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VanEck CLO ETF
CLOI

Overview Fund Activity

89 hedge funds and large institutions have $255M invested in VanEck CLO ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
89
Holders Change
+33
Holders Change %
+58.93%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
36
Increased
34
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Darwin Wealth Management
Florida
$10.3M
2
AssetMark Inc
2
AssetMark Inc
California
$7.94M
3
GI
3
Gradient Investments
Minnesota
$11.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.64M
5
CA
5
CoreCap Advisors
Michigan
$3.84M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$31.7M
2
Jane Street
2
Jane Street
New York
$3.22M
3
FTUS
3
Flow Traders U.S.
New York
$2.5M
4
TAM
4
TCP Asset Management
Ohio
$670K
5
PIA
5
Perennial Investment Advisors
California
$360K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$544K +$106K +2,000 +24%
PAG
52
Private Advisor Group
New Jersey
$537K +$537K +10,144 New
AAS
53
Ameritas Advisory Services
Nebraska
$480K +$35.1K +663 +8%
SB
54
Strategic Blueprint
Georgia
$441K +$441K +8,336 New
SWM
55
Seed Wealth Management
Illinois
$440K – – –
UBS Group
56
UBS Group
Switzerland
$429K +$67K +1,266 +19%
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$386K +$386K +7,288 New
PIA
58
Perennial Investment Advisors
California
$360K -$190K -3,580 -34%
SFPG
59
Stonebridge Financial Planning Group
Florida
$340K +$106K +2,000 +45%
WA
60
Waverly Advisors
Alabama
$308K +$16.1K +304 +6%
SS
61
Sunbelt Securities
Texas
$276K +$276K +5,211 New
IA
62
IFP Advisors
Florida
$267K +$267K +5,040 New
CIA
63
Concurrent Investment Advisors
Florida
$251K +$251K +4,750 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$237K +$237K +4,473 New
AI
65
Atria Investments
North Carolina
$235K +$235K +4,444 New
AWA
66
Arkadios Wealth Advisors
Georgia
$227K +$227K +4,294 New
MOS
67
MGO One Seven
Ohio
$223K +$223K +4,210 New
IAS
68
Insigneo Advisory Services
Florida
$222K +$222K +4,211 New
NP
69
NorthRock Partners
Minnesota
$216K -$59K -1,114 -21%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$212K – – –
TSS
71
Two Sigma Securities
New York
$210K +$210K +3,964 New
BPWM
72
Black Point Wealth Management
Florida
$205K +$205K +3,865 New
AFS
73
Annapolis Financial Services
Maryland
$133K +$133K +2,507 New
MFS
74
Mattson Financial Services
Michigan
$90.4K +$90.4K +1,708 New
FWP
75
FAS Wealth Partners
Kansas
$44.6K +$1.22K +23 +3%
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