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VanEck Inflation Allocation ETF
RAAX

34 hedge funds and large institutions have $50.1M invested in VanEck Inflation Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 5 | Existing positions closed: 5

4.21% less ownership

Funds ownership: 66.48% → 62.27% (-4.2%)

6% less funds holding

Funds holding: 36 → 34 (-2)

10% less capital invested

Capital invested by funds: $55.9M → $50.1M (-$5.8M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
8
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWA
Beam Wealth Advisors
Louisiana
+$10.1M
2
WAM
Worth Asset Management
Texas
+$493K
3
LWM
Lionsbridge Wealth Management
Florida
+$356K
4
BCI
Brinker Capital Investments
Pennsylvania
+$280K
5
OPS
Orion Portfolio Solutions
Nebraska
+$280K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.4M
2
MMA
Miracle Mile Advisors
California
-$1.7M
3
SPL
Smart Portfolios LLC
Washington
-$1.61M
4
Jane Street
Jane Street
New York
-$712K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
26
Lindbrook Capital
California
$108K – – –
Comerica Bank
27
Comerica Bank
Texas
$32.8K -$25.1K -922 -43%
Osaic Holdings
28
Osaic Holdings
Arizona
$7.44K -$247K -9,070 -97%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$6K – – –
FMP
30
Financial Management Professionals
Texas
$3K – – –
LFG
31
Larson Financial Group
Missouri
$2.26K +$2.26K +83 New
TH
32
TCTC Holdings
Texas
$354 +$355 +13 New
Morgan Stanley
33
Morgan Stanley
New York
$32 -$218 -8 -89%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$27 – – –
Wells Fargo
35
Wells Fargo
California
$1 – – –
SPL
36
Smart Portfolios LLC
Washington
– -$1.61M -59,583 Closed
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
– -$258K -9,534 Closed
IGWM
38
ICA Group Wealth Management
Colorado
– -$59.9K -2,210 Closed
OWA
39
Opal Wealth Advisors
New York
– -$7.4K -273 Closed
NP
40
NorthRock Partners
Minnesota
– -$1.08K -40 Closed
1
2

RAAX Hedge Fund Activity: Q2 2024 in Review

34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q2 2024, worth a combined $50.1M — down 10% from $55.9M a quarter earlier.

Fund positioning in RAAX was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 15 trimmed.

The largest buyer was Beam Wealth Advisors, opening a new position worth an estimated $10.1M. The largest seller was LPL Financial, cutting an estimated $2.4M.

  • 34 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q2 2024, down from 36 in Q1 2024.
  • Funds reported $50.1M of VanEck Inflation Allocation ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 5 funds opened new VanEck Inflation Allocation ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q2 2024 was Beam Wealth Advisors, an estimated $10.1M added.
  • The largest VanEck Inflation Allocation ETF seller in Q2 2024 was LPL Financial, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2024.