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VanEck Inflation Allocation ETF

41 hedge funds and large institutions have $56.1M invested in VanEck Inflation Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $50.3M → $56.1M (+$5.74M)

5% more funds holding

Funds holding: 3941 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.13% less ownership

Funds ownership: 56.57%53.44% (-3.1%)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
13
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1
Beam Wealth Advisors
Louisiana
$16.1M +$711K +24,065 +5%
LPL Financial
2
LPL Financial
California
$14.1M +$1.36M +46,129 +11%
CFG
3
Copley Financial Group
California
$6.59M +$240K +8,123 +4%
MMA
4
Miracle Mile Advisors
California
$2.51M -$680K -23,019 -22%
ACM
5
Avalon Capital Management
California
$2.35M +$264K +8,947 +13%
EFS
6
Essex Financial Services
Connecticut
$1.89M -$7.92K -268 -0.4%
AWM
7
Austin Wealth Management
Texas
$1.85M +$244K +8,275 +16%
MFG
8
Magnus Financial Group
New York
$1.2M +$86.1K +2,915 +8%
AAS
9
Avantax Advisory Services
Texas
$1.01M +$485K +16,411 +97%
AWS
10
Atria Wealth Solutions
New York
$1.01M -$13.6K -460 -1%
E
11
EntreWealth
Texas
$706K +$416K +14,081 +154%
CIA
12
Capital Investment Advisors
Georgia
$695K -$14.8K -500 -2%
JSW
13
Journey Strategic Wealth
New Jersey
$642K +$13.6K +461 +2%
Mariner
14
Mariner
Kansas
$633K -$28.7K -971 -4%
PIWA
15
Prevail Innovative Wealth Advisors
Kansas
$617K +$599K +20,274 New
SPA
16
Sentinel Pension Advisors
Massachusetts
$523K -$18K -610 -3%
HIS
17
Harvest Investment Services
Illinois
$447K +$434K +14,694 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$437K +$738 +25 +0.2%
IFG
19
Independent Financial Group
California
$413K -$17.7K -600 -4%
AWM
20
Accurate Wealth Management
Florida
$401K +$409K +13,836 New
OP
21
ORG Partners
Indiana
$378K +$337K +11,402 +1,140%
SWP
22
Stratos Wealth Partners
Ohio
$311K -$19K -644 -6%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$265K -$19.4K -657 -7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$242K
EH
25
Equitable Holdings
New York
$231K +$224K +7,590 New

RAAX Hedge Fund Activity: Q1 2025 in Review

41 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in VanEck Inflation Allocation ETF (RAAX) for Q1 2025, worth a combined $56.1M — up 11% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RAAX positions and 7 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.36M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.45M sold.

  • 41 institutional investors held VanEck Inflation Allocation ETF (RAAX) as of Q1 2025, up from 39 in Q4 2024.
  • Funds reported $56.1M of VanEck Inflation Allocation ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 9 funds opened new VanEck Inflation Allocation ETF positions in Q1 2025 and 7 closed out, a net change of +2 holders.
  • The largest VanEck Inflation Allocation ETF buyer in Q1 2025 was LPL Financial, an estimated $1.36M added.
  • The largest VanEck Inflation Allocation ETF seller in Q1 2025 was Virtu Financial, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2025.