We are live on ! Find out more
RAAX icon

VanEck Inflation Allocation ETF

34 hedge funds and large institutions have $50.1M invested in VanEck Inflation Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

4.21% less ownership

Funds ownership: 66.48%62.27% (-4.2%)

6% less funds holding

Funds holding: 3634 (-2)

10% less capital invested

Capital invested by funds: $55.9M → $50.1M (-$5.8M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.4M -$2.4M -87,947 -19%
BWA
2
Beam Wealth Advisors
Louisiana
$10.1M +$10.1M +369,062 New
MMA
3
Miracle Mile Advisors
California
$8.82M -$1.7M -62,400 -16%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.64M +$280K +10,265 +6%
OPS
5
Orion Portfolio Solutions
Nebraska
$4.64M +$280K +10,265 +6%
EFS
6
Essex Financial Services
Connecticut
$1.74M +$182K +6,655 +12%
AWM
7
Austin Wealth Management
Texas
$1.07M +$100K +3,667 +11%
AWS
8
Atria Wealth Solutions
New York
$1.04M +$79.6K +2,919 +8%
MFG
9
Magnus Financial Group
New York
$924K +$89.2K +3,269 +11%
SPA
10
Sentinel Pension Advisors
Massachusetts
$696K -$43.8K -1,607 -6%
CIA
11
Capital Investment Advisors
Georgia
$655K -$13.1K -480 -2%
Mariner
12
Mariner
Kansas
$578K -$12.3K -452 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$560K -$544K -19,950 -49%
Citadel Advisors
14
Citadel Advisors
Florida
$495K -$98K -3,592 -17%
WAM
15
Worth Asset Management
Texas
$492K +$493K +18,068 New
AAS
16
Avantax Advisory Services
Texas
$475K -$16.1K -592 -3%
JSW
17
Journey Strategic Wealth
New Jersey
$465K +$12K +439 +3%
IFG
18
Independent Financial Group
California
$413K
SWP
19
Stratos Wealth Partners
Ohio
$362K -$305K -11,197 -46%
LWM
20
Lionsbridge Wealth Management
Florida
$356K +$356K +13,049 New
Jane Street
21
Jane Street
New York
$306K -$712K -26,118 -70%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$228K -$11.6K -427 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$214K
FWP
24
FAS Wealth Partners
Kansas
$170K +$55.8K +2,045 +49%
HI
25
Harbour Investments
Wisconsin
$160K -$20.4K -747 -11%

RAAX Hedge Fund Activity: Q2 2024 in Review

34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q2 2024, worth a combined $50.1M — down 10% from $55.9M a quarter earlier.

Fund positioning in RAAX was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 15 trimmed.

The largest buyer was Beam Wealth Advisors, opening a new position worth an estimated $10.1M. The largest seller was LPL Financial, cutting an estimated $2.4M.

  • 34 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q2 2024, down from 36 in Q1 2024.
  • Funds reported $50.1M of VanEck Inflation Allocation ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 5 funds opened new VanEck Inflation Allocation ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q2 2024 was Beam Wealth Advisors, an estimated $10.1M added.
  • The largest VanEck Inflation Allocation ETF seller in Q2 2024 was LPL Financial, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2024.