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VanEck CLO ETF
CLOI

Overview Fund Activity

112 hedge funds and large institutions have $407M invested in VanEck CLO ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
39
Increased
51
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$32.1M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.6M
4
SC
4
Syon Capital
California
$17.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$9.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
HOWA
2
Heritage Oak Wealth Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$644K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$104K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$170K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$2.81M 52,980 +52,980 New
FMN
27
Financial Management Network
California
$2.81M 53,146 +6,320 +13%
CP
28
Castleview Partners
Texas
$2.6M 49,047 +7,374 +18%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$2.59M 48,798 +22,220 +84%
Jane Street
30
Jane Street
New York
$2.59M 48,793 -12,071 -20%
LIG
31
Lokken Investment Group
Delaware
$2.31M 43,516 +43,516 New
BSG
32
Black Swift Group
Colorado
$2.07M 38,977 +6,350 +19%
PWA
33
PCG Wealth Advisors
Kansas
$1.99M 37,444 +21,106 +129%
SA
34
Sanctuary Advisors
Indiana
$1.98M 37,311 +37,311 New
PCM
35
Piedmont Capital Management
Montana
$1.93M 36,505 +36,505 New
PAS
36
Park Avenue Securities
New York
$1.76M 33,233 +33,233 New
VWA
37
Visionary Wealth Advisors
Illinois
$1.74M 32,786 +32,786 New
VAG
38
VisionPoint Advisory Group
Texas
$1.64M 31,005 +3,152 +11%
Truist Financial
39
Truist Financial
North Carolina
$1.63M 30,753 +4,124 +15%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.62M 30,580 +2,362 +8%
SWM
41
SFG Wealth Management
Maryland
$1.6M 30,245 +30,245 New
MAM
42
Milestone Asset Management
Pennsylvania
$1.59M 30,050 +3,622 +14%
AWS
43
Atria Wealth Solutions
New York
$1.55M 29,251 +2,555 +10%
ACG
44
Allen Capital Group
Nebraska
$1.46M 27,445 +14,981 +120%
CI
45
CacheTech Inc
Utah
$1.34M 25,341 +2,491 +11%
AWM
46
Adams Wealth Management
Utah
$1.34M 25,341 +2,491 +11%
AO
47
Advisor OS
Illinois
$1.3M 24,596 +4,111 +20%
WWA
48
WCG Wealth Advisors
Nevada
$1.29M 24,354 +2,128 +10%
TFM
49
Trademark Financial Management
Minnesota
$1.27M 23,980 +1,731 +8%
TAM
50
TCP Asset Management
Ohio
$1.24M 23,350 +10,688 +84%
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