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VanEck CLO ETF

167 hedge funds and large institutions have $771M invested in VanEck CLO ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

5.51% less ownership

Funds ownership: 64.3%58.79% (-5.5%)

6% less funds holding

Funds holding: 177167 (-10)

9% less capital invested

Capital invested by funds: $849M → $771M (-$77.5M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
2.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
25
Increased
70
Reduced
58
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$1.53M +$66.8K +1,265 +5%
AI
77
Atria Investments
North Carolina
$1.52M +$73.9K +1,401 +5%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.48M +$1.48M +28,131 New
GVAG
79
Great Valley Advisor Group
Delaware
$1.44M +$1.44M +27,364 New
SFPG
80
Stonebridge Financial Planning Group
Florida
$1.42M -$7.71K -146 -0.5%
PWA
81
PCG Wealth Advisors
Kansas
$1.31M -$128K -2,416 -9%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$1.18M -$408K -7,729 -26%
FFA
83
Farther Finance Advisors
California
$1.16M +$330K +6,244 +39%
SWP
84
Stratos Wealth Partners
Ohio
$1.11M +$871K +16,511 +368%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$1.1M +$317K +5,997 +40%
WA
86
Waverly Advisors
Alabama
$999K -$8.55K -162 -0.8%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$994K +$447K +8,460 +81%
NCM
88
Narwhal Capital Management
Georgia
$958K +$141K +2,664 +17%
CP
89
Castleview Partners
Texas
$958K +$174K +3,306 +22%
VAG
90
VisionPoint Advisory Group
Texas
$845K +$5.28K +100 +0.6%
UB
91
UMB Bank
Missouri
$775K
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$718K -$379K -7,181 -34%
OFO
93
OneAscent Family Office
Alabama
$708K -$51.5K -975 -7%
OAS
94
Optivise Advisory Services
Tennessee
$698K -$2.96K -56 -0.4%
MAM
95
Milestone Asset Management
Pennsylvania
$698K -$331K -6,273 -32%
SPA
96
Sentinel Pension Advisors
Massachusetts
$685K -$5.9M -111,696 -90%
P
97
&Partners
Tennessee
$672K -$17.8K -338 -3%
AWM
98
Ariadne Wealth Management
California
$651K
AC
99
AlphaCore Capital
California
$599K
TAM
100
TCP Asset Management
Ohio
$588K