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VanEck Retail ETF

68 hedge funds and large institutions have $75M invested in VanEck Retail ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

18% more capital invested

Capital invested by funds: $63.3M → $75M (+$11.7M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3.13% more ownership

Funds ownership: 28.81%31.94% (+3.1%)

1% less funds holding

Funds holding: 6968 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
17
Closed
8
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.6M +$4.72M +20,409 +42%
Bank of America
2
Bank of America
North Carolina
$9.58M +$445K +1,924 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$4.52M +$4.63M +20,000 New
Osaic Holdings
4
Osaic Holdings
Arizona
$4.47M +$217K +939 +5%
EH
5
Equitable Holdings
New York
$4.41M +$77.5K +335 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.31M +$447K +1,931 +11%
Goldman Sachs
7
Goldman Sachs
New York
$2.61M -$521K -2,252 -16%
GDP
8
Great Diamond Partners
Maine
$2.04M +$47.2K +204 +2%
Creative Planning
9
Creative Planning
Kansas
$1.8M +$347K +1,497 +23%
JCFM
10
JBR Co Financial Management
Oklahoma
$1.72M +$133K +575 +8%
MWM
11
Modern Wealth Management
Kansas
$1.7M +$19K +82 +1%
PAS
12
Park Avenue Securities
New York
$1.55M +$34.5K +149 +2%
CWM
13
Comprehensive Wealth Management
Washington
$1.36M +$209K +903 +18%
Citadel Advisors
14
Citadel Advisors
Florida
$1.25M +$855K +3,693 +201%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1M -$85K -367 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1M +$686K +2,965 +202%
Morgan Stanley
17
Morgan Stanley
New York
$989K +$46.5K +201 +5%
KWS
18
Keystone Wealth Services
California
$903K -$181K -782 -16%
BAM
19
Belpointe Asset Management
Nevada
$889K +$912K +3,938 New
OC
20
Optima Capital
Oregon
$875K +$251K +1,085 +39%
MCC
21
Money Concepts Capital
Florida
$804K -$60.4K -261 -7%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$793K -$139K -600 -15%
IA
23
Integrity Alliance
Iowa
$768K +$787K +3,400 New
GS
24
GWN Securities
Florida
$681K +$676K +2,922 New
KPWS
25
Kestra Private Wealth Services
Texas
$639K +$23.8K +103 +4%

RTH Hedge Fund Activity: Q1 2025 in Review

68 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in VanEck Retail ETF (RTH) for Q1 2025, worth a combined $75M — up 18% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RTH positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.72M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.18M sold.

  • 68 institutional investors held VanEck Retail ETF (RTH) as of Q1 2025, down from 69 in Q4 2024.
  • Funds reported $75M of VanEck Retail ETF stock for Q1 2025, up 18% quarter-over-quarter.
  • 9 funds opened new VanEck Retail ETF positions in Q1 2025 and 8 closed out, a net change of +1 holder.
  • The largest VanEck Retail ETF buyer in Q1 2025 was LPL Financial, an estimated $4.72M added.
  • The largest VanEck Retail ETF seller in Q1 2025 was Old Mission Capital, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2025.