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VanEck Retail ETF

50 hedge funds and large institutions have $73.3M invested in VanEck Retail ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

9% more funds holding

Funds holding: 4650 (+4)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

6% less capital invested

Capital invested by funds: $77.7M → $73.3M (-$4.41M)

11.83% less ownership

Funds ownership: 40.22%28.39% (-12%)

33% less call options, than puts

Call options by funds: $3.23M | Put options by funds: $4.84M

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
12
Increased
15
Reduced
15
Closed
8
Calls
$3.23M
Puts
$4.84M
Net Calls
-$1.6M
Net Calls Change
-$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Searcy Financial Services
Kansas
$10.1M +$38.5K +224 +0.4%
Goldman Sachs
2
Goldman Sachs
New York
$6.61M -$872K -5,071 -12%
IPW
3
IronBridge Private Wealth
Texas
$5.87M +$5.75M +33,453 New
QAM
4
Q3 Asset Management
Michigan
$5.34M +$1.56M +9,104 +43%
LPL Financial
5
LPL Financial
California
$4.95M +$748K +4,352 +18%
BCI
6
Brinker Capital Investments
Pennsylvania
$4.39M -$1.2M -7,000 -22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.22M +$1.72M +10,013 +71%
Morgan Stanley
8
Morgan Stanley
New York
$3.81M +$429K +2,494 +13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.55M +$75.3K +438 +2%
HAS
10
HBW Advisory Services
California
$3.03M +$108K +626 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.97M +$105K +612 +4%
ACM
12
Arlington Capital Management
Illinois
$2.91M -$64.1K -373 -2%
Bank of America
13
Bank of America
North Carolina
$1.91M -$547K -3,180 -23%
HI
14
Harbour Investments
Wisconsin
$1.15M +$211K +1,226 +23%
CAN
15
Cetera Advisor Networks
California
$1.08M +$290K +1,688 +38%
AFP
16
Ausdal Financial Partners
Iowa
$1.01M +$987K +5,741 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$923K -$1.12M -6,519 -55%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$840K -$891K -5,184 -52%
EH
19
Equitable Holdings
New York
$781K -$159K -924 -17%
Osaic Holdings
20
Osaic Holdings
Arizona
$663K -$45.5K -265 -7%
KPWS
21
Kestra Private Wealth Services
Texas
$660K -$1.55K -9 -0.2%
BWM
22
BigSur Wealth Management
Florida
$591K
Simplex Trading
23
Simplex Trading
Illinois
$566K +$554K +3,223 New
UBS Group
24
UBS Group
Switzerland
$523K +$225K +1,308 +78%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$513K -$3.76M -21,872 -88%

RTH Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q2 2021, worth a combined $73.3M — down 5.7% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RTH positions and 8 closed out — a net gain of 4 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $5.75M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $8.06M.

  • 50 institutional investors held VanEck Retail ETF (RTH) as of Q2 2021, up from 46 in Q1 2021.
  • Funds reported $73.3M of VanEck Retail ETF stock for Q2 2021, down 5.7% quarter-over-quarter.
  • 12 funds opened new VanEck Retail ETF positions in Q2 2021 and 8 closed out, a net change of +4 holders.
  • The largest VanEck Retail ETF buyer in Q2 2021 was IronBridge Private Wealth, an estimated $5.75M added.
  • The largest VanEck Retail ETF seller in Q2 2021 was Avidian Wealth Enterprises, an estimated $8.06M sold.

Based on aggregated 13F filings for Q2 2021.