VanEck CLO ETFCLOI
CLOI
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
129% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 24
129% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 21
83% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 11 (+5) [Q4]
35% more capital invested
Capital invested by funds: $371M [Q3] → $501M (+$129M) [Q4]
20% more funds holding
Funds holding: 110 [Q3] → 132 (+22) [Q4]
9.09% less ownership
Funds ownership: 72.36% [Q3] → 63.28% (-9.09%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CLOI.
Financial journalist opinion
Positive
ETF Trends
1 month ago
Looking Beyond AAA Rated CLOs Pays Off
By William Sokol, Director of Product Management Investors new to CLOs often stick with AAAs, but we argue investors should consider looking at lower rated tranches. Investors new to collateralized loan obligations (CLOs) may choose to constrain themselves to AAAs, but we believe this is misguided.
Positive
Seeking Alpha
4 months ago
5 ETFs To Retire With In 2025
This article covers a five-ETF portfolio built to replace and beat out a traditional 60/40. This portfolio could be built by a DIY investor with ease. It would be simple to monitor and rebalance. The goal is to create a >4% yield while providing as much or more safety than a traditional 60/40.
Positive
ETF Trends
4 months ago
Time Is Right for CLO ETFs
The Federal Reserve obliged fixed income investors by lowering interest rates in September. However, spreads for investment-grade and high-yield debt are tight.
Neutral
Investors Business Daily
4 months ago
Invest In These ETFs — Not Those
The ETF boom means there's now roughly 4,000 funds to choose from. How do you know if you own the best ones?
Neutral
ETF Trends
4 months ago
CLO ETFs: Resilient in the Face of Lower Rates?
Two years ago, the Federal Reserve's rate-hiking campaign ushered in a wave of interest in CLOs. Sticky inflation and higher-for-longer rates drove investors to seek refuge in high-quality, floating-rate instruments like CLO AAA bonds.
Positive
ETF Trends
5 months ago
New CLO ETF Offers High Income, Reduced Risk
For the uninitiated, collateralized loan obligations (CLOs) may appear too good to be true. This corner of the bond market offers tempting yields, usually well in excess of aggregate bond strategies, with relatively low credit risk.
Positive
ETF Trends
5 months ago
Consider CLOB for CLO Income
The VanEck CLO ETF (CLOI) pioneered exposure to collateralized loan obligations (CLOs) via the ETF wrapper. That broadened access to an income-generating asset class that was the long the territory of professional investors.
Positive
Seeking Alpha
5 months ago
CLOI Could Be A Solution For Lower Rates (Rating Upgrade)
Investors seeking high dividend yields in a lower Fed Funds environment should consider increasing credit risk with the VanEck CLO ETF. CLOI invests in AA and BBB CLO tranches, offering higher yields with minimal additional credit risk compared to AAA tranches. While CLOI isn't immune to lower Fed Funds, it compensates with higher all-in yields due to lower-rated holdings.
Neutral
ETF Trends
5 months ago
ETF Prime: Rosenbluth on Semitransparent Active ETFs & More
On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi's Head of Research Todd Rosenbluth to discuss Bitwise's XRP filing, semitransparent active ETFs, and CLOs. Later, Geraci welcomed Palmer Square founder Chris Long to discuss the $32 billion firm's ETF entrance.
Positive
ETF Trends
6 months ago
CLO ETFs in Focus: Virtus, Blondbloxx, Nuveen Plot Entrance
Several firms are planning to launch collateralized loan obligation (CLO) ETFs, enhancing options for investors. CLOs have provided attractive risk-adjusted returns over the past decade, especially when compared to other fixed income investments.
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