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CLOB

VanEck AA-BB CLO ETF
CLOB

17 hedge funds and large institutions have $65.9M invested in VanEck AA-BB CLO ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

42% more funds holding

Funds holding: 12 → 17 (+5)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

21% more capital invested

Capital invested by funds: $54.5M → $65.9M (+$11.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.22% less ownership

Funds ownership: 51.06% → 47.84% (-3.2%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independence Asset Advisors
Pennsylvania
+$25M
2
AA
Armis Advisers
Georgia
+$1.18M
3
FS
Ferguson Shapiro
Georgia
+$491K
4
SF
Summit Financial
New Jersey
+$399K
5
CP
Castleview Partners
Texas
+$272K

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$10.7M
2
Jane Street
Jane Street
New York
-$5.43M
3
VAG
VisionPoint Advisory Group
Texas
-$110K
4
EC
Elequin Capital
New York
-$83.9K
5
TRCT
Tower Research Capital (TRC)
New York
-$83.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1
Independence Asset Advisors
Pennsylvania
$45M +$25M +492,971 +127%
DWM
2
Darwin Wealth Management
Florida
$7.97M +$190K +3,739 +2%
Jane Street
3
Jane Street
New York
$4.87M -$5.43M -106,880 -53%
CP
4
Castleview Partners
Texas
$2.11M +$272K +5,355 +15%
LSA
5
L & S Advisors
California
$1.7M -$67.6K -1,331 -4%
AA
6
Armis Advisers
Georgia
$1.18M +$1.18M +23,199 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$940K +$256K +5,035 +38%
VAG
8
VisionPoint Advisory Group
Texas
$555K -$110K -2,160 -17%
FS
9
Ferguson Shapiro
Georgia
$493K +$491K +9,663 New
SF
10
Summit Financial
New Jersey
$400K +$399K +7,853 New
EC
11
Elequin Capital
New York
$364K -$83.9K -1,653 -19%
Osaic Holdings
12
Osaic Holdings
Arizona
$229K +$22.3K +440 +11%
MAS
13
MPWM Advisory Solutions
Georgia
$40.8K +$40.6K +800 New
NA
14
NewEdge Advisors
Louisiana
$20.4K +$20.3K +400 New
BCM
15
Basso Capital Management
Connecticut
$9.43K +$9.39K +185 New
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$3.93K +$3.91K +77 New
UBS Group
17
UBS Group
Switzerland
$1.48K +$1.47K +29 New
VanEck Associates
18
VanEck Associates
New York
– -$10.7M -210,000 Closed
TRCT
19
Tower Research Capital (TRC)
New York
– -$83.9K -1,650 Closed

CLOB Hedge Fund Activity: Q3 2025 in Review

17 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck AA-BB CLO ETF (CLOB) for Q3 2025, worth a combined $65.9M — up 21% from $54.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CLOB positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $25M. The largest seller was VanEck Associates, exiting entirely with an estimated $10.7M sold.

  • 17 institutional investors held VanEck AA-BB CLO ETF (CLOB) as of Q3 2025, up from 12 in Q2 2025.
  • Funds reported $65.9M of VanEck AA-BB CLO ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 8 funds opened new VanEck AA-BB CLO ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest VanEck AA-BB CLO ETF buyer in Q3 2025 was Independence Asset Advisors, an estimated $25M added.
  • The largest VanEck AA-BB CLO ETF seller in Q3 2025 was VanEck Associates, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2025.