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VanEck CLO ETF

167 hedge funds and large institutions have $771M invested in VanEck CLO ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

5.51% less ownership

Funds ownership: 64.3%58.79% (-5.5%)

6% less funds holding

Funds holding: 177167 (-10)

9% less capital invested

Capital invested by funds: $849M → $771M (-$77.5M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
2.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
25
Increased
70
Reduced
58
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$7.24M +$397K +7,517 +6%
CA
27
CWC Advisors
Oregon
$7M +$47K +890 +0.7%
TF
28
Tandem Financial
Colorado
$6.84M +$6.85M +129,819 New
FMN
29
Financial Management Network
California
$6.81M +$1.29M +24,372 +23%
DPI
30
Diversified Portfolios Inc
Michigan
$6.46M +$1.05M +19,843 +19%
AO
31
Advisor OS
Illinois
$6.15M +$3.98M +75,385 +182%
HighTower Advisors
32
HighTower Advisors
Illinois
$5.88M -$11.1M -209,469 -65%
IAA
33
Independent Advisor Alliance
North Carolina
$5.8M +$5.81M +110,010 New
KPWS
34
Kestra Private Wealth Services
Texas
$5.42M +$1.19M +22,525 +28%
MAS
35
MPWM Advisory Solutions
Georgia
$5.23M +$388K +7,351 +8%
Osaic Holdings
36
Osaic Holdings
Arizona
$4.97M -$370K -7,010 -7%
DWM
37
Dakota Wealth Management
Florida
$4.7M -$78.8K -1,493 -2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.69M -$276K -5,223 -6%
OWM
39
OneAscent Wealth Management
Alabama
$4.37M -$30.2K -573 -0.7%
CWG
40
Cornerstone Wealth Group
North Carolina
$4.26M +$250K +4,746 +6%
BFWM
41
Bright Futures Wealth Management
New York
$4.15M +$2.38M +45,074 +134%
TFM
42
Trademark Financial Management
Minnesota
$4.1M -$733K -13,880 -15%
SMAM
43
Sugar Maple Asset Management
Wisconsin
$4.02M -$69.8K -1,322 -2%
KAS
44
Kestra Advisory Services
Texas
$3.69M +$3.58M +67,898 +3,328%
HIS
45
Harvest Investment Services
Illinois
$3.54M -$958K -18,144 -21%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.44M +$1.44M +27,192 +72%
AA
47
Ancora Advisors
Ohio
$3.4M +$12K +228 +0.4%
SA
48
Sanctuary Advisors
Indiana
$3.27M +$1.45M +27,489 +79%
WWM
49
Western Wealth Management
Colorado
$3.24M +$1.49M +28,172 +85%
FS
50
Ferguson Shapiro
Georgia
$3.2M -$770K -14,597 -19%