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VanEck CLO ETF
CLOI

157 hedge funds and large institutions have $688M invested in VanEck CLO ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 31

26% more capital invested

Capital invested by funds: $545M → $688M (+$142M)

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

15% more funds holding

Funds holding: 136 → 157 (+21)

1.09% less ownership

Funds ownership: 68.91% → 67.82% (-1.1%)

Holders
157
Holders Change
+21
Holders Change %
+15.44%
% of All Funds
2.11%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
40
Increased
77
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$22.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22M
3
GWM
Geneos Wealth Management
Colorado
+$12.3M
4
CIA
Capital Investment Advisors
Georgia
+$10.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$9.81M

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$16.3M
2
Goldman Sachs
Goldman Sachs
New York
-$15.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$2.75M
4
FTUS
Flow Traders U.S.
New York
-$2.5M
5
MWM
Maridea Wealth Management
New York
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$8.59M +$118K +2,233 +1%
IP
27
Integras Partners
Georgia
$7.5M +$386K +7,295 +5%
JWCA
28
J.W. Cole Advisors
Florida
$7.36M +$5.47M +103,381 +288%
LIG
29
Lokken Investment Group
Delaware
$7.32M +$561K +10,589 +8%
MWM
30
Maridea Wealth Management
New York
$7.07M -$2.06M -38,953 -23%
CA
31
CWC Advisors
Oregon
$6.59M +$6.6M +124,659 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.28M +$4.29M +80,999 +428%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$5.18M +$5.19M +97,981 New
Jane Street
34
Jane Street
New York
$5.09M -$761K -14,377 -13%
TFM
35
Trademark Financial Management
Minnesota
$4.7M +$975K +18,404 +26%
WF
36
Wayfinding Financial
Washington
$4.63M +$4.64M +87,627 New
SA
37
Sanctuary Advisors
Indiana
$4.47M +$2.35M +44,442 +111%
IA
38
Integrity Alliance
Iowa
$4.28M +$4.29M +80,931 New
FMN
39
Financial Management Network
California
$4.2M +$284K +5,358 +7%
Citadel Advisors
40
Citadel Advisors
Florida
$3.84M +$2.59M +48,982 +206%
AI
41
Atria Investments
North Carolina
$3.72M +$2.03M +38,421 +120%
SMAM
42
Sugar Maple Asset Management
Wisconsin
$3.71M +$409K +7,727 +12%
VWA
43
Visionary Wealth Advisors
Illinois
$3.6M +$1.12M +21,123 +45%
AA
44
Ancora Advisors
Ohio
$3.27M -$80.4K -1,518 -2%
WA
45
WESPAC Advisors
California
$3.16M +$355K +6,704 +13%
JP Morgan Chase
46
JP Morgan Chase
New York
$3.15M +$3.16M +59,608 New
HOWA
47
Heritage Oak Wealth Advisors
Florida
$2.93M +$158K +2,976 +6%
MAS
48
MPWM Advisory Solutions
Georgia
$2.63M -$443K -8,359 -14%
CP
49
Castleview Partners
Texas
$2.31M +$314K +5,936 +16%
PCMM
50
Piedmont Capital Management (Montana)
Montana
$2.31M +$301K +5,692 +15%
1
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CLOI Hedge Fund Activity: Q1 2025 in Review

157 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q1 2025, worth a combined $688M — up 26% from $545M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CLOI positions and 15 closed out — a net gain of 25 holders — while 77 added to existing stakes and 31 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.6M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $16.3M.

  • 157 institutional investors held VanEck CLO ETF (CLOI) as of Q1 2025, up from 136 in Q4 2024.
  • Funds reported $688M of VanEck CLO ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 40 funds opened new VanEck CLO ETF positions in Q1 2025 and 15 closed out, a net change of +25 holders.
  • The largest VanEck CLO ETF buyer in Q1 2025 was LPL Financial, an estimated $22.6M added.
  • The largest VanEck CLO ETF seller in Q1 2025 was Redhawk Wealth Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2025.