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VanEck CLO ETF
CLOI

136 hedge funds and large institutions have $545M invested in VanEck CLO ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

34% more capital invested

Capital invested by funds: $407M → $545M (+$138M)

21% more funds holding

Funds holding: 112 → 136 (+24)

10.84% less ownership

Funds ownership: 79.75% → 68.91% (-11%)

Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
1.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
48
Increased
57
Reduced
26
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
+$50M
2
SC
Syon Capital
California
+$24.1M
3
CIA
Capital Investment Advisors
Georgia
+$17M
4
Goldman Sachs
Goldman Sachs
New York
+$15.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$12.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$28M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$9.35M
4
WF
Wayfinding Financial
Washington
-$4.32M
5
Prudential Financial
Prudential Financial
New Jersey
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
51
Allen Capital Group
Nebraska
$1.56M +$115K +2,162 +8%
AWA
52
Arete Wealth Advisors
Illinois
$1.47M +$465K +8,788 +46%
SWM
53
SFG Wealth Management
Maryland
$1.45M -$145K -2,742 -9%
BOSSRA
54
B.O.S.S. Retirement Advisors
Utah
$1.45M +$1.45M +27,397 New
AO
55
Advisor OS
Illinois
$1.37M +$67.5K +1,274 +5%
AWM
56
Adams Wealth Management
Utah
$1.34M +$2.44K +46 +0.2%
CI
57
CacheTech Inc
Utah
$1.34M +$2.44K +46 +0.2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.32M +$122K +2,295 +10%
IWM
59
IHT Wealth Management
Illinois
$1.26M +$1.26M +23,783 New
Citadel Advisors
60
Citadel Advisors
Florida
$1.25M +$1.26M +23,739 New
MA
61
Mutual Advisors
Nebraska
$1.2M +$162K +3,050 +16%
TAM
62
TCP Asset Management
Ohio
$1.17M -$66.3K -1,251 -5%
MAM
63
Milestone Asset Management
Pennsylvania
$1.06M -$532K -10,043 -33%
RIS
64
Richmond Investment Services
Wisconsin
$1.05M +$1.05M +19,850 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$998K +$773K +14,591 +337%
Truist Financial
66
Truist Financial
North Carolina
$886K -$740K -13,969 -45%
FIM
67
Freedom Investment Management
Connecticut
$875K -$206K -3,894 -19%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$871K -$1.71M -32,287 -66%
SPA
69
Sentinel Pension Advisors
Massachusetts
$868K +$230K +4,335 +36%
PAG
70
Private Advisor Group
New Jersey
$800K +$68.2K +1,287 +9%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$766K +$768K +14,507 New
SWP
72
Stratos Wealth Partners
Ohio
$671K +$673K +12,707 New
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$645K +$174K +3,284 +37%
SF
74
Symphony Financial
Texas
$617K +$8.47K +160 +1%
GVCM
75
Global View Capital Management
Wisconsin
$598K +$600K +11,329 New
1 2
3
4 5

CLOI Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q4 2024, worth a combined $545M — up 34% from $407M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CLOI positions and 21 closed out — a net gain of 27 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $50M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $28M sold.

  • 136 institutional investors held VanEck CLO ETF (CLOI) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $545M of VanEck CLO ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 48 funds opened new VanEck CLO ETF positions in Q4 2024 and 21 closed out, a net change of +27 holders.
  • The largest VanEck CLO ETF buyer in Q4 2024 was Redhawk Wealth Advisors, an estimated $50M added.
  • The largest VanEck CLO ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $28M sold.

Based on aggregated 13F filings for Q4 2024.