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VanEck Inflation Allocation ETF

43 hedge funds and large institutions have $74.8M invested in VanEck Inflation Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

344% more capital invested

Capital invested by funds: $16.9M → $74.8M (+$57.9M)

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

65% more funds holding

Funds holding: 2643 (+17)

25.47% more ownership

Funds ownership: 23.05%48.52% (+25%)

Holders
43
Holders Change
+17
Holders Change %
+65.38%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
14
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.9M +$26.3M +966,165 New
BG
2
Benedetti & Gucer
Georgia
$12.2M +$13.4M +491,968 New
LF
3
Lantz Financial
Illinois
$4.2M +$4.62M +169,696 New
Jane Street
4
Jane Street
New York
$3.33M +$2.74M +100,724 +296%
SPA
5
Sentinel Pension Advisors
Massachusetts
$2.79M +$3.06M +112,556 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.72M +$2.36M +86,570 +372%
EFS
7
Essex Financial Services
Connecticut
$2.71M +$1.85M +68,121 +164%
LIG
8
Lokken Investment Group
Delaware
$2.71M +$26K +956 +0.9%
CPFP
9
Clear Perspectives Financial Planning
Ohio
$2.42M +$1.04M +38,176 +64%
WAM
10
Worth Asset Management
Texas
$1.82M +$2.01M +73,711 New
DC
11
DeDora Capital
California
$1.62M +$1.78M +65,344 New
WS
12
Wedbush Securities
California
$1.56M -$244K -8,951 -12%
AWS
13
Atria Wealth Solutions
New York
$1.38M +$1.51M +55,577 New
MIAN
14
Mariner Independent Advisor Network
Kansas
$1.32M +$1.49M +54,793 New
OPS
15
Orion Portfolio Solutions
Nebraska
$1.17M +$319K +11,718 +33%
AAS
16
Avantax Advisory Services
Texas
$1.05M +$393K +14,457 +52%
JIP
17
Jaffetilchin Investment Partners
Florida
$909K -$21K -770 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$877K +$358K +13,150 +59%
LWM
19
Lionsbridge Wealth Management
Florida
$705K +$776K +28,523 New
CIA
20
Capital Investment Advisors
Georgia
$535K -$209K -7,683 -26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$499K +$192K +7,049 +54%
IFG
22
Independent Financial Group
California
$433K +$163K +6,005 +52%
MML Investors Services
23
MML Investors Services
Massachusetts
$393K +$432K +15,867 New
CW
24
CreativeOne Wealth
Kansas
$389K +$428K +15,723 New
CAN
25
Cetera Advisor Networks
California
$374K +$412K +15,127 New

RAAX Hedge Fund Activity: Q2 2022 in Review

43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q2 2022, worth a combined $74.8M — up 344% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RAAX positions and 3 closed out — a net gain of 17 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $26.3M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $305K sold.

  • 43 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q2 2022, up from 26 in Q1 2022.
  • Funds reported $74.8M of VanEck Inflation Allocation ETF stock for Q2 2022, up 344% quarter-over-quarter.
  • 20 funds opened new VanEck Inflation Allocation ETF positions in Q2 2022 and 3 closed out, a net change of +17 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q2 2022 was LPL Financial, an estimated $26.3M added.
  • The largest VanEck Inflation Allocation ETF seller in Q2 2022 was Cresset Asset Management, an estimated $305K sold.

Based on aggregated 13F filings for Q2 2022.