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VanEck Inflation Allocation ETF

36 hedge funds and large institutions have $79.7M invested in VanEck Inflation Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $66.7M → $79.7M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 73.5%72.93% (-0.57%)

3% less funds holding

Funds holding: 3736 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $84K

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
8
Reduced
18
Closed
8
Calls
Puts
$84K
Net Calls
-$84K
Net Calls Change
-$84K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$15.3M +$1.1M +43,222 +8%
LPL Financial
2
LPL Financial
California
$14.9M -$2.58M -101,011 -15%
MMA
3
Miracle Mile Advisors
California
$13.6M +$13.6M +532,383 New
BG
4
Benedetti & Gucer
Georgia
$8.5M +$447K +17,513 +6%
SPA
5
Sentinel Pension Advisors
Massachusetts
$3.73M +$135K +5,295 +4%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.57M +$598K +23,399 +20%
OPS
7
Orion Portfolio Solutions
Nebraska
$3.57M +$598K +23,399 +20%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.49M +$2.49M +97,558 New
EFS
9
Essex Financial Services
Connecticut
$1.86M -$273K -10,693 -13%
SPL
10
Smart Portfolios LLC
Washington
$1.5M -$133K -5,195 -8%
SWP
11
Stratos Wealth Partners
Ohio
$1.12M -$1.21M -47,530 -52%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.11M -$12.4K -486 -1%
AWS
13
Atria Wealth Solutions
New York
$942K -$58.5K -2,288 -6%
MFG
14
Magnus Financial Group
New York
$733K +$173K +6,768 +31%
Citadel Advisors
15
Citadel Advisors
Florida
$699K +$699K +27,358 New
AWM
16
Austin Wealth Management
Texas
$673K -$21.9K -856 -3%
Mariner
17
Mariner
Kansas
$660K -$7.13K -279 -1%
AWG
18
Altus Wealth Group
Colorado
$658K +$18.1K +710 +3%
JSW
19
Journey Strategic Wealth
New Jersey
$647K +$357K +13,965 +123%
AAS
20
Avantax Advisory Services
Texas
$620K -$39.6K -1,549 -6%
CIA
21
Capital Investment Advisors
Georgia
$580K -$58.9K -2,307 -9%
Osaic Holdings
22
Osaic Holdings
Arizona
$558K -$321K -12,577 -37%
IFG
23
Independent Financial Group
California
$483K -$20.4K -800 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$241K +$241K +9,443 New
CAN
25
Cetera Advisor Networks
California
$225K -$26.4K -1,033 -11%

RAAX Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q4 2023, worth a combined $79.7M — up 20% from $66.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RAAX and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 8 added.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $13.6M. The largest seller was LPL Financial, cutting an estimated $2.58M.

  • 36 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q4 2023, down from 37 in Q3 2023.
  • Funds reported $79.7M of VanEck Inflation Allocation ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 7 funds opened new VanEck Inflation Allocation ETF positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest VanEck Inflation Allocation ETF buyer in Q4 2023 was Miracle Mile Advisors, an estimated $13.6M added.
  • The largest VanEck Inflation Allocation ETF seller in Q4 2023 was LPL Financial, an estimated $2.58M sold.

Based on aggregated 13F filings for Q4 2023.