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VanEck CLO ETF

167 hedge funds and large institutions have $771M invested in VanEck CLO ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

5.51% less ownership

Funds ownership: 64.3%58.79% (-5.5%)

6% less funds holding

Funds holding: 177167 (-10)

9% less capital invested

Capital invested by funds: $849M → $771M (-$77.5M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
2.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
25
Increased
70
Reduced
58
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$528K +$227K +4,309 +76%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$511K -$228K -4,315 -31%
SF
103
Symphony Financial
Texas
$505K -$153K -2,902 -23%
LTI
104
Laffer Tengler Investments
Tennessee
$484K +$37.6K +712 +8%
RWB
105
RMR Wealth Builders
New Jersey
$482K +$128K +2,424 +36%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$436K -$47.5K -900 -10%
WPC
107
Wedmont Private Capital
Pennsylvania
$417K +$418K +7,927 New
WWA
108
Wealth Watch Advisors
Colorado
$411K +$49.6K +939 +14%
AWA
109
Arkadios Wealth Advisors
Georgia
$401K +$83K +1,572 +26%
Truist Financial
110
Truist Financial
North Carolina
$387K -$266K -5,034 -41%
IA
111
IFP Advisors
Florida
$376K +$78K +1,478 +26%
Raymond James Financial
112
Raymond James Financial
Florida
$365K +$365K +6,920 New
AWM
113
AE Wealth Management
Kansas
$361K -$12.5M -237,475 -97%
PWG
114
Portside Wealth Group
Utah
$355K +$7.55K +143 +2%
MFG
115
Mosaic Financial Group
Illinois
$345K -$35.8K -678 -9%
FH
116
FWG Holdings
Florida
$306K -$30K -569 -9%
EWL
117
Emissary Wealth LLC
New Jersey
$302K -$151K -2,855 -33%
BWP
118
Balboa Wealth Partners
Arizona
$302K -$26.7K -505 -8%
CP
119
Creekside Partners
California
$267K
SWP
120
Summit Wealth Partners
Florida
$263K -$180K -3,413 -41%
BW
121
BXM Wealth
Colorado
$262K +$262K +4,965 New
WA
122
WESPAC Advisors
California
$259K -$2.57M -48,705 -91%
RWA
123
Redhawk Wealth Advisors
Minnesota
$255K +$1K +19 +0.4%
LWM
124
Lionsbridge Wealth Management
Florida
$254K +$254K +4,822 New
SFC
125
Strategic Financial Concepts
Texas
$253K +$253K +4,801 New