CLOI icon

VanEck CLO ETF

150 hedge funds and large institutions have $676M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$69.5M
CIA
2
Capital Investment Advisors
Georgia
$68.1M
IAA
3
Independence Asset Advisors
Pennsylvania
$58.2M
SC
4
Syon Capital
California
$41.9M
BCI
5
Brinker Capital Investments
Pennsylvania
$33.7M
TPWA
6
TRUE Private Wealth Advisors
Oregon
$19.1M
FS
7
Ferguson Shapiro
Georgia
$17.1M
WIM
8
WealthPlan Investment Management
Nebraska
$16.5M
HighTower Advisors
9
HighTower Advisors
Illinois
$16M
BCM
10
Brookstone Capital Management
Illinois
$15.2M
GI
11
Gradient Investments
Minnesota
$14.7M
PI
12
PineBridge Investments
New York
$14.4M
DWM
13
Darwin Wealth Management
Florida
$13M
DMBA
14
Deseret Mutual Benefit Administrators
Utah
$11.2M
BFA
15
Beaumont Financial Advisors
Massachusetts
$11.2M
MML Investors Services
16
MML Investors Services
Massachusetts
$10.6M
HIS
17
Harvest Investment Services
Illinois
$9.44M
AWM
18
AE Wealth Management
Kansas
$9.33M
WP
19
WealthPLAN Partners
Nebraska
$8.79M
CRC
20
Curi RMB Capital
Illinois
$8.78M
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$8.19M
SPA
22
Sentinel Pension Advisors
Massachusetts
$8.16M
GWM
23
Geneos Wealth Management
Colorado
$8.13M
JWCA
24
J.W. Cole Advisors
Florida
$7.92M
LIG
25
Lokken Investment Group
Delaware
$7.54M