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VanEck CLO ETF

155 hedge funds and large institutions have $777M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$3.25M
AWM
52
Adams Wealth Management
Utah
$3.1M
CI
53
CacheTech Inc
Utah
$3.1M
WF
54
Wayfinding Financial
Washington
$2.91M
MAS
55
MPWM Advisory Solutions
Georgia
$2.8M
PCM
56
Piedmont Capital Management
Montana
$2.61M
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$2.4M
SF
58
Summit Financial
New Jersey
$2.12M
AO
59
Advisor OS
Illinois
$2.01M
BCG
60
Breakwater Capital Group
New Jersey
$1.96M
ACG
61
Allen Capital Group
Nebraska
$1.95M
RIS
62
Richmond Investment Services
Wisconsin
$1.91M
AA
63
Armis Advisers
Georgia
$1.84M
AI
64
Atria Investments
North Carolina
$1.7M
BFWM
65
Bright Futures Wealth Management
New York
$1.61M
WWM
66
Western Wealth Management
Colorado
$1.61M
CGH
67
Crossmark Global Holdings
Texas
$1.58M
CPA
68
Cathy Pareto & Associates
Florida
$1.55M
PWA
69
PCG Wealth Advisors
Kansas
$1.55M
IPW
70
Impact Partnership Wealth
Georgia
$1.47M
MA
71
Mutual Advisors
Nebraska
$1.47M
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$1.36M
MYIA
73
Mount Yale Investment Advisors
Colorado
$1.36M
SFPG
74
Stonebridge Financial Planning Group
Florida
$1.32M
IWM
75
IHT Wealth Management
Illinois
$1.18M