VanEck AA-BB CLO ETF
CLOB
11 hedge funds and large institutions have $44.2M invested in VanEck AA-BB CLO ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
48% more capital invested
Capital invested by funds: $29.9M → $44.2M (+$14.3M)
22% more funds holding
Funds holding: 9 → 11 (+2)
3.3% less ownership
Funds ownership: 49.27% → 45.97% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$16.1M |
| 2 |
Jane Street
New York
|
+$865K |
| 3 |
LSA
L & S Advisors
Los Angeles,
California
|
+$462K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$453K |
| 5 |
IAA
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$4.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FS
1
Ferguson Shapiro
Decatur,
Georgia
| $19M | +$16.1M | +316,282 | +548% |
|
|
2
VanEck Associates
New York
| $10.6M | -$4.57M | -90,000 | -30% |
|
|
DWM
3
Darwin Wealth Management
Tampa,
Florida
| $5.9M | – | – | – |
|
|
4
Jane Street
New York
| $3.57M | +$865K | +17,022 | +32% |
|
|
CP
5
Castleview Partners
Dallas,
Texas
| $1.99M | +$82.3K | +1,620 | +4% |
|
|
LSA
6
L & S Advisors
Los Angeles,
California
| $919K | +$462K | +9,096 | +101% |
|
7
UBS Group
Zurich,
Switzerland
| $663K | +$238K | +4,686 | +56% |
|
|
VAG
8
VisionPoint Advisory Group
Dallas,
Texas
| $452K | +$128K | +2,520 | +39% |
|
|
TC
9
TownSquare Capital
Provo,
Utah
| $452K | +$453K | +8,919 | New |
|
|
IAA
10
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| $380K | +$381K | +7,500 | New |
|
|
MA
11
Mutual Advisors
Omaha,
Nebraska
| $331K | +$339K | +6,665 | New |
|
CLOB Hedge Fund Activity: Q1 2025 in Review
11 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in VanEck AA-BB CLO ETF (CLOB) for Q1 2025, worth a combined $44.2M — up 48% from $29.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CLOB positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Ferguson Shapiro, adding an estimated $16.1M. The largest seller was VanEck Associates, cutting an estimated $4.57M.
- 11 institutional investors held VanEck AA-BB CLO ETF (CLOB) as of Q1 2025, up from 9 in Q4 2024.
- Funds reported $44.2M of VanEck AA-BB CLO ETF stock for Q1 2025, up 48% quarter-over-quarter.
- 3 funds opened new VanEck AA-BB CLO ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest VanEck AA-BB CLO ETF buyer in Q1 2025 was Ferguson Shapiro, an estimated $16.1M added.
- The largest VanEck AA-BB CLO ETF seller in Q1 2025 was VanEck Associates, an estimated $4.57M sold.
Based on aggregated 13F filings for Q1 2025.