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VanEck Retail ETF

42 hedge funds and large institutions have $45.7M invested in VanEck Retail ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

8% more funds holding

Funds holding: 3942 (+3)

7.65% less ownership

Funds ownership: 39.01%31.36% (-7.7%)

22% less capital invested

Capital invested by funds: $58.7M → $45.7M (-$13M)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $650K

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
9
Reduced
15
Closed
7
Calls
Puts
$650K
Net Calls
-$650K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$7.92M
Goldman Sachs
2
Goldman Sachs
New York
$5.35M +$601K +3,691 +12%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$4.96M +$5.1M +31,316 New
AWM
4
AE Wealth Management
Kansas
$3.64M +$2.27M +13,937 +154%
LPL Financial
5
LPL Financial
California
$3.63M -$638K -3,923 -15%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.75M +$779K +4,788 +38%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.66M -$1.12M -6,892 -29%
Bank of America
8
Bank of America
North Carolina
$1.98M +$610K +3,748 +43%
Citadel Advisors
9
Citadel Advisors
Florida
$1.68M -$5.18M -31,835 -75%
Morgan Stanley
10
Morgan Stanley
New York
$1.49M -$473K -2,905 -24%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.2M +$1.13M +6,944 +1,159%
ASN
12
Advisory Services Network
Georgia
$1.06M +$1.09M +6,696 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$893K -$338K -2,079 -27%
KPWS
14
Kestra Private Wealth Services
Texas
$649K -$110K -675 -14%
HCM
15
Highview Capital Management
Illinois
$602K +$618K +3,798 New
BWM
16
BigSur Wealth Management
Florida
$532K
CRI
17
Commonwealth Retirement Investments
Virginia
$504K +$517K +3,180 New
CAN
18
Cetera Advisor Networks
California
$451K +$9.44K +58 +2%
UBS Group
19
UBS Group
Switzerland
$445K +$24.4K +150 +6%
IRC
20
Investors Research Corp
Georgia
$432K +$51.4K +316 +13%
MCC
21
Money Concepts Capital
Florida
$389K +$400K +2,456 New
HI
22
Harbour Investments
Wisconsin
$379K +$1.63K +10 +0.4%
EH
23
Equitable Holdings
New York
$365K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$348K -$3.06M -18,795 -90%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$313K +$321K +1,972 New

RTH Hedge Fund Activity: Q4 2022 in Review

42 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q4 2022, worth a combined $45.7M — down 22% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RTH positions and 7 closed out — a net gain of 4 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Chevy Chase Trust, opening a new position worth an estimated $5.1M. The largest seller was Prudential plc, exiting entirely with an estimated $9.03M sold.

  • 42 institutional investors held VanEck Retail ETF (RTH) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $45.7M of VanEck Retail ETF stock for Q4 2022, down 22% quarter-over-quarter.
  • 11 funds opened new VanEck Retail ETF positions in Q4 2022 and 7 closed out, a net change of +4 holders.
  • The largest VanEck Retail ETF buyer in Q4 2022 was Chevy Chase Trust, an estimated $5.1M added.
  • The largest VanEck Retail ETF seller in Q4 2022 was Prudential plc, an estimated $9.03M sold.

Based on aggregated 13F filings for Q4 2022.