Virtus Real Asset Income ETF
VRAI
18 hedge funds and large institutions have $23.4M invested in Virtus Real Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more funds holding
Funds holding: 17 → 18 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25.99% less ownership
Funds ownership: 85.95% → 59.96% (-26%)
77% less capital invested
Capital invested by funds: $99.6M → $23.4M (-$76.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Ledge Wealth Management
Sartell,
Minnesota
|
+$421K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$408K |
| 3 |
Morgan Stanley
New York
|
+$70.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$28.9K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$19.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$82.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$534K |
| 3 |
Jane Street
New York
|
-$395K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$172K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$150K |
VRAI Hedge Fund Activity: Q4 2022 in Review
18 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Virtus Real Asset Income ETF (VRAI) for Q4 2022, worth a combined $23.4M — down 77% from $99.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new VRAI positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Ledge Wealth Management, adding an estimated $421K. The largest seller was Avantax Advisory Services, cutting an estimated $82.8M.
- 18 institutional investors held Virtus Real Asset Income ETF (VRAI) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $23.4M of Virtus Real Asset Income ETF stock for Q4 2022, down 77% quarter-over-quarter.
- 4 funds opened new Virtus Real Asset Income ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Virtus Real Asset Income ETF buyer in Q4 2022 was Ledge Wealth Management, an estimated $421K added.
- The largest Virtus Real Asset Income ETF seller in Q4 2022 was Avantax Advisory Services, an estimated $82.8M sold.
Based on aggregated 13F filings for Q4 2022.