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VanEck Inflation Allocation ETF

36 hedge funds and large institutions have $55.9M invested in VanEck Inflation Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3636 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

6.45% less ownership

Funds ownership: 72.93%66.48% (-6.4%)

30% less capital invested

Capital invested by funds: $79.7M → $55.9M (-$23.8M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
36
Holders Change
Holders Change %
0%
% 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
5
Increased
7
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.7M -$2.91M -114,269 -20%
MMA
2
Miracle Mile Advisors
California
$10.5M -$3.73M -146,364 -27%
BG
3
Benedetti & Gucer
Georgia
$9.73M +$666K +26,149 +8%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.34M +$507K +19,916 +14%
OPS
5
Orion Portfolio Solutions
Nebraska
$4.34M +$507K +19,916 +14%
SPL
6
Smart Portfolios LLC
Washington
$1.61M -$9.19K -361 -0.6%
EFS
7
Essex Financial Services
Connecticut
$1.55M -$397K -15,608 -21%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.1M -$71.7K -2,815 -6%
Jane Street
9
Jane Street
New York
$1.01M +$951K +37,341 New
AWM
10
Austin Wealth Management
Texas
$960K +$209K +8,216 +31%
AWS
11
Atria Wealth Solutions
New York
$952K -$44.4K -1,742 -5%
MFG
12
Magnus Financial Group
New York
$831K +$49.9K +1,961 +7%
SPA
13
Sentinel Pension Advisors
Massachusetts
$735K -$3.03M -118,861 -81%
CIA
14
Capital Investment Advisors
Georgia
$664K +$45.4K +1,785 +8%
SWP
15
Stratos Wealth Partners
Ohio
$663K -$490K -19,261 -44%
Citadel Advisors
16
Citadel Advisors
Florida
$590K -$143K -5,601 -20%
Mariner
17
Mariner
Kansas
$587K -$107K -4,192 -16%
AAS
18
Avantax Advisory Services
Texas
$488K -$159K -6,259 -26%
JSW
19
Journey Strategic Wealth
New Jersey
$451K -$222K -8,710 -34%
IFG
20
Independent Financial Group
California
$411K -$95K -3,730 -20%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$258K -$15.1M -591,162 -98%
Osaic Holdings
22
Osaic Holdings
Arizona
$253K -$318K -12,501 -57%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$238K +$224K +8,779 New
MML Investors Services
24
MML Investors Services
Massachusetts
$213K -$16.2K -636 -7%
CAN
25
Cetera Advisor Networks
California
$203K -$32.9K -1,292 -15%

RAAX Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q1 2024, worth a combined $55.9M — down 30% from $79.7M a quarter earlier.

Fund positioning in RAAX was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $951K. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $15.1M.

  • 36 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $55.9M of VanEck Inflation Allocation ETF stock for Q1 2024, down 30% quarter-over-quarter.
  • 5 funds opened new VanEck Inflation Allocation ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q1 2024 was Jane Street, an estimated $951K added.
  • The largest VanEck Inflation Allocation ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2024.