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VanEck CLO ETF
CLOI

Overview Fund Activity

147 hedge funds and large institutions have $668M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
29
Increased
56
Reduced
55
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independence Asset Advisors
Pennsylvania
$58.2M
2
PI
2
PineBridge Investments
New York
$14.4M
3
CIA
3
Capital Investment Advisors
Georgia
$68.1M
4
FS
4
Ferguson Shapiro
Georgia
$17.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.19M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$404K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.76M
3
AssetMark Inc
3
AssetMark Inc
California
$155K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
76
Milestone Asset Management
Pennsylvania
$893K 16,872 -1,306 -7%
TPA
77
Trivium Point Advisory
Connecticut
$867K 16,371 +3,526 +27%
TNBTD
78
Trustmark National Bank Trust Department
Mississippi
$783K 14,779 +472 +3%
Truist Financial
79
Truist Financial
North Carolina
$774K 14,615 -856 -6%
FTUS
80
Flow Traders U.S.
New York
$765K 14,446 +14,446 New
IPW
81
Impact Partnership Wealth
Georgia
$667K 12,592 +12,592 New
WCM
82
Winebrenner Capital Management
Kentucky
$643K 12,138 +3,578 +42%
SF
83
Symphony Financial
Texas
$642K 12,145 +12,145 New
IWM
84
Iams Wealth Management
Nebraska
$634K 11,981 -1,005 -8%
HOWA
85
Heritage Oak Wealth Advisors
Florida
$634K 11,976 -43,428 -78%
WA
86
Waverly Advisors
Alabama
$630K 11,893 +25 +0.2%
OAS
87
Optivise Advisory Services
Tennessee
$620K 11,702 +1,120 +11%
CAM
88
Cresset Asset Management
Illinois
$619K 11,695 +11,695 New
AC
89
AlphaCore Capital
California
$602K 11,374 +1,934 +20%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$591K 11,155 +11,155 New
MCM
91
MAI Capital Management
Ohio
$568K 10,721 +3,487 +48%
P
92
&Partners
Tennessee
$560K 10,572 +10,572 New
CA
93
CoreCap Advisors
Michigan
$559K 10,551 -25,838 -71%
IA
94
IFP Advisors
Florida
$555K 10,487 +928 +10%
LWA
95
Lowe Wealth Advisors
Maryland
$551K 10,411 +442 +4%
SPIA
96
Steward Partners Investment Advisory
New York
$527K 9,949 +9,143 +1,134%
GS
97
GTS Securities
New York
$487K 9,194 -22,999 -71%
CB
98
Chris Bulman
California
$469K 8,852 -362 -4%
SWP
99
Summit Wealth Partners
Florida
$445K 8,398 -735 -8%
MOS
100
MGO One Seven
Ohio
$435K 8,217 -633 -7%
2 3
4
5 6