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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
BWA
76
Beam Wealth Advisors
Louisiana
$585K -$112K -2,114 -16%
AWS
77
Atria Wealth Solutions
New York
$572K -$975K -18,405 -63%
IWM
78
Iams Wealth Management
Nebraska
$560K +$562K +10,620 New
AAS
79
Ameritas Advisory Services
Nebraska
$537K +$539K +10,172 New
CB
80
Chris Bulman
California
$506K +$508K +9,588 New
GWM
81
Geneos Wealth Management
Colorado
$506K +$508K +9,584 New
WA
82
Waverly Advisors
Alabama
$498K +$83.4K +1,575 +20%
IAA
83
Independence Asset Advisors
Pennsylvania
$484K +$486K +9,172 New
MOS
84
MGO One Seven
Ohio
$481K +$223K +4,207 +86%
GS
85
GTS Securities
New York
$470K +$472K +8,906 New
BCA
86
Bay Colony Advisors
Massachusetts
$450K +$451K +8,519 New
TPA
87
Trivium Point Advisory
Connecticut
$437K -$4.71K -89 -1%
IA
88
IFP Advisors
Florida
$422K +$50.2K +948 +13%
SFPG
89
Stonebridge Financial Planning Group
Florida
$418K +$15.9K +300 +4%
SB
90
Strategic Blueprint
Georgia
$402K +$12.9K +243 +3%
AWA
91
Arkadios Wealth Advisors
Georgia
$393K +$90.5K +1,708 +30%
KWM
92
Kingsview Wealth Management
Oregon
$381K +$382K +7,213 New
BWP
93
Balboa Wealth Partners
Arizona
$353K +$18.9K +356 +6%
FEM
94
Fulcrum Equity Management
Texas
$329K -$310K -5,850 -48%
MA
95
MONECO Advisors
Connecticut
$313K +$314K +5,934 New
PIA
96
Perennial Investment Advisors
California
$307K +$62.2K +1,175 +25%
TA
97
TFB Advisors
Kansas
$292K +$41.6K +785 +17%
NA
98
NewEdge Advisors
Louisiana
$285K +$191K +3,610 +202%
LWA
99
Lowe Wealth Advisors
Maryland
$255K +$249K +4,701 +3,589%
AWA
100
Authentikos Wealth Advisory
California
$255K +$255K +4,823 New
2 3
4
5 6

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.