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VanEck CLO ETF

175 hedge funds and large institutions have $846M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
Truist Financial
101
Truist Financial
North Carolina
$654K
AWM
102
Ariadne Wealth Management
California
$653K
AC
103
AlphaCore Capital
California
$603K
TAM
104
TCP Asset Management
Ohio
$589K
KCM
105
Key Capital Management
Tennessee
$551K
Natixis Advisors
106
Natixis Advisors
Massachusetts
$549K
SSWM
107
Sheets Smith Wealth Management
North Carolina
$485K
EWL
108
Emissary Wealth LLC
New Jersey
$453K
LTI
109
Laffer Tengler Investments
Tennessee
$448K
SWP
110
Summit Wealth Partners
Florida
$443K
MFG
111
Mosaic Financial Group
Illinois
$381K
WWA
112
Wealth Watch Advisors
Colorado
$362K
QCM
113
Quantinno Capital Management
New York
$360K
RWB
114
RMR Wealth Builders
New Jersey
$355K
LI
115
LifeWealth Investments
Florida
$350K
PWG
116
Portside Wealth Group
Utah
$348K
FH
117
FWG Holdings
Florida
$339K
BWP
118
Balboa Wealth Partners
Arizona
$329K
AWA
119
Arkadios Wealth Advisors
Georgia
$319K
HFO
120
Heritage Family Offices
Arizona
$317K
BOSSRA
121
B.O.S.S. Retirement Advisors
Utah
$316K
DWS
122
Discipline Wealth Solutions
South Carolina
$315K
DAS
123
Dynamic Advisor Solutions
Arizona
$301K
IA
124
IFP Advisors
Florida
$299K
PIA
125
Perennial Investment Advisors
California
$287K