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VanEck Retail ETF

12 hedge funds and large institutions have $35M invested in VanEck Retail ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less capital invested

Capital invested by funds: $40.3M → $35M (-$5.29M)

29% less funds holding

Funds holding: 1712 (-5)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

38% less call options, than puts

Call options by funds: $237K | Put options by funds: $385K

48.11% less ownership

Funds ownership: 161.57%113.45% (-48%)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
12
Holders Change
-5
Holders Change %
-29.41%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
3
Closed
8
Calls
$237K
Puts
$385K
Net Calls
-$148K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$11.9M +$6.89K +117 +0.1%
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
Morgan Stanley
3
Morgan Stanley
New York
$9.8M +$9.66M +164,139 +15,269%
TH
4
Timber Hill
Connecticut
$967K +$960K +16,311 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$507K +$504K +8,559 New
CS
6
Credit Suisse
Switzerland
$252K -$1.15M -19,617 -82%
U
7
UBS
Switzerland
$154K -$24.8K -421 -14%
Creative Planning
8
Creative Planning
Kansas
$119K
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$51K +$50.5K +858 New
AIG
10
American International Group
New York
$29.6K
Bank of America
11
Bank of America
North Carolina
$15K
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$5.16K -$789K -13,400 -99%
Deutsche Bank
13
Deutsche Bank
Germany
-$11.9M -200,700 Closed
JG
14
Jefferies Group
New York
-$1.49M -25,000 Closed
VKH
15
Virtu KCG Holdings
New York
-$650K -10,947 Closed
ASN
16
Advisory Services Network
Georgia
-$282K -4,741 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
-$151K -2,543 Closed
Walleye Trading
18
Walleye Trading
New York
-$47 -799 Closed
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
-$30K -500 Closed
Ameriprise
20
Ameriprise
Minnesota
-$25K -425 Closed

RTH Hedge Fund Activity: Q2 2014 in Review

12 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q2 2014, worth a combined $35M — down 13% from $40.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RTH and 3 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Morgan Stanley, adding an estimated $9.66M. The largest seller was Deutsche Bank, exiting entirely with an estimated $11.9M sold.

  • 12 institutional investors held VanEck Retail ETF (RTH) as of Q2 2014, down from 17 in Q1 2014.
  • Funds reported $35M of VanEck Retail ETF stock for Q2 2014, down 13% quarter-over-quarter.
  • 3 funds opened new VanEck Retail ETF positions in Q2 2014 and 8 closed out, a net change of -5 holders.
  • The largest VanEck Retail ETF buyer in Q2 2014 was Morgan Stanley, an estimated $9.66M added.
  • The largest VanEck Retail ETF seller in Q2 2014 was Deutsche Bank, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2014.