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VanEck CLO ETF

175 hedge funds and large institutions have $846M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
MWM
26
Maridea Wealth Management
New York
$8.39M
GWM
27
Geneos Wealth Management
Colorado
$8.29M
JWCA
28
J.W. Cole Advisors
Florida
$8.24M
OFS
29
OneAscent Financial Services
Alabama
$7.05M
CA
30
CWC Advisors
Oregon
$6.97M
Stifel Financial
31
Stifel Financial
Missouri
$6.86M
SPA
32
Sentinel Pension Advisors
Massachusetts
$6.59M
FMN
33
Financial Management Network
California
$5.56M
DPI
34
Diversified Portfolios Inc
Michigan
$5.43M
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$5.43M
Osaic Holdings
36
Osaic Holdings
Arizona
$5.35M
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$5.26M
AWA
38
Arete Wealth Advisors
Illinois
$5.17M
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.97M
MAS
40
MPWM Advisory Solutions
Georgia
$4.85M
TFM
41
Trademark Financial Management
Minnesota
$4.84M
DWM
42
Dakota Wealth Management
Florida
$4.78M
HIS
43
Harvest Investment Services
Illinois
$4.51M
OWM
44
OneAscent Wealth Management
Alabama
$4.41M
KPWS
45
Kestra Private Wealth Services
Texas
$4.24M
SMAM
46
Sugar Maple Asset Management
Wisconsin
$4.1M
CWG
47
Cornerstone Wealth Group
North Carolina
$4.02M
FS
48
Ferguson Shapiro
Georgia
$3.98M
Morgan Stanley
49
Morgan Stanley
New York
$3.91M
AA
50
Ancora Advisors
Ohio
$3.4M