We are live on ! Find out more
RAAX icon

VanEck Inflation Allocation ETF

40 hedge funds and large institutions have $70.8M invested in VanEck Inflation Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.95% less ownership

Funds ownership: 61.12%57.17% (-4%)

5% less funds holding

Funds holding: 4240 (-2)

16% less capital invested

Capital invested by funds: $84.5M → $70.8M (-$13.7M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.8M +$3.35M +132,652 +17%
BG
2
Benedetti & Gucer
Georgia
$8.81M -$8.43M -334,118 -49%
Mariner
3
Mariner
Kansas
$4.38M -$908K -35,963 -17%
WP
4
WealthPLAN Partners
Nebraska
$3.62M -$2M -79,226 -36%
SPA
5
Sentinel Pension Advisors
Massachusetts
$3.51M +$283K +11,218 +9%
SWP
6
Stratos Wealth Partners
Ohio
$3.05M -$652K -25,825 -18%
EFS
7
Essex Financial Services
Connecticut
$2.93M +$29K +1,149 +1%
LIG
8
Lokken Investment Group
Delaware
$2.75M +$66.5K +2,633 +2%
LWM
9
Lionsbridge Wealth Management
Florida
$2.37M -$43K -1,705 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.36M -$342K -13,567 -13%
OPS
11
Orion Portfolio Solutions
Nebraska
$1.92M -$54.8K -2,172 -3%
BCI
12
Brinker Capital Investments
Pennsylvania
$1.92M +$1.92M +76,200 New
WIM
13
WealthPlan Investment Management
Nebraska
$1.87M -$3.75M -148,458 -67%
AWS
14
Atria Wealth Solutions
New York
$1.02M +$27K +1,071 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$808K -$31.4K -1,243 -4%
AAS
16
Avantax Advisory Services
Texas
$724K +$80.7K +3,197 +13%
CIA
17
Capital Investment Advisors
Georgia
$649K +$6.94K +275 +1%
AWG
18
Altus Wealth Group
Colorado
$636K -$1.54M -60,820 -71%
IFG
19
Independent Financial Group
California
$542K -$8.2K -325 -1%
CAN
20
Cetera Advisor Networks
California
$532K -$48.4K -1,918 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$399K -$77.5K -3,070 -16%
CPRC
22
Consolidated Portfolio Review Corp
New York
$393K +$393K +15,578 New
MFG
23
Magnus Financial Group
New York
$389K +$59.7K +2,365 +18%
MML Investors Services
24
MML Investors Services
Massachusetts
$362K -$67K -2,653 -16%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$311K +$24.2K +958 +8%

RAAX Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q1 2023, worth a combined $70.8M — down 16% from $84.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RAAX and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was LPL Financial, adding an estimated $3.35M. The largest seller was Benedetti & Gucer, cutting an estimated $8.43M.

  • 40 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q1 2023, down from 42 in Q4 2022.
  • Funds reported $70.8M of VanEck Inflation Allocation ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 6 funds opened new VanEck Inflation Allocation ETF positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q1 2023 was LPL Financial, an estimated $3.35M added.
  • The largest VanEck Inflation Allocation ETF seller in Q1 2023 was Benedetti & Gucer, an estimated $8.43M sold.

Based on aggregated 13F filings for Q1 2023.