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VanEck Inflation Allocation ETF

43 hedge funds and large institutions have $71.6M invested in VanEck Inflation Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

5.05% more ownership

Funds ownership: 48.52%53.57% (+5%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less capital invested

Capital invested by funds: $74.8M → $71.6M (-$3.22M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
16
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$310K -$50.9K -2,075 -13%
AAS
27
Avantax Advisory Services
Texas
$294K -$721K -29,371 -69%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$256K +$123K +5,000 +80%
CA
29
Claro Advisors
Massachusetts
$243K
CA
30
Cetera Advisors
Colorado
$221K +$28K +1,142 +13%
OPW
31
Oxler Private Wealth
New York
$172K
HI
32
Harbour Investments
Wisconsin
$151K
FWP
33
FAS Wealth Partners
Kansas
$105K -$23.2K -944 -17%
LC
34
Lindbrook Capital
California
$90K
JP Morgan Chase
35
JP Morgan Chase
New York
$88K +$94.6K +3,855 New
FA
36
Flagstar Advisors
New York
$80.9K +$87.3K +3,558 New
IFA
37
Interactive Financial Advisors
Illinois
$65K
IA
38
IFP Advisors
Florida
$53K
RIA
39
Realta Investment Advisors
Delaware
$43K +$45.9K +1,871 New
UBS Group
40
UBS Group
Switzerland
$28K +$30.2K +1,230 New
PTC
41
Private Trust Company
Ohio
$19K -$6.75K -275 -25%
RF
42
Robbins Farley
New Hampshire
$5K +$5.79K +236 New
Wells Fargo
43
Wells Fargo
California
$4K
FMP
44
Financial Management Professionals
Texas
$2K
LF
45
Lantz Financial
Illinois
-$4.2M -169,696 Closed
CPFP
46
Clear Perspectives Financial Planning
Ohio
-$2.42M -97,821 Closed
WAM
47
Worth Asset Management
Texas
-$1.82M -73,711 Closed
WS
48
Wedbush Securities
California
-$1.56M -62,866 Closed
JIP
49
Jaffetilchin Investment Partners
Florida
-$909K -36,722 Closed
GVAG
50
Great Valley Advisor Group
Delaware
-$369K -14,924 Closed

RAAX Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q3 2022, worth a combined $71.6M — down 4.3% from $74.8M a quarter earlier.

Fund positioning in RAAX was balanced in Q3 2022: 9 funds opened new positions, 9 closed out, 16 added to existing stakes and 11 trimmed.

The largest buyer was Benedetti & Gucer, adding an estimated $4.62M. The largest seller was Lantz Financial, exiting entirely with an estimated $4.2M sold.

  • 43 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $71.6M of VanEck Inflation Allocation ETF stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 9 funds opened new VanEck Inflation Allocation ETF positions in Q3 2022 and 9 closed out, a net change of 0 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q3 2022 was Benedetti & Gucer, an estimated $4.62M added.
  • The largest VanEck Inflation Allocation ETF seller in Q3 2022 was Lantz Financial, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2022.