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VanEck CLO ETF

177 hedge funds and large institutions have $849M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

102% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 42

11% more funds holding

Funds holding: 159177 (+18)

9% more capital invested

Capital invested by funds: $780M → $849M (+$68.6M)

0.4% more ownership

Funds ownership: 63.91%64.3% (+0.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
41
Increased
85
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maridea Wealth Management
New York
$8.39M -$479K -9,056 -5%
GWM
27
Geneos Wealth Management
Colorado
$8.29M -$265K -5,010 -3%
JWCA
28
J.W. Cole Advisors
Florida
$8.24M +$16.4K +310 +0.2%
OFS
29
OneAscent Financial Services
Alabama
$7.05M +$3.1M +58,677 +78%
CA
30
CWC Advisors
Oregon
$6.97M +$295K +5,574 +4%
Stifel Financial
31
Stifel Financial
Missouri
$6.86M +$132K +2,488 +2%
SPA
32
Sentinel Pension Advisors
Massachusetts
$6.59M -$1.59M -30,065 -19%
FMN
33
Financial Management Network
California
$5.56M +$950K +17,947 +21%
DPI
34
Diversified Portfolios Inc
Michigan
$5.43M +$5.44M +102,794 New
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$5.43M +$1.83M +34,544 +51%
Osaic Holdings
36
Osaic Holdings
Arizona
$5.35M +$1.9M +35,866 +55%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$5.26M +$5.27M +99,552 New
AWA
38
Arete Wealth Advisors
Illinois
$5.17M +$10.1K +190 +0.2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.97M +$912K +17,244 +22%
MAS
40
MPWM Advisory Solutions
Georgia
$4.85M +$2.07M +39,122 +74%
TFM
41
Trademark Financial Management
Minnesota
$4.84M +$41.8K +790 +0.9%
DWM
42
Dakota Wealth Management
Florida
$4.78M +$4.79M +90,596 New
HIS
43
Harvest Investment Services
Illinois
$4.51M +$522K +9,872 +13%
OWM
44
OneAscent Wealth Management
Alabama
$4.41M +$127K +2,402 +3%
KPWS
45
Kestra Private Wealth Services
Texas
$4.24M +$984K +18,605 +30%
SMAM
46
Sugar Maple Asset Management
Wisconsin
$4.1M +$129K +2,434 +3%
CWG
47
Cornerstone Wealth Group
North Carolina
$4.02M +$222K +4,204 +6%
FS
48
Ferguson Shapiro
Georgia
$3.98M -$10.2M -193,136 -72%
Morgan Stanley
49
Morgan Stanley
New York
$3.91M +$3.9M +73,625 +16,075%
AA
50
Ancora Advisors
Ohio
$3.4M +$166K +3,138 +5%