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VanEck Retail ETF

50 hedge funds and large institutions have $151M invested in VanEck Retail ETF in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more funds holding

Funds holding: 3750 (+13)

31% more capital invested

Capital invested by funds: $115M → $151M (+$36M)

23.2% more ownership

Funds ownership: 53.64%76.84% (+23%)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

82% less call options, than puts

Call options by funds: $294K | Put options by funds: $1.6M

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
15
Increased
11
Reduced
17
Closed
2
Calls
$294K
Puts
$1.6M
Net Calls
-$1.3M
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$39.7M +$41.2M +539,799 New
CA
2
Commerzbank Aktiengesellschaft
Germany
$36.8M
AWM
3
Affinity Wealth Management
Delaware
$8.53M +$395K +5,167 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.51M -$1.81M -23,726 -17%
UCFA
5
United Capital Financial Advisors
Texas
$8M -$1.75M -22,861 -17%
Goldman Sachs
6
Goldman Sachs
New York
$6.62M -$458 -6 -0%
RAM
7
Riggs Asset Management
Pennsylvania
$4.85M -$39K -511 -0.8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.24M +$3.6M +47,088 +444%
Morgan Stanley
9
Morgan Stanley
New York
$4.04M +$1.3M +17,076 +45%
Citigroup
10
Citigroup
New York
$3.68M
NCM
11
Niemann Capital Management
Nevada
$3.39M -$863K -11,300 -20%
VKH
12
Virtu KCG Holdings
New York
$2.13M +$2.22M +29,034 New
CI
13
Cavalier Investments
Georgia
$2.12M +$2.2M +28,759 New
BCM
14
Barometer Capital Management
Ontario, Canada
$1.87M +$1.4M +18,300 +258%
SC
15
Scotia Capital
Ontario, Canada
$1.81M -$182K -2,378 -9%
ACM
16
Avalon Capital Management
California
$1.73M +$1.8M +23,550 New
Stifel Financial
17
Stifel Financial
Missouri
$1.62M +$175K +2,289 +12%
ACM
18
Aviance Capital Management
Florida
$1.35M +$1.4M +18,348 New
VF
19
Virtu Financial
New York
$1.24M +$876K +11,472 +213%
Citadel Advisors
20
Citadel Advisors
Florida
$1.02M +$517K +6,767 +95%
JP Morgan Chase
21
JP Morgan Chase
New York
$966K +$596K +7,803 +146%
DBIA
22
Dumont & Blake Investment Advisors
New Jersey
$872K -$31.7K -415 -3%
Jane Street
23
Jane Street
New York
$696K -$5.2M -68,134 -88%
LPL Financial
24
LPL Financial
California
$618K -$517K -6,771 -46%
Millennium Management
25
Millennium Management
New York
$470K +$488K +6,386 New

RTH Hedge Fund Activity: Q3 2015 in Review

50 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q3 2015, worth a combined $151M — up 31% from $115M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RTH positions and 2 closed out — a net gain of 13 holders — while 11 added to existing stakes and 17 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $41.2M. The largest seller was Credit Suisse, cutting an estimated $6.44M.

  • 50 institutional investors held VanEck Retail ETF (RTH) as of Q3 2015, up from 37 in Q2 2015.
  • Funds reported $151M of VanEck Retail ETF stock for Q3 2015, up 31% quarter-over-quarter.
  • 15 funds opened new VanEck Retail ETF positions in Q3 2015 and 2 closed out, a net change of +13 holders.
  • The largest VanEck Retail ETF buyer in Q3 2015 was Janney Capital Management, an estimated $41.2M added.
  • The largest VanEck Retail ETF seller in Q3 2015 was Credit Suisse, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2015.