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VanEck Inflation Allocation ETF

36 hedge funds and large institutions have $47.8M invested in VanEck Inflation Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3436 (+2)

0.8% less ownership

Funds ownership: 62.27%61.47% (-0.8%)

5% less capital invested

Capital invested by funds: $50.1M → $47.8M (-$2.32M)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
6
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1
Beam Wealth Advisors
Louisiana
$11M +$300K +10,734 +3%
LPL Financial
2
LPL Financial
California
$10.8M -$209K -7,488 -2%
BCI
3
Brinker Capital Investments
Pennsylvania
$3.47M -$1.4M -50,175 -29%
OPS
4
Orion Portfolio Solutions
Nebraska
$3.47M -$1.4M -50,175 -29%
CFG
5
Copley Financial Group
California
$3.47M +$3.35M +119,936 New
MMA
6
Miracle Mile Advisors
California
$3.13M -$6.01M -215,475 -67%
EFS
7
Essex Financial Services
Connecticut
$1.9M -$2.04K -73 -0.1%
AWM
8
Austin Wealth Management
Texas
$1.18M +$47.2K +1,692 +4%
AWS
9
Atria Wealth Solutions
New York
$1.06M -$42.1K -1,510 -4%
MFG
10
Magnus Financial Group
New York
$1.05M +$61.3K +2,196 +6%
LWM
11
Lionsbridge Wealth Management
Florida
$882K +$486K +17,418 +133%
CIA
12
Capital Investment Advisors
Georgia
$695K
Mariner
13
Mariner
Kansas
$656K +$41.2K +1,478 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$591K -$3.49K -125 -0.6%
Citadel Advisors
15
Citadel Advisors
Florida
$563K +$36.4K +1,304 +7%
SPA
16
Sentinel Pension Advisors
Massachusetts
$515K -$216K -7,732 -30%
AAS
17
Avantax Advisory Services
Texas
$498K -$6.05K -217 -1%
JSW
18
Journey Strategic Wealth
New Jersey
$492K -$2.12K -76 -0.4%
IFG
19
Independent Financial Group
California
$421K -$16.9K -605 -4%
SWP
20
Stratos Wealth Partners
Ohio
$338K -$44.4K -1,593 -12%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$312K +$294K +10,524 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$283K +$273K +9,776 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$239K -$2.43K -87 -1%
MML Investors Services
24
MML Investors Services
Massachusetts
$227K
FWP
25
FAS Wealth Partners
Kansas
$181K

RAAX Hedge Fund Activity: Q3 2024 in Review

36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q3 2024, worth a combined $47.8M — down 4.6% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RAAX positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 15 trimmed.

The largest buyer was Lionsbridge Wealth Management, adding an estimated $486K. The largest seller was Miracle Mile Advisors, cutting an estimated $6.01M.

  • 36 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $47.8M of VanEck Inflation Allocation ETF stock for Q3 2024, down 4.6% quarter-over-quarter.
  • 6 funds opened new VanEck Inflation Allocation ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q3 2024 was Lionsbridge Wealth Management, an estimated $486K added.
  • The largest VanEck Inflation Allocation ETF seller in Q3 2024 was Miracle Mile Advisors, an estimated $6.01M sold.

Based on aggregated 13F filings for Q3 2024.