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CLOB

VanEck AA-BB CLO ETF

12 hedge funds and large institutions have $54.5M invested in VanEck AA-BB CLO ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $44.2M → $54.5M (+$10.2M)

9% more funds holding

Funds holding: 1112 (+1)

5.09% more ownership

Funds ownership: 45.97%51.06% (+5.1%)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
5
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1
Independence Asset Advisors
Pennsylvania
$19.8M +$19.1M +381,557 +5,087%
VanEck Associates
2
VanEck Associates
New York
$10.7M
Jane Street
3
Jane Street
New York
$10.3M +$6.61M +131,895 +187%
DWM
4
Darwin Wealth Management
Florida
$7.75M +$1.81M +36,013 +31%
CP
5
Castleview Partners
Texas
$1.83M -$163K -3,257 -8%
LSA
6
L & S Advisors
California
$1.76M +$830K +16,567 +91%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$681K +$672K +13,402 New
VAG
8
VisionPoint Advisory Group
Texas
$663K +$207K +4,135 +46%
EC
9
Elequin Capital
New York
$447K +$441K +8,789 New
EWA
10
EP Wealth Advisors
California
$336K +$331K +6,602 New
Osaic Holdings
11
Osaic Holdings
Arizona
$206K +$204K +4,061 New
TRCT
12
Tower Research Capital (TRC)
New York
$83.9K +$82.7K +1,650 New
FS
13
Ferguson Shapiro
Georgia
-$19M -373,978 Closed
UBS Group
14
UBS Group
Switzerland
-$663K -13,086 Closed
TC
15
TownSquare Capital
Utah
-$452K -8,919 Closed
MA
16
Mutual Advisors
Nebraska
-$331K -6,665 Closed

CLOB Hedge Fund Activity: Q2 2025 in Review

12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck AA-BB CLO ETF (CLOB) for Q2 2025, worth a combined $54.5M — up 23% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CLOB positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $19.1M. The largest seller was Ferguson Shapiro, exiting entirely with an estimated $19M sold.

  • 12 institutional investors held VanEck AA-BB CLO ETF (CLOB) as of Q2 2025, up from 11 in Q1 2025.
  • Funds reported $54.5M of VanEck AA-BB CLO ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 5 funds opened new VanEck AA-BB CLO ETF positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest VanEck AA-BB CLO ETF buyer in Q2 2025 was Independence Asset Advisors, an estimated $19.1M added.
  • The largest VanEck AA-BB CLO ETF seller in Q2 2025 was Ferguson Shapiro, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2025.