Ohio
$194K +$188K +5,211 New
Morgan Stanley
16
Morgan Stanley
New York
$189K +$12K +332 +7%
Wells Fargo
17
Wells Fargo
California
$127K -$36.1K -1,000 -23%
CAAS
18
Capital Asset Advisory Services
Michigan
$60K +$61.7K +1,710 New
JHCP
19
Jackson Hole Capital Partners
Oklahoma
$48K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$34K
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$29K
IBOK
22
Independence Bank of Kentucky
Kentucky
$13K -$10.8K -300 -47%
GWM
23
Geneos Wealth Management
Colorado
$8K
AF
24
Advisornet Financial
Minnesota
$4K
CFGS
25
Concourse Financial Group Securities
Alabama
$4K +$4.07K +113 New

HAP Hedge Fund Activity: Q4 2019 in Review

26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Natural Resources ETF (HAP) for Q4 2019, worth a combined $16.5M — up 34% from $12.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HAP positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.17M sold.

  • 26 institutional investors held VanEck Natural Resources ETF (HAP) as of Q4 2019, up from 24 in Q3 2019.
  • Funds reported $16.5M of VanEck Natural Resources ETF stock for Q4 2019, up 34% quarter-over-quarter.
  • 6 funds opened new VanEck Natural Resources ETF positions in Q4 2019 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Natural Resources ETF buyer in Q4 2019 was Avalon Capital Management, an estimated $2.46M added.
  • The largest VanEck Natural Resources ETF seller in Q4 2019 was Susquehanna International Group, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2019.