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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
Stifel Financial
26
Stifel Financial
Missouri
$7.24M
CA
27
CWC Advisors
Oregon
$7M
TF
28
Tandem Financial
Colorado
$6.84M
FMN
29
Financial Management Network
California
$6.81M
DPI
30
Diversified Portfolios Inc
Michigan
$6.46M
AO
31
Advisor OS
Illinois
$6.15M
HighTower Advisors
32
HighTower Advisors
Illinois
$5.88M
IAA
33
Independent Advisor Alliance
North Carolina
$5.8M
KPWS
34
Kestra Private Wealth Services
Texas
$5.42M
MAS
35
MPWM Advisory Solutions
Georgia
$5.23M
Osaic Holdings
36
Osaic Holdings
Arizona
$4.97M
DWM
37
Dakota Wealth Management
Florida
$4.7M
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.69M
OWM
39
OneAscent Wealth Management
Alabama
$4.37M
CWG
40
Cornerstone Wealth Group
North Carolina
$4.26M
BFWM
41
Bright Futures Wealth Management
New York
$4.15M
TFM
42
Trademark Financial Management
Minnesota
$4.1M
SMAM
43
Sugar Maple Asset Management
Wisconsin
$4.02M
KAS
44
Kestra Advisory Services
Texas
$3.69M
HIS
45
Harvest Investment Services
Illinois
$3.54M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.44M
AA
47
Ancora Advisors
Ohio
$3.4M
SA
48
Sanctuary Advisors
Indiana
$3.27M
WWM
49
Western Wealth Management
Colorado
$3.24M
FS
50
Ferguson Shapiro
Georgia
$3.2M