VanEck Inflation Allocation ETF
RAAX
5 hedge funds and large institutions have $11.7M invested in VanEck Inflation Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
38% more capital invested
Capital invested by funds: $8.48M → $11.7M (+$3.23M)
25% more funds holding
Funds holding: 4 → 5 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3.94% less ownership
Funds ownership: 52.59% → 48.65% (-3.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Denver PWM
Denver,
Colorado
|
+$3.27M |
| 2 |
Jane Street
New York
|
+$279K |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$27.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$978K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$654K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthSource Partners
San Luis Obispo,
California
| $6.73M | -$978K | -39,158 | -13% |
|
|
DP
2
Denver PWM
Denver,
Colorado
| $3.35M | +$3.27M | +130,833 | New |
|
|
CWG
3
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.08M | +$1.07M | +42,795 | New |
|
|
4
Jane Street
New York
| $524K | +$279K | +11,171 | +116% |
|
|
DWM
5
Destination Wealth Management
Walnut Creek,
California
| $28K | +$27.6K | +1,106 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$654K | -26,361 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$1K | -60 | Closed |
|
RAAX Hedge Fund Activity: Q1 2019 in Review
5 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q1 2019, worth a combined $11.7M — up 38% from $8.48M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RAAX positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Denver PWM, opening a new position worth an estimated $3.27M. The largest seller was WealthSource Partners, cutting an estimated $978K.
- 5 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q1 2019, up from 4 in Q4 2018.
- Funds reported $11.7M of VanEck Inflation Allocation ETF stock for Q1 2019, up 38% quarter-over-quarter.
- 3 funds opened new VanEck Inflation Allocation ETF positions in Q1 2019 and 2 closed out, a net change of +1 holder.
- The largest VanEck Inflation Allocation ETF buyer in Q1 2019 was Denver PWM, an estimated $3.27M added.
- The largest VanEck Inflation Allocation ETF seller in Q1 2019 was WealthSource Partners, an estimated $978K sold.
Based on aggregated 13F filings for Q1 2019.