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VanEck Natural Resources ETF

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: 4646 (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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1
Sterling Financial Group
California
$11.9M -$136K -2,736 -1%
BFA
2
Beaumont Financial Advisors
Massachusetts
$11.3M +$11.5M +230,777 New
LPL Financial
3
LPL Financial
California
$7.12M +$112K +2,255 +2%
ACP
4
Aveo Capital Partners
Colorado
$5.51M -$290K -5,837 -5%
Jane Street
5
Jane Street
New York
$5.14M -$2.71M -54,443 -34%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$5.03M +$5.09M +102,428 New
Wells Fargo
7
Wells Fargo
California
$2.47M +$48K +966 +2%
OMC
8
Old Mission Capital
Illinois
$1.98M -$3.08M -61,877 -60%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.91M -$1.07M -21,574 -36%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.82M +$42.4K +852 +2%
UBS Group
11
UBS Group
Switzerland
$1.33M -$47.5K -956 -3%
FWP
12
FAS Wealth Partners
Kansas
$1.29M -$72.1K -1,450 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.26M +$44.3K +891 +4%
Ameriprise
14
Ameriprise
Minnesota
$1.08M
MIM
15
Macroview Investment Management
Maryland
$867K -$2.58K -52 -0.3%
Morgan Stanley
16
Morgan Stanley
New York
$864K +$179K +3,593 +26%
Osaic Holdings
17
Osaic Holdings
Arizona
$726K +$35.1K +707 +5%
FFN
18
Focus Financial Network
Minnesota
$627K -$83.1K -1,672 -12%
RWA
19
Ropes Wealth Advisors
Massachusetts
$609K
SP
20
Saranac Partners
$608K
OP
21
ORG Partners
Indiana
$578K +$17.1K +344 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$562K -$16.8K -337 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$552K +$539K +10,841 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$504K +$82.1K +1,651 +19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$439K +$44.6K +898 +11%

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.