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VanEck Inflation Allocation ETF

39 hedge funds and large institutions have $50.3M invested in VanEck Inflation Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

8% more funds holding

Funds holding: 3639 (+3)

5% more capital invested

Capital invested by funds: $47.8M → $50.3M (+$2.56M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.9% less ownership

Funds ownership: 61.47%56.57% (-4.9%)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
26
FAS Wealth Partners
Kansas
$180K +$3.68K +125 +2%
HI
27
Harbour Investments
Wisconsin
$136K -$2.71K -92 -2%
Comerica Bank
28
Comerica Bank
Texas
$33.9K
OP
29
ORG Partners
Indiana
$28.2K +$29.4K +1,000 New
Morgan Stanley
30
Morgan Stanley
New York
$22.4K +$23.3K +793 +79,300%
PTC
31
Private Trust Company
Ohio
$21.5K +$22.4K +763 New
PS
32
Principal Securities
Iowa
$9.39K +$9.8K +333 New
Osaic Holdings
33
Osaic Holdings
Arizona
$7.74K +$29 +1 +0.4%
FMP
34
Financial Management Professionals
Texas
$2.82K
LFG
35
Larson Financial Group
Missouri
$2.38K +$59 +2 +2%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.07K +$530 +18 +90%
KWM
37
Kiker Wealth Management
Georgia
$832 +$883 +30 New
TH
38
TCTC Holdings
Texas
$366
Wells Fargo
39
Wells Fargo
California
$25 +$29 +1 New
LWM
40
Lionsbridge Wealth Management
Florida
-$882K -30,467 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$563K -19,469 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$283K -9,776 Closed
MML Investors Services
43
MML Investors Services
Massachusetts
-$227K -7,860 Closed
UBS Group
44
UBS Group
Switzerland
-$145K -5,016 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$2K -69 Closed
JIP
46
Jaffetilchin Investment Partners
Florida
-$755 -26 Closed

RAAX Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q4 2024, worth a combined $50.3M — up 5.4% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RAAX positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Beam Wealth Advisors, adding an estimated $3.66M. The largest seller was Brinker Capital Investments, cutting an estimated $3.24M.

  • 39 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $50.3M of VanEck Inflation Allocation ETF stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 10 funds opened new VanEck Inflation Allocation ETF positions in Q4 2024 and 7 closed out, a net change of +3 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q4 2024 was Beam Wealth Advisors, an estimated $3.66M added.
  • The largest VanEck Inflation Allocation ETF seller in Q4 2024 was Brinker Capital Investments, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2024.