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VanEck Retail ETF

38 hedge funds and large institutions have $74M invested in VanEck Retail ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $71.6M → $74M (+$2.47M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.28% less ownership

Funds ownership: 39.4%37.12% (-2.3%)

12% less funds holding

Funds holding: 4338 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $267K

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
15
Reduced
12
Closed
8
Calls
$3K
Puts
$267K
Net Calls
-$264K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.64M -$414K -2,676 -4%
SFS
2
Searcy Financial Services
Kansas
$8.95M +$168K +1,086 +2%
BCI
3
Brinker Capital Investments
Pennsylvania
$8.48M -$1.78M -11,500 -18%
AWE
4
Avidian Wealth Enterprises
Texas
$6.38M +$480K +3,104 +8%
ACM
5
Arlington Capital Management
Illinois
$5.16M -$696K -4,504 -12%
LPL Financial
6
LPL Financial
California
$4.25M +$341K +2,209 +9%
QAM
7
Q3 Asset Management
Michigan
$4.05M +$764K +4,944 +23%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.24M +$2.92M +18,896 +1,071%
Goldman Sachs
9
Goldman Sachs
New York
$2.99M +$2.94M +19,046 New
HAS
10
HBW Advisory Services
California
$2.53M +$248K +1,607 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.43M +$425K +2,748 +22%
Morgan Stanley
12
Morgan Stanley
New York
$2.35M +$339K +2,192 +17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.27M +$1.95M +12,620 +700%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.2M -$86.7K -561 -4%
SRSA
15
S.R. Schill & Associates
Washington
$1.34M -$326K -2,112 -20%
EH
16
Equitable Holdings
New York
$1.12M -$43.6K -282 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$818K +$456K +2,947 +130%
CAN
18
Cetera Advisor Networks
California
$736K +$244K +1,581 +51%
GDP
19
Great Diamond Partners
Maine
$603K +$77K +498 +15%
KPWS
20
Kestra Private Wealth Services
Texas
$594K -$28.6K -185 -5%
BWM
21
BigSur Wealth Management
Florida
$527K
Osaic Holdings
22
Osaic Holdings
Arizona
$511K +$51.9K +336 +11%
KM
23
Kalos Management
Georgia
$462K +$437K +2,829 New
GCP
24
GSA Capital Partners
United Kingdom
$447K +$440K +2,847 New
UBS Group
25
UBS Group
Switzerland
$316K -$26.6K -172 -8%

RTH Hedge Fund Activity: Q4 2020 in Review

38 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q4 2020, worth a combined $74M — up 3.5% from $71.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RTH and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.94M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $5.07M sold.

  • 38 institutional investors held VanEck Retail ETF (RTH) as of Q4 2020, down from 43 in Q3 2020.
  • Funds reported $74M of VanEck Retail ETF stock for Q4 2020, up 3.5% quarter-over-quarter.
  • 4 funds opened new VanEck Retail ETF positions in Q4 2020 and 8 closed out, a net change of -4 holders.
  • The largest VanEck Retail ETF buyer in Q4 2020 was Goldman Sachs, an estimated $2.94M added.
  • The largest VanEck Retail ETF seller in Q4 2020 was Redhawk Wealth Advisors, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2020.