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VanEck Retail ETF
RTH

69 hedge funds and large institutions have $63.3M invested in VanEck Retail ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

19% more funds holding

Funds holding: 58 → 69 (+11)

5.69% less ownership

Funds ownership: 34.5% → 28.81% (-5.7%)

17% less capital invested

Capital invested by funds: $76.7M → $63.3M (-$13.3M)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
14
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$1.68M
2
PAS
Park Avenue Securities
New York
+$1.51M
3
Creative Planning
Creative Planning
Kansas
+$1.45M
4
LPL Financial
LPL Financial
California
+$1.15M
5
OMC
Old Mission Capital
Illinois
+$886K

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.91M
3
Goldman Sachs
Goldman Sachs
New York
-$3.97M
4
ASN
Advisory Services Network
Georgia
-$1.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
51
Valley Wealth Managers
New Jersey
$71.5K +$71.8K +319 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$58.7K – – –
USB
53
Union Savings Bank
Connecticut
$44.8K – – –
PS
54
Principal Securities
Iowa
$33.6K – – –
Simplex Trading
55
Simplex Trading
Illinois
$21K -$79.4K -353 -79%
CFGS
56
Concourse Financial Group Securities
Alabama
$16.9K – – –
NA
57
NewEdge Advisors
Louisiana
$15.2K – – –
CA
58
Continuum Advisory
Idaho
$10.2K – – –
CAL
59
Capital Analysts LLC
Pennsylvania
$9K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$5.16K – – –
IA
62
IFP Advisors
Florida
$3.81K – – –
CPBTD
63
Central Pacific Bank - Trust Division
Hawaii
$2.02K – – –
GSWM
64
Golden State Wealth Management
California
$1.34K +$1.35K +6 New
LFG
65
Larson Financial Group
Missouri
$1.16K – – –
GRP
66
Global Retirement Partners
California
$1.13K – – –
LC
67
Luminist Capital
Michigan
$673 +$675 +3 New
SS
68
SBI Securities
Japan
$673 +$675 +3 New
HNB
69
Huntington National Bank
Ohio
$224 – – –
MCM
70
MAI Capital Management
Ohio
$142 +$225 +1 New
Wells Fargo
71
Wells Fargo
California
$23 -$3.15K -14 Closed
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
– -$11.1M -50,846 Closed
ASN
73
Advisory Services Network
Georgia
– -$1.58M -7,669 Closed
CI
74
CX Institutional
Indiana
– -$377K -1,728 Closed
NS
75
NBC Securities
Alabama
– -$153K -705 Closed
1 2
3
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RTH Hedge Fund Activity: Q4 2024 in Review

69 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q4 2024, worth a combined $63.3M — down 17% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RTH positions and 6 closed out — a net gain of 12 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $1.68M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $11.1M sold.

  • 69 institutional investors held VanEck Retail ETF (RTH) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $63.3M of VanEck Retail ETF stock for Q4 2024, down 17% quarter-over-quarter.
  • 18 funds opened new VanEck Retail ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest VanEck Retail ETF buyer in Q4 2024 was Modern Wealth Management, an estimated $1.68M added.
  • The largest VanEck Retail ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.