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VanEck Inflation Allocation ETF

82 hedge funds and large institutions have $177M invested in VanEck Inflation Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

63% more capital invested

Capital invested by funds: $109M → $177M (+$68.8M)

28% more funds holding

Funds holding: 6482 (+18)

3.43% more ownership

Funds ownership: 66%69.43% (+3.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
+18
Holders Change %
+28.13%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
39
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$63.1M +$21.6M +615,623 +52%
BWA
2
Beam Wealth Advisors
Louisiana
$25.6M +$1.1M +31,359 +4%
AssetMark Inc
3
AssetMark Inc
California
$12.6M +$12.6M +359,627 +35,258%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.54M +$7.57M +215,922 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$6.76M +$6.78M +193,407 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.03M +$3.97M +113,131 +4,936%
EFL
7
ERn Financial LLC
Wisconsin
$3.44M +$3.45M +98,341 New
ACM
8
Avalon Capital Management
California
$3.1M +$164K +4,672 +6%
MMA
9
Miracle Mile Advisors
California
$2.8M +$3.89K +111 +0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.66M +$446K +12,712 +20%
CP
11
Castleview Partners
Texas
$2.61M +$2.62M +74,613 New
AWM
12
Austin Wealth Management
Texas
$2.51M +$92.1K +2,626 +4%
BCA
13
Bay Colony Advisors
Massachusetts
$2.42M +$804K +22,921 +49%
EFS
14
Essex Financial Services
Connecticut
$2.16M +$1.33K +38 +0.1%
Jane Street
15
Jane Street
New York
$1.73M +$774K +22,074 +80%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.73M +$655K +18,685 +61%
MFG
17
Magnus Financial Group
New York
$1.69M +$69.9K +1,994 +4%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$1.58M +$1.58M +45,143 New
AWM
19
Accurate Wealth Management
Florida
$1.57M +$236K +6,742 +18%
NRC
20
New Republic Capital
North Carolina
$1.54M +$930K +26,515 +152%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$1.4M +$1.41M +40,144 New
PWP
22
Principle Wealth Partners
Connecticut
$1.33M +$1.07M +30,498 +402%
E
23
EntreWealth
Texas
$1.29M +$128K +3,643 +12%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$1.25M +$1.24M +35,230 New
CWM
25
Cornerstone Wealth Management
Missouri
$1.21M +$185K +5,286 +18%