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VanEck CLO ETF

165 hedge funds and large institutions have $770M invested in VanEck CLO ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $849M → $770M (-$79.3M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
165
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
IAA
1
Independence Asset Advisors
Pennsylvania
$98.2M
LPL Financial
2
LPL Financial
California
$94.4M
CIA
3
Capital Investment Advisors
Georgia
$87.7M
TPWA
4
TRUE Private Wealth Advisors
Oregon
$22.9M
BCI
5
Brinker Capital Investments
Pennsylvania
$22.6M
SWA
6
Sax Wealth Advisors
New Jersey
$19M
DMBA
7
Deseret Mutual Benefit Administrators
Utah
$17.8M
GI
8
Gradient Investments
Minnesota
$14.1M
DWP
9
Destiny Wealth Partners
Florida
$14M
DWM
10
Darwin Wealth Management
Florida
$13.7M
MGIA
11
Moneta Group Investment Advisors
Missouri
$13.3M
Jones Financial Companies
12
Jones Financial Companies
Missouri
$13.2M
ERFOTCOFW
13
Employees Retirement Fund of the City of Fort Worth
Texas
$11.9M
BFA
14
Beaumont Financial Advisors
Massachusetts
$11.8M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.6M
WIM
16
WealthPlan Investment Management
Nebraska
$10.6M
GWM
17
Geneos Wealth Management
Colorado
$10.3M
MML Investors Services
18
MML Investors Services
Massachusetts
$9.8M
CRC
19
Curi RMB Capital
Illinois
$9.19M
IP
20
Integras Partners
Georgia
$8.86M
MWM
21
Maridea Wealth Management
New York
$8.55M
WP
22
WealthPLAN Partners
Nebraska
$8.52M
Morgan Stanley
23
Morgan Stanley
New York
$8.49M
AZ
24
Alpha Zero
Florida
$8.34M
OFS
25
OneAscent Financial Services
Alabama
$7.99M