CLOI icon

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 %
NP
76
NorthRock Partners
Minnesota
$231K +$15.1K +285 +7%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$229K -$7.78K -147 -3%
AI
78
Atria Investments
North Carolina
$228K -$8.01K -151 -3%
IAS
79
Insigneo Advisory Services
Florida
$223K – – –
RA
80
RFG Advisory
Alabama
$223K +$223K +4,211 New
SSWM
81
Sheets Smith Wealth Management
North Carolina
$212K – – –
SF
82
Synovus Financial
Georgia
$210K +$210K +3,966 New
BRWA
83
B. Riley Wealth Advisors
Florida
$205K +$205K +3,868 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$170K -$1.35M -25,432 -89%
CF
85
Centaurus Financial
California
$136K +$136K +2,559 New
AFS
86
Annapolis Financial Services
Maryland
$133K – – –
CA
87
Continuum Advisory
Idaho
$131K +$131K +2,467 New
RCM
88
Raleigh Capital Management
North Carolina
$116K +$116K +2,186 New
Morgan Stanley
89
Morgan Stanley
New York
$114K +$113K +2,130 +7,607%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$111K +$111K +2,099 New
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$104K -$1.59M -29,975 -94%
NA
92
NewEdge Advisors
Louisiana
$94.8K +$94.8K +1,788 New
MFS
93
Mattson Financial Services
Michigan
$90.4K – – –
FWM
94
FSA Wealth Management
Massachusetts
$53K +$53K +1,000 New
UBS Group
95
UBS Group
Switzerland
$50.9K -$379K -7,142 -88%
FWP
96
FAS Wealth Partners
Kansas
$45.8K +$1.11K +21 +2%
PA
97
PSI Advisors
Florida
$41.6K +$41.6K +784 New
FAM
98
Family Asset Management
South Carolina
$40.4K – – –
Comerica Bank
99
Comerica Bank
Texas
$32.5K +$19.2K +362 +145%
HI
100
Harbour Investments
Wisconsin
$30.1K +$30.1K +568 New
2 3
4
5 6