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VanEck CLO ETF

177 hedge funds and large institutions have $849M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

102% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 42

11% more funds holding

Funds holding: 159177 (+18)

9% more capital invested

Capital invested by funds: $780M → $849M (+$68.6M)

0.4% more ownership

Funds ownership: 63.91%64.3% (+0.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
41
Increased
85
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$1.47M +$3.86K +73 +0.3%
MYIA
77
Mount Yale Investment Advisors
Colorado
$1.45M +$98.9K +1,869 +7%
VAS
78
Vestmark Advisory Solutions
Massachusetts
$1.45M +$1.45M +27,422 New
AI
79
Atria Investments
North Carolina
$1.45M -$241K -4,550 -14%
PWA
80
PCG Wealth Advisors
Kansas
$1.44M -$101K -1,916 -7%
SFPG
81
Stonebridge Financial Planning Group
Florida
$1.43M +$118K +2,233 +9%
GGS
82
Galvin Gaustad & Stein
Arizona
$1.39M +$1.39M +26,235 New
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$8.09M -152,971 -88%
PA
84
ProCore Advisors
California
$1.08M +$1.08M +20,481 New
IWM
85
IHT Wealth Management
Illinois
$1.07M -$103K -1,945 -9%
MAM
86
Milestone Asset Management
Pennsylvania
$1.03M +$167K +3,164 +19%
WA
87
Waverly Advisors
Alabama
$1.01M +$87.7K +1,658 +9%
RC
88
Rovin Capital
Arizona
$934K +$21K +396 +2%
TPA
89
Trivium Point Advisory
Connecticut
$934K +$54.7K +1,033 +6%
VAG
90
VisionPoint Advisory Group
Texas
$841K -$290K -5,480 -26%
FFA
91
Farther Finance Advisors
California
$837K +$837K +15,813 +46,509%
NCM
92
Narwhal Capital Management
Georgia
$819K +$113K +2,136 +16%
CP
93
Castleview Partners
Texas
$785K -$95.5K -1,804 -11%
TNBTD
94
Trustmark National Bank Trust Department
Mississippi
$783K
UB
95
UMB Bank
Missouri
$776K +$212K +4,000 +37%
OFO
96
OneAscent Family Office
Alabama
$761K +$259K +4,892 +51%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$740K -$617K -11,666 -45%
CA
98
CoreCap Advisors
Michigan
$716K -$35.5K -671 -5%
OAS
99
Optivise Advisory Services
Tennessee
$702K +$45.4K +858 +7%
P
100
&Partners
Tennessee
$691K -$40K -755 -5%