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VanEck Inflation Allocation ETF

40 hedge funds and large institutions have $70.8M invested in VanEck Inflation Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.95% less ownership

Funds ownership: 61.12%57.17% (-4%)

5% less funds holding

Funds holding: 4240 (-2)

16% less capital invested

Capital invested by funds: $84.5M → $70.8M (-$13.7M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$289K -$1.4M -55,484 -83%
Citadel Advisors
27
Citadel Advisors
Florida
$285K +$284K +11,271 New
LSA
28
Lion Street Advisors
Texas
$268K +$268K +10,632 New
FWP
29
FAS Wealth Partners
Kansas
$213K +$833 +33 +0.4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$193K +$27.8K +1,100 +17%
HI
31
Harbour Investments
Wisconsin
$174K -$2.52K -100 -1%
LC
32
Lindbrook Capital
California
$100K
JP Morgan Chase
33
JP Morgan Chase
New York
$67K +$66.8K +2,646 New
CWC
34
Carolinas Wealth Consulting
North Carolina
$56.7K -$12.7K -505 -18%
UBS Group
35
UBS Group
Switzerland
$55.2K +$19.7K +780 +55%
PTC
36
Private Trust Company
Ohio
$18.5K
IA
37
IFP Advisors
Florida
$13.8K -$37.9K -1,500 -74%
FMP
38
Financial Management Professionals
Texas
$3K
Wells Fargo
39
Wells Fargo
California
$53 -$25 -1 -33%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$25 +$25 +1 New
WAM
41
Worth Asset Management
Texas
-$1.25M -50,507 Closed
JSW
42
Journey Strategic Wealth
New Jersey
-$688K -27,755 Closed
CA
43
Cetera Advisors
Colorado
-$227K -9,172 Closed
MCC
44
Money Concepts Capital
Florida
-$79.7K -3,212 Closed
IFA
45
Interactive Financial Advisors
Illinois
-$70.6K -2,847 Closed
RIA
46
Realta Investment Advisors
Delaware
-$47.1K -1,900 Closed
Morgan Stanley
47
Morgan Stanley
New York
-$12.1K -486 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
-$7.44K -300 Closed

RAAX Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q1 2023, worth a combined $70.8M — down 16% from $84.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RAAX and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was LPL Financial, adding an estimated $3.35M. The largest seller was Benedetti & Gucer, cutting an estimated $8.43M.

  • 40 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q1 2023, down from 42 in Q4 2022.
  • Funds reported $70.8M of VanEck Inflation Allocation ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 6 funds opened new VanEck Inflation Allocation ETF positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q1 2023 was LPL Financial, an estimated $3.35M added.
  • The largest VanEck Inflation Allocation ETF seller in Q1 2023 was Benedetti & Gucer, an estimated $8.43M sold.

Based on aggregated 13F filings for Q1 2023.