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VanEck CLO ETF
CLOI

159 hedge funds and large institutions have $780M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 41

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $679M → $780M (+$101M)

5% more funds holding

Funds holding: 152 → 159 (+7)

1.19% less ownership

Funds ownership: 65.1% → 63.91% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
29
Increased
74
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independence Asset Advisors
Pennsylvania
+$25M
2
LPL Financial
LPL Financial
California
+$15.6M
3
OPAM
Ocean Park Asset Management
California
+$14M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$11.6M
5
SWA
Sax Wealth Advisors
New Jersey
+$7.97M

Top Sellers

1
PI
PineBridge Investments
New York
-$7.08M
2
SC
Syon Capital
California
-$6.49M
3
HIS
Harvest Investment Services
Illinois
-$5.44M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.3M
5
VWA
Visionary Wealth Advisors
Illinois
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$8.57M -$233K -4,410 -3%
JWCA
27
J.W. Cole Advisors
Florida
$8.27M +$332K +6,267 +4%
IP
28
Integras Partners
Georgia
$8.24M +$3.88M +73,269 +90%
SPA
29
Sentinel Pension Advisors
Massachusetts
$8.22M +$31.8K +601 +0.4%
LIG
30
Lokken Investment Group
Delaware
$7.74M +$174K +3,282 +2%
PI
31
PineBridge Investments
New York
$7.33M -$7.08M -133,737 -49%
Stifel Financial
32
Stifel Financial
Missouri
$6.76M +$6.74M +127,360 New
CA
33
CWC Advisors
Oregon
$6.71M +$14.3K +271 +0.2%
TF
34
Tandem Financial
Colorado
$5.82M +$5.81M +109,657 New
AWA
35
Arete Wealth Advisors
Illinois
$5.18M +$3.72M +70,274 +257%
TFM
36
Trademark Financial Management
Minnesota
$4.82M +$443K +8,368 +10%
FMN
37
Financial Management Network
California
$4.61M +$419K +7,921 +10%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$4.53M +$3.13M +59,188 +226%
OWM
39
OneAscent Wealth Management
Alabama
$4.31M +$4.29M +81,105 New
NW
40
NewEdge Wealth
Pennsylvania
$4.09M -$79.5K -1,502 -2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$4.08M +$302K +5,710 +8%
HIS
42
Harvest Investment Services
Illinois
$4.01M -$5.44M -102,841 -58%
SMAM
43
Sugar Maple Asset Management
Wisconsin
$3.99M +$129K +2,434 +3%
OFS
44
OneAscent Financial Services
Alabama
$3.98M +$3.96M +74,869 New
CWG
45
Cornerstone Wealth Group
North Carolina
$3.82M +$3.81M +72,007 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.69M +$1.97M +37,172 +115%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$3.62M +$3.61M +68,239 New
Osaic Holdings
48
Osaic Holdings
Arizona
$3.47M -$1.79M -33,866 -34%
NA
49
NewEdge Advisors
Louisiana
$3.45M +$505K +9,532 +17%
KPWS
50
Kestra Private Wealth Services
Texas
$3.28M +$865K +16,333 +36%
1
2
3 4 5

CLOI Hedge Fund Activity: Q3 2025 in Review

159 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q3 2025, worth a combined $780M — up 15% from $679M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLOI positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 41 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $25M. The largest seller was PineBridge Investments, cutting an estimated $7.08M.

  • 159 institutional investors held VanEck CLO ETF (CLOI) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $780M of VanEck CLO ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 29 funds opened new VanEck CLO ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest VanEck CLO ETF buyer in Q3 2025 was Independence Asset Advisors, an estimated $25M added.
  • The largest VanEck CLO ETF seller in Q3 2025 was PineBridge Investments, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2025.