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VanEck Inflation Allocation ETF

39 hedge funds and large institutions have $50.3M invested in VanEck Inflation Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

8% more funds holding

Funds holding: 3639 (+3)

5% more capital invested

Capital invested by funds: $47.8M → $50.3M (+$2.56M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.9% less ownership

Funds ownership: 61.47%56.57% (-4.9%)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1
Beam Wealth Advisors
Louisiana
$14.2M +$3.66M +124,376 +33%
LPL Financial
2
LPL Financial
California
$11.8M +$1.31M +44,397 +12%
CFG
3
Copley Financial Group
California
$5.87M +$2.6M +88,410 +74%
MMA
4
Miracle Mile Advisors
California
$2.98M -$73.4K -2,494 -2%
ACM
5
Avalon Capital Management
California
$1.92M +$2M +68,132 New
EFS
6
Essex Financial Services
Connecticut
$1.76M -$34.1K -1,160 -2%
AWM
7
Austin Wealth Management
Texas
$1.57M +$388K +13,193 +33%
VF
8
Virtu Financial
New York
$1.45M +$1.52M +51,513 New
MFG
9
Magnus Financial Group
New York
$1.03M +$15.9K +539 +1%
AWS
10
Atria Wealth Solutions
New York
$945K -$88.5K -3,009 -8%
Jane Street
11
Jane Street
New York
$772K +$806K +27,398 New
CIA
12
Capital Investment Advisors
Georgia
$658K -$20.6K -700 -3%
Mariner
13
Mariner
Kansas
$614K -$26.1K -888 -4%
JSW
14
Journey Strategic Wealth
New Jersey
$582K +$107K +3,631 +21%
SPA
15
Sentinel Pension Advisors
Massachusetts
$502K -$118 -4 -0%
AAS
16
Avantax Advisory Services
Texas
$475K -$10.1K -344 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$404K -$179K -6,094 -30%
IFG
18
Independent Financial Group
California
$400K -$11.2K -380 -3%
Raymond James Financial
19
Raymond James Financial
Florida
$313K +$327K +11,111 New
SWP
20
Stratos Wealth Partners
Ohio
$306K -$23.7K -805 -7%
BCI
21
Brinker Capital Investments
Pennsylvania
$280K -$3.24M -110,116 -92%
OPS
22
Orion Portfolio Solutions
Nebraska
$280K -$3.24M -110,116 -92%
E
23
EntreWealth
Texas
$266K +$268K +9,118 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$264K -$34.3K -1,167 -11%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$225K -$8.71K -296 -4%

RAAX Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q4 2024, worth a combined $50.3M — up 5.4% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RAAX positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Beam Wealth Advisors, adding an estimated $3.66M. The largest seller was Brinker Capital Investments, cutting an estimated $3.24M.

  • 39 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $50.3M of VanEck Inflation Allocation ETF stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 10 funds opened new VanEck Inflation Allocation ETF positions in Q4 2024 and 7 closed out, a net change of +3 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q4 2024 was Beam Wealth Advisors, an estimated $3.66M added.
  • The largest VanEck Inflation Allocation ETF seller in Q4 2024 was Brinker Capital Investments, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2024.