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VanEck Retail ETF

46 hedge funds and large institutions have $77.7M invested in VanEck Retail ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $664K

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

21% more funds holding

Funds holding: 3846 (+8)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

3.1% more ownership

Funds ownership: 37.12%40.22% (+3.1%)

5% more capital invested

Capital invested by funds: $74M → $77.7M (+$3.66M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
16
Reduced
14
Closed
3
Calls
$3.83M
Puts
$664K
Net Calls
+$3.17M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Searcy Financial Services
Kansas
$9.47M +$70K +438 +0.8%
AWE
2
Avidian Wealth Enterprises
Texas
$8.06M +$1.32M +8,242 +20%
Goldman Sachs
3
Goldman Sachs
New York
$7.05M +$3.79M +23,673 +124%
BCI
4
Brinker Capital Investments
Pennsylvania
$5.28M -$3.52M -22,000 -41%
Citadel Advisors
5
Citadel Advisors
Florida
$4.39M +$4.26M +26,626 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$4.09M +$661K +4,131 +20%
LPL Financial
7
LPL Financial
California
$3.93M -$524K -3,276 -12%
QAM
8
Q3 Asset Management
Michigan
$3.52M -$752K -4,705 -18%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.26M +$855K +5,343 +37%
Morgan Stanley
10
Morgan Stanley
New York
$3.17M +$674K +4,216 +28%
ACM
11
Arlington Capital Management
Illinois
$2.8M -$2.54M -15,885 -48%
HAS
12
HBW Advisory Services
California
$2.75M +$90.7K +567 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.69M +$130K +812 +5%
Bank of America
14
Bank of America
North Carolina
$2.32M -$7.57M -47,363 -77%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.31M +$2.24M +14,016 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.94M +$1.05M +6,564 +126%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.65M -$643K -4,020 -29%
EH
18
Equitable Holdings
New York
$886K -$283K -1,772 -25%
HI
19
Harbour Investments
Wisconsin
$879K +$851K +5,323 New
CAN
20
Cetera Advisor Networks
California
$740K -$32.3K -202 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$668K +$125K +780 +24%
CPO
22
Cerity Partners OCIO
New York
$664K +$643K +4,022 New
KPWS
23
Kestra Private Wealth Services
Texas
$622K -$2.24K -14 -0.4%
BWM
24
BigSur Wealth Management
Florida
$554K
PP
25
Prudential plc
United Kingdom
$528K +$512K +3,200 New

RTH Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q1 2021, worth a combined $77.7M — up 4.9% from $74M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RTH positions and 3 closed out — a net gain of 8 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.26M. The largest seller was Bank of America, cutting an estimated $7.57M.

  • 46 institutional investors held VanEck Retail ETF (RTH) as of Q1 2021, up from 38 in Q4 2020.
  • Funds reported $77.7M of VanEck Retail ETF stock for Q1 2021, up 4.9% quarter-over-quarter.
  • 11 funds opened new VanEck Retail ETF positions in Q1 2021 and 3 closed out, a net change of +8 holders.
  • The largest VanEck Retail ETF buyer in Q1 2021 was Citadel Advisors, an estimated $4.26M added.
  • The largest VanEck Retail ETF seller in Q1 2021 was Bank of America, an estimated $7.57M sold.

Based on aggregated 13F filings for Q1 2021.