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VanEck CLO ETF
CLOI

Overview Fund Activity

56 hedge funds and large institutions have $201M invested in VanEck CLO ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
25
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.3M
2
CRC
2
Curi RMB Capital
Illinois
$7.05M
3
FS
3
Ferguson Shapiro
Georgia
$4M
4
FTUS
4
Flow Traders U.S.
New York
$4.12M
5
Jane Street
5
Jane Street
New York
$7.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.13M
3
AWG
3
Altus Wealth Group
Colorado
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$37M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$10.6K +$10.6K +201 New
LWA
52
Lowe Wealth Advisors
Maryland
$6.92K +$6.92K +131 New
GWS
53
Glassman Wealth Services
Virginia
$3.17K +$53 +1 +2%
IGWM
54
ICA Group Wealth Management
Colorado
$2.17K – – –
FGAM
55
Financial Gravity Asset Management
Texas
$75 +$75 +1 New
Morgan Stanley
56
Morgan Stanley
New York
$65 +$65 +1 New
Goldman Sachs
57
Goldman Sachs
New York
– -$10.4M -200,000 Closed
CWM
58
Curi Wealth Management
North Carolina
– -$6.28M -120,469 Closed
AWG
59
Altus Wealth Group
Colorado
– -$768K -14,728 Closed
BWP
60
Balboa Wealth Partners
Arizona
– -$625K -11,989 Closed
LNC
61
Lincoln National Corp
Pennsylvania
– -$272K -5,221 Closed
OMC
62
Old Mission Capital
Illinois
– -$209K -4,019 Closed
Wells Fargo
63
Wells Fargo
California
– -$69.5K -1,333 Closed
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
– -$16K -311 Closed
PCM
65
Penserra Capital Management
California
– -$7K -142 Closed
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