VanEck Inflation Allocation ETF
RAAX
37 hedge funds and large institutions have $66.7M invested in VanEck Inflation Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 7 closing their positions.
16% more capital invested
Capital invested by funds: $57.3M → $66.7M (+$9.36M)
14.4% more ownership
Funds ownership: 59.1% → 73.5% (+14%)
0% more funds holding
Funds holding: 37 → 37 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$14.4M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$1.34M |
| 3 |
Jane Street
New York
|
+$439K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$384K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.03M |
| 2 |
LIG
Lokken Investment Group
Lewes,
Delaware
|
-$1.99M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.21M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$774K |
| 5 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$392K |
RAAX Hedge Fund Activity: Q3 2023 in Review
37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q3 2023, worth a combined $66.7M — up 16% from $57.3M a quarter earlier.
Fund positioning in RAAX was balanced in Q3 2023: 7 funds opened new positions, 7 closed out, 6 added to existing stakes and 19 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $14.4M. The largest seller was LPL Financial, cutting an estimated $4.03M.
- 37 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $66.7M of VanEck Inflation Allocation ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 7 funds opened new VanEck Inflation Allocation ETF positions in Q3 2023 and 7 closed out, a net change of 0 holders.
- The largest VanEck Inflation Allocation ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $14.4M added.
- The largest VanEck Inflation Allocation ETF seller in Q3 2023 was LPL Financial, an estimated $4.03M sold.
Based on aggregated 13F filings for Q3 2023.