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VanEck Inflation Allocation ETF

42 hedge funds and large institutions have $84.5M invested in VanEck Inflation Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

18% more capital invested

Capital invested by funds: $71.6M → $84.5M (+$12.9M)

7.56% more ownership

Funds ownership: 53.57%61.12% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$2.48K +100 +0.9%
CA
27
Cetera Advisors
Colorado
$227K -$14.2K -571 -6%
FWP
28
FAS Wealth Partners
Kansas
$209K +$94K +3,790 +82%
HI
29
Harbour Investments
Wisconsin
$173K +$22.3K +899 +15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$161K -$766K -30,891 -83%
LC
31
Lindbrook Capital
California
$98.7K
MCC
32
Money Concepts Capital
Florida
$79.7K +$79.6K +3,212 New
IFA
33
Interactive Financial Advisors
Illinois
$70.6K
CWC
34
Carolinas Wealth Consulting
North Carolina
$68.4K +$68.2K +2,751 New
IA
35
IFP Advisors
Florida
$53K
RIA
36
Realta Investment Advisors
Delaware
$47.1K +$719 +29 +2%
UBS Group
37
UBS Group
Switzerland
$34.9K +$4.39K +177 +14%
PTC
38
Private Trust Company
Ohio
$18K -$2.83K -114 -13%
Morgan Stanley
39
Morgan Stanley
New York
$12.1K +$12K +486 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$7.44K +$7.44K +300 New
FMP
41
Financial Management Professionals
Texas
$2K
Wells Fargo
42
Wells Fargo
California
$75 -$3.74K -151 -98%
DC
43
DeDora Capital
California
-$1.48M -64,978 Closed
MC
44
Moors & Cabot
Massachusetts
-$434K -19,099 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$402K -17,668 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$390K -17,139 Closed
CW
47
CreativeOne Wealth
Kansas
-$310K -13,648 Closed
CA
48
Claro Advisors
Massachusetts
-$243K -9,820 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
-$88K -3,855 Closed
FA
50
Flagstar Advisors
New York
-$80.9K -3,558 Closed

RAAX Hedge Fund Activity: Q4 2022 in Review

42 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q4 2022, worth a combined $84.5M — up 18% from $71.6M a quarter earlier.

Fund positioning in RAAX was balanced in Q4 2022: 9 funds opened new positions, 9 closed out, 17 added to existing stakes and 12 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $5.19M. The largest seller was LPL Financial, cutting an estimated $2.66M.

  • 42 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q4 2022, down from 43 in Q3 2022.
  • Funds reported $84.5M of VanEck Inflation Allocation ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 9 funds opened new VanEck Inflation Allocation ETF positions in Q4 2022 and 9 closed out, a net change of 0 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q4 2022 was Mariner, an estimated $5.19M added.
  • The largest VanEck Inflation Allocation ETF seller in Q4 2022 was LPL Financial, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.