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VanEck Natural Resources ETF

46 hedge funds and large institutions have $68.6M invested in VanEck Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 4646 (0)

2% less capital invested

Capital invested by funds: $70.3M → $68.6M (-$1.73M)

1.87% less ownership

Funds ownership: 52.04%50.17% (-1.9%)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
10
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1
IAG Wealth Partners
Wisconsin
$12.4M +$12.2M +254,525 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$12.4M +$1.14M +23,631 +10%
MCM
3
Morton Capital Management
California
$6.95M +$6.85M +142,414 New
CC
4
Cultivar Capital
Texas
$6.4M +$6.31M +131,149 New
ACP
5
Aveo Capital Partners
Colorado
$5.44M -$38.2K -794 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$5.34M +$4.42M +91,795 +522%
LPL Financial
7
LPL Financial
California
$2.85M -$4.17M -86,626 -60%
Wells Fargo
8
Wells Fargo
California
$1.58M -$862K -17,920 -36%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.46M -$433K -9,003 -23%
FWP
10
FAS Wealth Partners
Kansas
$1.26M -$26K -540 -2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.23M -$574K -11,929 -32%
UBS Group
12
UBS Group
Switzerland
$1.16M -$154K -3,207 -12%
MIM
13
Macroview Investment Management
Maryland
$859K -$3.13K -65 -0.4%
Osaic Holdings
14
Osaic Holdings
Arizona
$616K -$104K -2,153 -15%
RWP
15
RWA Wealth Partners
Massachusetts
$605K +$597K +12,403 New
SP
16
Saranac Partners
$603K -$1.92K -40 -0.3%
FFN
17
Focus Financial Network
Minnesota
$595K -$27.8K -577 -5%
OP
18
ORG Partners
Indiana
$570K -$4.52K -94 -0.8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$551K +$48.3K +1,004 +10%
ACM
20
Avalon Capital Management
California
$499K +$492K +10,232 New
HighTower Advisors
21
HighTower Advisors
Illinois
$455K -$785K -16,319 -64%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$435K -$962 -20 -0.2%
Bank of America
23
Bank of America
North Carolina
$420K +$98.1K +2,040 +31%
AF
24
Allworth Financial
California
$392K +$5.87K +122 +2%
PFA
25
Pure Financial Advisors
California
$383K -$17K -353 -4%

HAP Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Natural Resources ETF (HAP) for Q4 2023, worth a combined $68.6M — down 2.5% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HAP positions and 10 closed out — a net gain of 1 holder — while 10 added to existing stakes and 21 trimmed.

The largest buyer was IAG Wealth Partners, opening a new position worth an estimated $12.2M. The largest seller was Sterling Financial Group, exiting entirely with an estimated $11.9M sold.

  • 46 institutional investors held VanEck Natural Resources ETF (HAP) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $68.6M of VanEck Natural Resources ETF stock for Q4 2023, down 2.5% quarter-over-quarter.
  • 11 funds opened new VanEck Natural Resources ETF positions in Q4 2023 and 10 closed out, a net change of +1 holder.
  • The largest VanEck Natural Resources ETF buyer in Q4 2023 was IAG Wealth Partners, an estimated $12.2M added.
  • The largest VanEck Natural Resources ETF seller in Q4 2023 was Sterling Financial Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2023.