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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
CRC
26
Curi RMB Capital
Illinois
$8.57M
JWCA
27
J.W. Cole Advisors
Florida
$8.27M
IP
28
Integras Partners
Georgia
$8.24M
SPA
29
Sentinel Pension Advisors
Massachusetts
$8.22M
LIG
30
Lokken Investment Group
Delaware
$7.74M
PI
31
PineBridge Investments
New York
$7.33M
Stifel Financial
32
Stifel Financial
Missouri
$6.76M
CA
33
CWC Advisors
Oregon
$6.71M
TF
34
Tandem Financial
Colorado
$5.82M
AWA
35
Arete Wealth Advisors
Illinois
$5.18M
TFM
36
Trademark Financial Management
Minnesota
$4.82M
FMN
37
Financial Management Network
California
$4.61M
Jones Financial Companies
38
Jones Financial Companies
Missouri
$4.53M
OWM
39
OneAscent Wealth Management
Alabama
$4.31M
NW
40
NewEdge Wealth
Pennsylvania
$4.09M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$4.08M
HIS
42
Harvest Investment Services
Illinois
$4.01M
SMAM
43
Sugar Maple Asset Management
Wisconsin
$3.99M
OFS
44
OneAscent Financial Services
Alabama
$3.98M
CWG
45
Cornerstone Wealth Group
North Carolina
$3.82M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.69M
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$3.62M
Osaic Holdings
48
Osaic Holdings
Arizona
$3.47M
NA
49
NewEdge Advisors
Louisiana
$3.45M
KPWS
50
Kestra Private Wealth Services
Texas
$3.28M