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VanEck CLO ETF
CLOI

159 hedge funds and large institutions have $780M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 41

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $679M → $780M (+$101M)

5% more funds holding

Funds holding: 152 → 159 (+7)

1.19% less ownership

Funds ownership: 65.1% → 63.91% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
29
Increased
74
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independence Asset Advisors
Pennsylvania
+$25M
2
LPL Financial
LPL Financial
California
+$15.6M
3
OPAM
Ocean Park Asset Management
California
+$14M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$11.6M
5
SWA
Sax Wealth Advisors
New Jersey
+$7.97M

Top Sellers

1
PI
PineBridge Investments
New York
-$7.08M
2
SC
Syon Capital
California
-$6.49M
3
HIS
Harvest Investment Services
Illinois
-$5.44M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.3M
5
VWA
Visionary Wealth Advisors
Illinois
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$1.18M +$34K +643 +3%
VAG
77
VisionPoint Advisory Group
Texas
$1.14M -$162K -3,056 -12%
IA
78
Integrity Alliance
Iowa
$1.11M -$3.11M -58,750 -74%
PAG
79
Private Advisor Group
New Jersey
$1.1M +$189K +3,574 +21%
IWM
80
Iams Wealth Management
Nebraska
$1.07M +$437K +8,260 +69%
BOSSRA
81
B.O.S.S. Retirement Advisors
Utah
$1.05M +$44.4K +839 +4%
PWM
82
Peck Wealth Management
New York
$949K +$947K +17,878 New
WA
83
Waverly Advisors
Alabama
$927K +$295K +5,571 +47%
RC
84
Rovin Capital
Arizona
$918K +$19.7K +372 +2%
CP
85
Castleview Partners
Texas
$885K -$1.17M -22,172 -57%
TPA
86
Trivium Point Advisory
Connecticut
$884K +$14.5K +273 +2%
MAM
87
Milestone Asset Management
Pennsylvania
$868K -$27.7K -523 -3%
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$788K +$2.81K +53 +0.4%
WCM
89
Winebrenner Capital Management
Kentucky
$775K +$130K +2,450 +20%
CA
90
CoreCap Advisors
Michigan
$756K +$195K +3,682 +35%
P
91
&Partners
Tennessee
$735K +$173K +3,264 +31%
NCM
92
Narwhal Capital Management
Georgia
$711K +$708K +13,381 New
LI
93
LifeWealth Investments
Florida
$703K +$109K +2,066 +18%
MCM
94
MAI Capital Management
Ohio
$675K +$105K +1,988 +19%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$671K +$78.4K +1,480 +13%
OAS
96
Optivise Advisory Services
Tennessee
$660K +$39K +737 +6%
SF
97
Symphony Financial
Texas
$657K +$12.6K +238 +2%
WA
98
WESPAC Advisors
California
$647K +$303K +5,721 +88%
SPIA
99
Steward Partners Investment Advisory
New York
$629K +$100K +1,890 +19%
AC
100
AlphaCore Capital
California
$604K – – –
2 3
4
5 6

CLOI Hedge Fund Activity: Q3 2025 in Review

159 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q3 2025, worth a combined $780M — up 15% from $679M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLOI positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 41 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $25M. The largest seller was PineBridge Investments, cutting an estimated $7.08M.

  • 159 institutional investors held VanEck CLO ETF (CLOI) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $780M of VanEck CLO ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 29 funds opened new VanEck CLO ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest VanEck CLO ETF buyer in Q3 2025 was Independence Asset Advisors, an estimated $25M added.
  • The largest VanEck CLO ETF seller in Q3 2025 was PineBridge Investments, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2025.