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VanEck CLO ETF
CLOI

Overview Fund Activity

148 hedge funds and large institutions have $668M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 33 closing their positions.

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
1.99%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
30
Increased
56
Reduced
55
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independence Asset Advisors
Pennsylvania
$58.2M
2
PI
2
PineBridge Investments
New York
$14.4M
3
CIA
3
Capital Investment Advisors
Georgia
$68.1M
4
FS
4
Ferguson Shapiro
Georgia
$17.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.19M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$404K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.76M
3
AssetMark Inc
3
AssetMark Inc
California
$155K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Maridea Wealth Management
New York
$7.11M +$23K +435 +0.3%
CA
27
CWC Advisors
Oregon
$6.68M +$80.1K +1,512 +1%
SWA
28
Sax Wealth Advisors
New Jersey
$6.13M +$5.76M +108,846 +1,593%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$5.3M +$5.3M +100,010 New
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
$5.16M -$31.2K -590 -0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$5M -$296K -5,589 -6%
VWA
32
Visionary Wealth Advisors
Illinois
$4.59M +$988K +18,664 +27%
TFM
33
Trademark Financial Management
Minnesota
$4.37M -$341K -6,439 -7%
IP
34
Integras Partners
Georgia
$4.33M -$3.18M -60,096 -42%
Osaic Holdings
35
Osaic Holdings
Arizona
$4.33M +$2.14M +40,428 +98%
IA
36
Integrity Alliance
Iowa
$4.21M -$72.4K -1,367 -2%
FMN
37
Financial Management Network
California
$4.2M -$70.1K -1,324 -2%
NW
38
NewEdge Wealth
Pennsylvania
$4.17M +$4.17M +78,881 New
SMAM
39
Sugar Maple Asset Management
Wisconsin
$3.85M +$129K +2,429 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.76M -$21.9M -414,136 -85%
AA
41
Ancora Advisors
Ohio
$3.48M +$201K +3,788 +6%
AI
42
Atria Investments
North Carolina
$3.06M -$667K -12,595 -18%
NA
43
NewEdge Advisors
Louisiana
$2.93M +$1.89M +35,691 +181%
Mariner
44
Mariner
Kansas
$2.92M +$2.92M +55,077 New
WF
45
Wayfinding Financial
Washington
$2.88M -$1.75M -33,123 -38%
Goldman Sachs
46
Goldman Sachs
New York
$2.78M +$2.78M +52,487 New
MAS
47
MPWM Advisory Solutions
Georgia
$2.78M +$138K +2,603 +5%
PCM
48
Piedmont Capital Management
Montana
$2.48M +$116K +2,188 +5%
KPWS
49
Kestra Private Wealth Services
Texas
$2.4M +$2.4M +45,346 New
RIS
50
Richmond Investment Services
Wisconsin
$2.36M +$1.25M +23,646 +113%
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