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VanEck CLO ETF

147 hedge funds and large institutions have $668M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
29
Increased
56
Reduced
55
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$69.5M 1,313,075 +29,816 +2%
CIA
2
Capital Investment Advisors
Georgia
$68.1M 1,286,977 +164,457 +15%
IAA
3
Independence Asset Advisors
Pennsylvania
$58.2M 1,099,620 +929,812 +548%
SC
4
Syon Capital
California
$41.9M 791,212 -60,699 -7%
BCI
5
Brinker Capital Investments
Pennsylvania
$33.7M 635,803 -13,188 -2%
TPWA
6
TRUE Private Wealth Advisors
Oregon
$19.1M 360,791 +14,066 +4%
FS
7
Ferguson Shapiro
Georgia
$17.1M 323,062 +160,052 +98%
WIM
8
WealthPlan Investment Management
Nebraska
$16.5M 312,471 +54,179 +21%
HighTower Advisors
9
HighTower Advisors
Illinois
$16M 301,713 +40,678 +16%
BCM
10
Brookstone Capital Management
Illinois
$15.2M 286,458 -13,445 -4%
GI
11
Gradient Investments
Minnesota
$14.7M 277,737 +2,132 +0.8%
PI
12
PineBridge Investments
New York
$14.4M 271,852 +271,852 New
DWM
13
Darwin Wealth Management
Florida
$13M 246,417 +79,986 +48%
DMBA
14
Deseret Mutual Benefit Administrators
Utah
$11.2M 211,990 +40,289 +23%
BFA
15
Beaumont Financial Advisors
Massachusetts
$11.2M 210,615 -28,015 -12%
MML Investors Services
16
MML Investors Services
Massachusetts
$10.6M 201,040 -5,217 -3%
HIS
17
Harvest Investment Services
Illinois
$9.44M 178,345 -9,089 -5%
AWM
18
AE Wealth Management
Kansas
$9.33M 176,198 -46,725 -21%
WP
19
WealthPLAN Partners
Nebraska
$8.79M 166,043 -26,915 -14%
CRC
20
Curi RMB Capital
Illinois
$8.78M 165,842 +3,185 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$8.19M 154,672 +154,672 New
SPA
22
Sentinel Pension Advisors
Massachusetts
$8.16M 154,157 +137,561 +829%
GWM
23
Geneos Wealth Management
Colorado
$8.13M 153,503 -87,930 -36%
JWCA
24
J.W. Cole Advisors
Florida
$7.92M 149,481 +10,180 +7%
LIG
25
Lokken Investment Group
Delaware
$7.54M 142,469 +3,888 +3%