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VanEck CLO ETF

167 hedge funds and large institutions have $771M invested in VanEck CLO ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

5.51% less ownership

Funds ownership: 64.3%58.79% (-5.5%)

6% less funds holding

Funds holding: 177167 (-10)

9% less capital invested

Capital invested by funds: $849M → $771M (-$77.5M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
2.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
25
Increased
70
Reduced
58
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
51
Cathy Pareto & Associates
Florida
$3.18M +$562K +10,650 +21%
AA
52
Armis Advisers
Georgia
$3.1M +$207K +3,931 +7%
PCMM
53
Piedmont Capital Management (Montana)
Montana
$2.94M +$116K +2,190 +4%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$2.91M -$2.51M -47,575 -46%
AWA
55
Arete Wealth Advisors
Illinois
$2.68M -$2.48M -46,923 -48%
AWM
56
Adams Wealth Management
Utah
$2.64M -$185K -3,506 -7%
CI
57
CacheTech Inc
Utah
$2.64M -$185K -3,506 -7%
SF
58
Summit Financial
New Jersey
$2.5M +$418K +7,926 +20%
WCM
59
Winebrenner Capital Management
Kentucky
$2.45M +$664K +12,583 +37%
PAG
60
Private Advisor Group
New Jersey
$2.32M +$720K +13,645 +45%
Kovitz Investment Group Partners
61
Kovitz Investment Group Partners
Illinois
$2.26M -$57.6K -1,092 -2%
Citadel Advisors
62
Citadel Advisors
Florida
$2.23M +$2.24M +42,391 New
RIS
63
Richmond Investment Services
Wisconsin
$2.17M -$701K -13,277 -24%
SPIA
64
Steward Partners Investment Advisory
New York
$2.1M +$474K +8,984 +29%
ACG
65
Allen Capital Group
Nebraska
$2.01M -$10.9K -207 -0.5%
PI
66
PineBridge Investments
New York
$1.96M -$29.6M -559,928 -94%
IPW
67
Impact Partnership Wealth
Georgia
$1.95M +$352K +6,668 +22%
MCM
68
MAI Capital Management
Ohio
$1.92M +$346K +6,559 +22%
GGS
69
Galvin Gaustad & Stein
Arizona
$1.86M +$482K +9,133 +35%
TRCT
70
Tower Research Capital (TRC)
New York
$1.83M +$1.83M +34,704 New
BCG
71
Breakwater Capital Group
New Jersey
$1.73M -$700K -13,270 -29%
NA
72
NewEdge Advisors
Louisiana
$1.66M -$102K -1,939 -6%
MYIA
73
Mount Yale Investment Advisors
Colorado
$1.64M +$196K +3,714 +14%
VAS
74
Vestmark Advisory Solutions
Massachusetts
$1.63M +$185K +3,513 +13%
IWM
75
IHT Wealth Management
Illinois
$1.58M +$510K +9,655 +47%