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VanEck CLO ETF

176 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, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
SF
101
Symphony Financial
Texas
$660K
Truist Financial
102
Truist Financial
North Carolina
$654K
AWM
103
Ariadne Wealth Management
California
$653K
AC
104
AlphaCore Capital
California
$603K
TAM
105
TCP Asset Management
Ohio
$589K
KCM
106
Key Capital Management
Tennessee
$551K
Natixis Advisors
107
Natixis Advisors
Massachusetts
$549K
SSWM
108
Sheets Smith Wealth Management
North Carolina
$485K
EWL
109
Emissary Wealth LLC
New Jersey
$453K
LTI
110
Laffer Tengler Investments
Tennessee
$448K
SWP
111
Summit Wealth Partners
Florida
$443K
MFG
112
Mosaic Financial Group
Illinois
$381K
WWA
113
Wealth Watch Advisors
Colorado
$362K
QCM
114
Quantinno Capital Management
New York
$360K
RWB
115
RMR Wealth Builders
New Jersey
$355K
LI
116
LifeWealth Investments
Florida
$350K
PWG
117
Portside Wealth Group
Utah
$348K
FH
118
FWG Holdings
Florida
$339K
BWP
119
Balboa Wealth Partners
Arizona
$329K
AWA
120
Arkadios Wealth Advisors
Georgia
$319K
HFO
121
Heritage Family Offices
Arizona
$317K
BOSSRA
122
B.O.S.S. Retirement Advisors
Utah
$316K
DWS
123
Discipline Wealth Solutions
South Carolina
$315K
DAS
124
Dynamic Advisor Solutions
Arizona
$301K
IA
125
IFP Advisors
Florida
$299K