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VanEck CLO ETF
CLOI

Overview Fund Activity

147 hedge funds and large institutions have $668M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
29
Increased
56
Reduced
55
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independence Asset Advisors
Pennsylvania
$58.2M
2
PI
2
PineBridge Investments
New York
$14.4M
3
CIA
3
Capital Investment Advisors
Georgia
$68.1M
4
FS
4
Ferguson Shapiro
Georgia
$17.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.19M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$404K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.76M
3
AssetMark Inc
3
AssetMark Inc
California
$155K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IW
51
IronOak Wealth
Texas
$2.09M 39,515 +39,515 New
CP
52
Castleview Partners
Texas
$2.06M 38,841 -4,928 -11%
AO
53
Advisor OS
Illinois
$2.05M 38,737 +9,741 +34%
ACG
54
Allen Capital Group
Nebraska
$1.98M 37,321 +4,866 +15%
TAM
55
TCP Asset Management
Ohio
$1.84M 34,666 +701 +2%
BCG
56
Breakwater Capital Group
New Jersey
$1.82M 34,335 +34,335 New
Jane Street
57
Jane Street
New York
$1.77M 33,360 -63,019 -65%
HF
58
HRT Financial
New York
$1.72M 32,574 +32,574 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1.71M 32,227 +23,181 +256%
CGH
60
Crossmark Global Holdings
Texas
$1.54M 29,012 -199 -0.7%
Citadel Advisors
61
Citadel Advisors
Florida
$1.49M 28,055 -44,666 -61%
AA
62
Armis Advisers
Georgia
$1.47M 27,863 +4,834 +21%
AWA
63
Arete Wealth Advisors
Illinois
$1.45M 27,337 -1,278 -4%
MA
64
Mutual Advisors
Nebraska
$1.43M 26,867 -193 -0.7%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$1.39M 26,230 +24,565 +1,475%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$1.36M 25,633 +48 +0.2%
VAG
67
VisionPoint Advisory Group
Texas
$1.3M 24,470 -452 -2%
WWM
68
Western Wealth Management
Colorado
$1.27M 23,956 +23,956 New
BSG
69
Black Swift Group
Colorado
$1.19M 22,435 -8,150 -27%
IWM
70
IHT Wealth Management
Illinois
$1.15M 21,634 -3,980 -16%
CPA
71
Cathy Pareto & Associates
Florida
$1.11M 20,916 +5,991 +40%
BOSSRA
72
B.O.S.S. Retirement Advisors
Utah
$1M 18,973 -6,982 -27%
SFPG
73
Stonebridge Financial Planning Group
Florida
$986K 18,626 +7,868 +73%
PAG
74
Private Advisor Group
New Jersey
$905K 17,086 +3,425 +25%
RC
75
Rovin Capital
Arizona
$896K 16,913 +2,126 +14%
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