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VanEck CLO ETF

155 hedge funds and large institutions have $777M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
$85.4M
IAA
2
Independence Asset Advisors
Pennsylvania
$83.5M
CIA
3
Capital Investment Advisors
Georgia
$76.2M
SC
4
Syon Capital
California
$35.5M
BCI
5
Brinker Capital Investments
Pennsylvania
$33.1M
TPWA
6
TRUE Private Wealth Advisors
Oregon
$17.9M
WIM
7
WealthPlan Investment Management
Nebraska
$17.2M
HighTower Advisors
8
HighTower Advisors
Illinois
$16.7M
BCM
9
Brookstone Capital Management
Illinois
$16.4M
DMBA
10
Deseret Mutual Benefit Administrators
Utah
$15.5M
FS
11
Ferguson Shapiro
Georgia
$14.3M
SWA
12
Sax Wealth Advisors
New Jersey
$14.1M
GI
13
Gradient Investments
Minnesota
$14.1M
OPAM
14
Ocean Park Asset Management
California
$14.1M
DWM
15
Darwin Wealth Management
Florida
$13.5M
AWM
16
AE Wealth Management
Kansas
$12.1M
MGIA
17
Moneta Group Investment Advisors
Missouri
$11.6M
BFA
18
Beaumont Financial Advisors
Massachusetts
$11M
MML Investors Services
19
MML Investors Services
Massachusetts
$10.3M
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$9.2M
MWM
21
Maridea Wealth Management
New York
$8.89M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.87M
Goldman Sachs
23
Goldman Sachs
New York
$8.71M
WP
24
WealthPLAN Partners
Nebraska
$8.64M
GWM
25
Geneos Wealth Management
Colorado
$8.6M