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VanEck Inflation Allocation ETF

43 hedge funds and large institutions have $71.6M invested in VanEck Inflation Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

5.05% more ownership

Funds ownership: 48.52%53.57% (+5%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less capital invested

Capital invested by funds: $74.8M → $71.6M (-$3.22M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
16
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.9M -$2.18M -88,893 -9%
BG
2
Benedetti & Gucer
Georgia
$15.5M +$4.62M +188,205 +38%
WIM
3
WealthPlan Investment Management
Nebraska
$7.98M +$7.82M +318,537 New
SWP
4
Stratos Wealth Partners
Ohio
$3.43M +$3.71M +151,035 New
SPA
5
Sentinel Pension Advisors
Massachusetts
$2.72M +$179K +7,275 +6%
EFS
6
Essex Financial Services
Connecticut
$2.6M +$119K +4,841 +4%
LIG
7
Lokken Investment Group
Delaware
$2.47M -$23.6K -961 -0.9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.32M -$188K -7,659 -7%
AWS
9
Atria Wealth Solutions
New York
$1.59M +$353K +14,384 +26%
DC
10
DeDora Capital
California
$1.48M -$8.98K -366 -0.6%
MIAN
11
Mariner Independent Advisor Network
Kansas
$1.45M +$223K +9,075 +17%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.44M +$385K +15,669 +33%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$850K +$758K +30,901 +476%
Osaic Holdings
14
Osaic Holdings
Arizona
$777K -$30.1K -1,226 -3%
LWM
15
Lionsbridge Wealth Management
Florida
$674K +$28.3K +1,152 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$487K +$31.4K +1,280 +6%
IFG
17
Independent Financial Group
California
$483K +$91.8K +3,740 +21%
CIA
18
Capital Investment Advisors
Georgia
$468K -$25K -1,019 -5%
MC
19
Moors & Cabot
Massachusetts
$434K +$113K +4,603 +32%
CAN
20
Cetera Advisor Networks
California
$427K +$90.1K +3,670 +24%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$402K +$434K +17,668 New
Citadel Advisors
22
Citadel Advisors
Florida
$390K +$421K +17,139 New
MML Investors Services
23
MML Investors Services
Massachusetts
$378K +$18.3K +745 +5%
Jane Street
24
Jane Street
New York
$349K -$2.93M -119,374 -89%
MFG
25
Magnus Financial Group
New York
$340K +$146K +5,956 +66%

RAAX Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q3 2022, worth a combined $71.6M — down 4.3% from $74.8M a quarter earlier.

Fund positioning in RAAX was balanced in Q3 2022: 9 funds opened new positions, 9 closed out, 16 added to existing stakes and 11 trimmed.

The largest buyer was Benedetti & Gucer, adding an estimated $4.62M. The largest seller was Lantz Financial, exiting entirely with an estimated $4.2M sold.

  • 43 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $71.6M of VanEck Inflation Allocation ETF stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 9 funds opened new VanEck Inflation Allocation ETF positions in Q3 2022 and 9 closed out, a net change of 0 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q3 2022 was Benedetti & Gucer, an estimated $4.62M added.
  • The largest VanEck Inflation Allocation ETF seller in Q3 2022 was Lantz Financial, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2022.