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VanEck Natural Resources ETF

55 hedge funds and large institutions have $53.1M invested in VanEck Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more funds holding

Funds holding: 4655 (+9)

3.26% more ownership

Funds ownership: 50.17%53.43% (+3.3%)

23% less capital invested

Capital invested by funds: $68.6M → $53.1M (-$15.5M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
13
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1
IAG Wealth Partners
Wisconsin
$14.5M +$1.48M +31,031 +12%
MCM
2
Morton Capital Management
California
$9.26M +$1.88M +39,448 +28%
CC
3
Cultivar Capital
Texas
$6.89M +$196K +4,106 +3%
LPL Financial
4
LPL Financial
California
$2.57M -$376K -7,878 -13%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.31M +$969K +20,288 +81%
Wells Fargo
6
Wells Fargo
California
$1.72M +$72.9K +1,528 +5%
Citadel Advisors
7
Citadel Advisors
Florida
$1.16M +$1.09M +22,809 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.03M +$606K +12,688 +170%
Morgan Stanley
9
Morgan Stanley
New York
$939K -$4.34M -90,953 -83%
MIM
10
Macroview Investment Management
Maryland
$825K -$66.8K -1,400 -8%
OMC
11
Old Mission Capital
Illinois
$799K +$749K +15,687 New
UBS Group
12
UBS Group
Switzerland
$648K -$528K -11,053 -46%
RWP
13
RWA Wealth Partners
Massachusetts
$632K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$568K -$6.4K -134 -1%
FFN
15
Focus Financial Network
Minnesota
$560K -$54.5K -1,142 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$559K -$78.5K -1,645 -13%
Jane Street
17
Jane Street
New York
$550K +$515K +10,796 New
Bank of America
18
Bank of America
North Carolina
$539K +$94.3K +1,975 +23%
ACM
19
Avalon Capital Management
California
$511K -$9.12K -191 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$506K +$29K +607 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$458K +$3.44K +72 +0.8%
SP
22
Saranac Partners
$418K -$198K -4,150 -34%
AF
23
Allworth Financial
California
$409K
PFA
24
Pure Financial Advisors
California
$398K -$2.24K -47 -0.6%
FCM
25
Firestone Capital Management
Florida
$390K

HAP Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Natural Resources ETF (HAP) for Q1 2024, worth a combined $53.1M — down 23% from $68.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HAP positions and 4 closed out — a net gain of 9 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $6.34M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $12.4M sold.

  • 55 institutional investors held VanEck Natural Resources ETF (HAP) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $53.1M of VanEck Natural Resources ETF stock for Q1 2024, down 23% quarter-over-quarter.
  • 13 funds opened new VanEck Natural Resources ETF positions in Q1 2024 and 4 closed out, a net change of +9 holders.
  • The largest VanEck Natural Resources ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $6.34M added.
  • The largest VanEck Natural Resources ETF seller in Q1 2024 was Beaumont Financial Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2024.