CLOI icon

VanEck CLO ETF

155 hedge funds and large institutions have $777M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
101
Lowe Wealth Advisors
Maryland
$557K
HOWA
102
Heritage Oak Wealth Advisors
Florida
$533K
OFO
103
OneAscent Family Office
Alabama
$506K
VWA
104
Visionary Wealth Advisors
Illinois
$496K
SWP
105
Summit Wealth Partners
Florida
$446K
RWA
106
Redhawk Wealth Advisors
Minnesota
$408K
MFG
107
Mosaic Financial Group
Illinois
$379K
QCM
108
Quantinno Capital Management
New York
$372K
LI
109
LifeWealth Investments
Florida
$351K
CB
110
Chris Bulman
California
$346K
PWG
111
Portside Wealth Group
Utah
$332K
BWP
112
Balboa Wealth Partners
Arizona
$329K
KAS
113
Kestra Advisory Services
Texas
$315K
CAM
114
Cresset Asset Management
Illinois
$300K
WWA
115
Wealth Watch Advisors
Colorado
$291K
SW
116
Simplicity Wealth
New Jersey
$290K
CWM
117
Collaborative Wealth Management
Florida
$281K
AWA
118
Arkadios Wealth Advisors
Georgia
$278K
HI
119
Harbour Investments
Wisconsin
$275K
DWS
120
Discipline Wealth Solutions
South Carolina
$259K
SSWM
121
Sheets Smith Wealth Management
North Carolina
$239K
PIA
122
Perennial Investment Advisors
California
$236K
Q1WB
123
Quest 10 Wealth Builders
Virginia
$233K
EC
124
Elequin Capital
New York
$217K
EH
125
Equitable Holdings
New York
$213K