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VanEck CLO ETF
CLOI

Overview Fund Activity

112 hedge funds and large institutions have $407M invested in VanEck CLO ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
39
Increased
51
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$32.1M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.6M
4
SC
4
Syon Capital
California
$17.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$9.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
HOWA
2
Heritage Oak Wealth Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$644K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$104K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
TAP Consulting
Missouri
$1.21M +$241K +4,552 +25%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.2M +$1.2M +22,704 New
FIM
53
Freedom Investment Management
Connecticut
$1.09M +$43.2K +815 +4%
MA
54
Mutual Advisors
Nebraska
$1.04M +$1.04M +19,635 New
US Bancorp
55
US Bancorp
Minnesota
$1.02M +$1.02M +19,271 New
AWA
56
Arete Wealth Advisors
Illinois
$1.02M +$312K +5,880 +44%
PAG
57
Private Advisor Group
New Jersey
$736K +$198K +3,735 +37%
BWA
58
Beam Wealth Advisors
Louisiana
$700K +$11.8K +223 +2%
FTUS
59
Flow Traders U.S.
New York
$644K -$1.86M -35,049 -74%
SPA
60
Sentinel Pension Advisors
Massachusetts
$642K +$10.9K +206 +2%
FEM
61
Fulcrum Equity Management
Texas
$641K +$48.5K +915 +8%
SF
62
Symphony Financial
Texas
$609K +$7.64K +144 +1%
SS
63
Sunbelt Securities
Texas
$533K +$257K +4,846 +93%
SMAM
64
Sugar Maple Asset Management
Wisconsin
$513K +$513K +9,670 New
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$474K +$87.5K +1,650 +23%
TPA
66
Trivium Point Advisory
Connecticut
$444K +$444K +8,378 New
WA
67
Waverly Advisors
Alabama
$417K +$109K +2,050 +35%
SFPG
68
Stonebridge Financial Planning Group
Florida
$404K +$63.5K +1,197 +19%
SB
69
Strategic Blueprint
Georgia
$391K -$50.7K -955 -11%
IA
70
IFP Advisors
Florida
$373K +$106K +2,001 +40%
BWP
71
Balboa Wealth Partners
Arizona
$336K +$336K +6,326 New
AWA
72
Arkadios Wealth Advisors
Georgia
$304K +$76.2K +1,437 +33%
MOS
73
MGO One Seven
Ohio
$261K +$37.3K +704 +17%
TA
74
TFB Advisors
Kansas
$252K +$252K +4,757 New
PIA
75
Perennial Investment Advisors
California
$247K -$114K -2,156 -32%
1 2
3
4 5