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CLOB

VanEck AA-BB CLO ETF

24 hedge funds and large institutions have $79.5M invested in VanEck AA-BB CLO ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

41% more funds holding

Funds holding: 1724 (+7)

21% more capital invested

Capital invested by funds: $65.9M → $79.5M (+$13.7M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

4.5% more ownership

Funds ownership: 47.84%52.34% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1
Independence Asset Advisors
Pennsylvania
$45.4M +$687K +13,508 +2%
DWM
2
Darwin Wealth Management
Florida
$8.08M +$159K +3,119 +2%
AWM
3
Axxcess Wealth Management
California
$8M +$8.03M +157,803 New
LSA
4
L & S Advisors
California
$7.12M +$5.45M +107,073 +321%
ERFOTCOFW
5
Employees Retirement Fund of the City of Fort Worth
Texas
$1.99M +$1.99M +39,200 New
AA
6
Armis Advisers
Georgia
$1.91M +$765K +15,041 +65%
CP
7
Castleview Partners
Texas
$1.51M -$587K -11,533 -28%
Jane Street
8
Jane Street
New York
$1.14M -$3.7M -72,847 -76%
SC
9
Syon Capital
California
$831K +$835K +16,410 New
DPI
10
Diversified Portfolios Inc
Michigan
$827K +$830K +16,326 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$608K -$327K -6,433 -35%
SF
12
Summit Financial
New Jersey
$480K +$82.5K +1,622 +21%
Osaic Holdings
13
Osaic Holdings
Arizona
$387K +$160K +3,140 +70%
FS
14
Ferguson Shapiro
Georgia
$374K -$116K -2,275 -24%
EC
15
Elequin Capital
New York
$353K -$8.8K -173 -2%
VAG
16
VisionPoint Advisory Group
Texas
$326K -$227K -4,465 -41%
TRCT
17
Tower Research Capital (TRC)
New York
$134K +$134K +2,639 New
IAIM
18
International Assets Investment Management
Florida
$42.8K +$43K +845 New
NA
19
NewEdge Advisors
Louisiana
$20.3K
BCM
20
Basso Capital Management
Connecticut
$9.37K
UBS Group
21
UBS Group
Switzerland
$8.66K +$7.22K +142 +490%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$4.76K +$4.78K +94 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$3.9K
VanEck Associates
24
VanEck Associates
New York
$1K +$1.32K +26 New
MAS
25
MPWM Advisory Solutions
Georgia
-$40.8K -800 Closed

CLOB Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VanEck AA-BB CLO ETF (CLOB) for Q4 2025, worth a combined $79.5M — up 21% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CLOB positions and 1 closed out — a net gain of 7 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $8.03M. The largest seller was Jane Street, cutting an estimated $3.7M.

  • 24 institutional investors held VanEck AA-BB CLO ETF (CLOB) as of Q4 2025, up from 17 in Q3 2025.
  • Funds reported $79.5M of VanEck AA-BB CLO ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 8 funds opened new VanEck AA-BB CLO ETF positions in Q4 2025 and 1 closed out, a net change of +7 holders.
  • The largest VanEck AA-BB CLO ETF buyer in Q4 2025 was Axxcess Wealth Management, an estimated $8.03M added.
  • The largest VanEck AA-BB CLO ETF seller in Q4 2025 was Jane Street, an estimated $3.7M sold.

Based on aggregated 13F filings for Q4 2025.