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VanEck CLO ETF
CLOI

136 hedge funds and large institutions have $545M invested in VanEck CLO ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

34% more capital invested

Capital invested by funds: $407M → $545M (+$138M)

21% more funds holding

Funds holding: 112 → 136 (+24)

10.84% less ownership

Funds ownership: 79.75% → 68.91% (-11%)

Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
1.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
48
Increased
57
Reduced
26
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
+$50M
2
SC
Syon Capital
California
+$24.1M
3
CIA
Capital Investment Advisors
Georgia
+$17M
4
Goldman Sachs
Goldman Sachs
New York
+$15.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$12.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$28M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$9.35M
4
WF
Wayfinding Financial
Washington
-$4.32M
5
Prudential Financial
Prudential Financial
New Jersey
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
26
Financial Management Network
California
$3.98M +$1.17M +22,140 +42%
HIS
27
Harvest Investment Services
Illinois
$3.94M +$618K +11,667 +19%
TFM
28
Trademark Financial Management
Minnesota
$3.72M +$2.46M +46,543 +194%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.65M -$21.9M -412,757 -86%
AA
30
Ancora Advisors
Ohio
$3.34M +$550K +10,393 +20%
SMAM
31
Sugar Maple Asset Management
Wisconsin
$3.3M +$2.8M +52,859 +547%
IW
32
IronOak Wealth
Texas
$3.18M +$3.2M +60,332 New
MAS
33
MPWM Advisory Solutions
Georgia
$3.07M +$3.08M +58,175 New
WA
34
WESPAC Advisors
California
$2.8M -$73K -1,379 -3%
HOWA
35
Heritage Oak Wealth Advisors
Florida
$2.77M +$2.78M +52,428 New
IAA
36
Independent Advisor Alliance
North Carolina
$2.75M +$2.76M +52,132 New
FTUS
37
Flow Traders U.S.
New York
$2.5M +$1.86M +35,158 +289%
VWA
38
Visionary Wealth Advisors
Illinois
$2.48M +$752K +14,204 +43%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.36M +$2.2M +41,508 +1,294%
TC
40
TAP Consulting
Missouri
$2.24M +$1.04M +19,612 +86%
PWA
41
PCG Wealth Advisors
Kansas
$2.24M +$264K +4,983 +13%
SA
42
Sanctuary Advisors
Indiana
$2.13M +$147K +2,780 +7%
VAG
43
VisionPoint Advisory Group
Texas
$2.07M +$431K +8,142 +26%
PCMM
44
Piedmont Capital Management (Montana)
Montana
$2.05M +$127K +2,407 +7%
CP
45
Castleview Partners
Texas
$2M -$594K -11,214 -23%
JWCA
46
J.W. Cole Advisors
Florida
$1.9M +$1.9M +35,920 New
CA
47
CoreCap Advisors
Michigan
$1.84M -$1.82M -34,361 -50%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.78M +$171K +3,227 +11%
BSG
49
Black Swift Group
Colorado
$1.73M -$326K -6,155 -16%
AI
50
Atria Investments
North Carolina
$1.69M +$1.47M +27,716 +646%
1
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CLOI Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q4 2024, worth a combined $545M — up 34% from $407M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CLOI positions and 21 closed out — a net gain of 27 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $50M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $28M sold.

  • 136 institutional investors held VanEck CLO ETF (CLOI) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $545M of VanEck CLO ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 48 funds opened new VanEck CLO ETF positions in Q4 2024 and 21 closed out, a net change of +27 holders.
  • The largest VanEck CLO ETF buyer in Q4 2024 was Redhawk Wealth Advisors, an estimated $50M added.
  • The largest VanEck CLO ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $28M sold.

Based on aggregated 13F filings for Q4 2024.