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VanEck Inflation Allocation ETF

42 hedge funds and large institutions have $84.5M invested in VanEck Inflation Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

18% more capital invested

Capital invested by funds: $71.6M → $84.5M (+$12.9M)

7.56% more ownership

Funds ownership: 53.57%61.12% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.1M -$2.66M -107,305 -12%
BG
2
Benedetti & Gucer
Georgia
$16.9M +$75.2K +3,033 +0.4%
WP
3
WealthPLAN Partners
Nebraska
$5.71M +$5.51M +222,437 New
WIM
4
WealthPlan Investment Management
Nebraska
$5.7M -$2.38M -96,159 -30%
Mariner
5
Mariner
Kansas
$5.19M +$5.19M +209,383 New
SWP
6
Stratos Wealth Partners
Ohio
$3.63M -$113K -4,574 -3%
SPA
7
Sentinel Pension Advisors
Massachusetts
$3.12M +$148K +5,977 +5%
EFS
8
Essex Financial Services
Connecticut
$2.85M +$9.17K +370 +0.3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.66M +$122K +4,910 +5%
LIG
10
Lokken Investment Group
Delaware
$2.64M -$52.1K -2,100 -2%
LWM
11
Lionsbridge Wealth Management
Florida
$2.37M +$1.63M +65,937 +222%
AWG
12
Altus Wealth Group
Colorado
$2.13M +$2.13M +85,994 New
OPS
13
Orion Portfolio Solutions
Nebraska
$1.94M +$378K +15,252 +24%
Jane Street
14
Jane Street
New York
$1.66M +$1.28M +51,566 +336%
WAM
15
Worth Asset Management
Texas
$1.25M +$1.25M +50,507 New
AWS
16
Atria Wealth Solutions
New York
$975K -$760K -30,667 -44%
Osaic Holdings
17
Osaic Holdings
Arizona
$825K -$23.4K -943 -3%
JSW
18
Journey Strategic Wealth
New Jersey
$688K +$688K +27,755 New
AAS
19
Avantax Advisory Services
Texas
$632K +$310K +12,518 +97%
CIA
20
Capital Investment Advisors
Georgia
$631K +$119K +4,814 +23%
CAN
21
Cetera Advisor Networks
California
$570K +$104K +4,179 +22%
IFG
22
Independent Financial Group
California
$540K +$13.4K +540 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$468K -$63.8K -2,572 -12%
MML Investors Services
24
MML Investors Services
Massachusetts
$422K +$9.59K +387 +2%
MFG
25
Magnus Financial Group
New York
$323K -$47.9K -1,931 -13%

RAAX Hedge Fund Activity: Q4 2022 in Review

42 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q4 2022, worth a combined $84.5M — up 18% from $71.6M a quarter earlier.

Fund positioning in RAAX was balanced in Q4 2022: 9 funds opened new positions, 9 closed out, 17 added to existing stakes and 12 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $5.19M. The largest seller was LPL Financial, cutting an estimated $2.66M.

  • 42 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q4 2022, down from 43 in Q3 2022.
  • Funds reported $84.5M of VanEck Inflation Allocation ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 9 funds opened new VanEck Inflation Allocation ETF positions in Q4 2022 and 9 closed out, a net change of 0 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q4 2022 was Mariner, an estimated $5.19M added.
  • The largest VanEck Inflation Allocation ETF seller in Q4 2022 was LPL Financial, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.