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VanEck Retail ETF

38 hedge funds and large institutions have $64M invested in VanEck Retail ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20.73% less ownership

Funds ownership: 66.17%45.44% (-21%)

21% less funds holding

Funds holding: 4838 (-10)

37% less capital invested

Capital invested by funds: $101M → $64M (-$37.4M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
38
Holders Change
-10
Holders Change %
-20.83%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
11
Reduced
10
Closed
21
Calls
$637K
Puts
Net Calls
+$637K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Affinity Wealth Management
Delaware
$18.5M +$1.22M +16,597 +7%
Goldman Sachs
2
Goldman Sachs
New York
$7.59M -$3.57M -48,525 -33%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$5.59M +$1.29M +17,500 +32%
CS
4
Credit Suisse
Switzerland
$3.86M +$2.43M +33,047 +195%
Citigroup
5
Citigroup
New York
$3.86M
JP Morgan Chase
6
JP Morgan Chase
New York
$3.86M +$3.66M +49,789 +23,597%
UBS Group
7
UBS Group
Switzerland
$3.12M -$812K -11,042 -21%
Morgan Stanley
8
Morgan Stanley
New York
$2.96M -$1.07M -14,515 -27%
Stifel Financial
9
Stifel Financial
Missouri
$2.22M +$26.5K +360 +1%
LPL Financial
10
LPL Financial
California
$2.02M -$172K -2,346 -8%
PCM
11
Prelude Capital Management
New York
$1.65M +$787K +10,700 +100%
Citadel Advisors
12
Citadel Advisors
Florida
$1.41M +$168K +2,289 +14%
ACM
13
Aviance Capital Management
Florida
$1.06M -$235K -3,195 -19%
TH
14
Timber Hill
Connecticut
$669K +$638K +8,673 New
Bank of America
15
Bank of America
North Carolina
$647K -$1.35M -18,367 -69%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$643K +$500K +6,801 +443%
VFS
17
VSR Financial Services
Kansas
$638K +$608K +8,274 New
SCA
18
Snowden Capital Advisors
New York
$548K +$522K +7,105 New
RJA
19
Raymond James & Associates
Florida
$543K +$517K +7,038 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$487K -$1.25M -16,952 -73%
VKH
21
Virtu KCG Holdings
New York
$480K +$457K +6,220 New
BCM
22
Beck Capital Management
Texas
$393K -$15.1K -205 -4%
Jane Street
23
Jane Street
New York
$362K +$345K +4,694 New
CG
24
Cutler Group
California
$199K +$124K +1,690 +188%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$174K -$309K -4,200 Closed

RTH Hedge Fund Activity: Q1 2016 in Review

38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q1 2016, worth a combined $64M — down 37% from $101M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RTH and 12 opened new positions — a net loss of 9 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.66M. The largest seller was Janney Capital Management, exiting entirely with an estimated $18.3M sold.

  • 38 institutional investors held VanEck Retail ETF (RTH) as of Q1 2016, down from 48 in Q4 2015.
  • Funds reported $64M of VanEck Retail ETF stock for Q1 2016, down 37% quarter-over-quarter.
  • 12 funds opened new VanEck Retail ETF positions in Q1 2016 and 21 closed out, a net change of -9 holders.
  • The largest VanEck Retail ETF buyer in Q1 2016 was JP Morgan Chase, an estimated $3.66M added.
  • The largest VanEck Retail ETF seller in Q1 2016 was Janney Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2016.