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VanEck Inflation Allocation ETF

37 hedge funds and large institutions have $57.3M invested in VanEck Inflation Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.93% more ownership

Funds ownership: 57.17%59.1% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 4037 (-3)

19% less capital invested

Capital invested by funds: $70.8M → $57.3M (-$13.5M)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21M -$1.57M -62,489 -7%
BG
2
Benedetti & Gucer
Georgia
$7.95M -$774K -30,883 -9%
SPA
3
Sentinel Pension Advisors
Massachusetts
$3.57M +$147K +5,856 +4%
SWP
4
Stratos Wealth Partners
Ohio
$3.45M +$433K +17,281 +14%
BCI
5
Brinker Capital Investments
Pennsylvania
$2.55M +$643K +25,666 +34%
OPS
6
Orion Portfolio Solutions
Nebraska
$2.55M +$643K +25,666 +34%
EFS
7
Essex Financial Services
Connecticut
$2.46M -$437K -17,429 -15%
LIG
8
Lokken Investment Group
Delaware
$1.99M -$737K -29,407 -27%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.84M -$495K -19,753 -21%
SPL
10
Smart Portfolios LLC
Washington
$1.64M +$1.65M +65,702 New
AWS
11
Atria Wealth Solutions
New York
$991K -$17.7K -705 -2%
Mariner
12
Mariner
Kansas
$716K -$3.63M -144,786 -83%
AAS
13
Avantax Advisory Services
Texas
$667K -$49.5K -1,976 -7%
CIA
14
Capital Investment Advisors
Georgia
$650K +$7.34K +293 +1%
AWG
15
Altus Wealth Group
Colorado
$645K +$16.2K +646 +3%
Jane Street
16
Jane Street
New York
$635K +$350K +13,985 +122%
IFG
17
Independent Financial Group
California
$515K -$21.3K -850 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$489K -$312K -12,448 -39%
MFG
19
Magnus Financial Group
New York
$479K +$94.7K +3,780 +25%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$377K +$378K +15,092 New
CPRC
21
Consolidated Portfolio Review Corp
New York
$374K -$15.2K -606 -4%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$328K +$20.6K +824 +7%
MML Investors Services
23
MML Investors Services
Massachusetts
$283K -$76.2K -3,042 -21%
CAN
24
Cetera Advisor Networks
California
$264K -$263K -10,492 -50%
FWP
25
FAS Wealth Partners
Kansas
$207K -$4.43K -177 -2%

RAAX Hedge Fund Activity: Q2 2023 in Review

37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q2 2023, worth a combined $57.3M — down 19% from $70.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RAAX and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 11 added.

The largest buyer was Smart Portfolios LLC, opening a new position worth an estimated $1.65M. The largest seller was Mariner, cutting an estimated $3.63M.

  • 37 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q2 2023, down from 40 in Q1 2023.
  • Funds reported $57.3M of VanEck Inflation Allocation ETF stock for Q2 2023, down 19% quarter-over-quarter.
  • 4 funds opened new VanEck Inflation Allocation ETF positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q2 2023 was Smart Portfolios LLC, an estimated $1.65M added.
  • The largest VanEck Inflation Allocation ETF seller in Q2 2023 was Mariner, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2023.