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VanEck CLO ETF

158 hedge funds and large institutions have $779M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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
UB
101
UMB Bank
Missouri
$568K
LWA
102
Lowe Wealth Advisors
Maryland
$557K
HOWA
103
Heritage Oak Wealth Advisors
Florida
$533K
OFO
104
OneAscent Family Office
Alabama
$506K
VWA
105
Visionary Wealth Advisors
Illinois
$496K
SWP
106
Summit Wealth Partners
Florida
$446K
RWA
107
Redhawk Wealth Advisors
Minnesota
$408K
MFG
108
Mosaic Financial Group
Illinois
$379K
QCM
109
Quantinno Capital Management
New York
$372K
LI
110
LifeWealth Investments
Florida
$351K
CB
111
Chris Bulman
California
$346K
PWG
112
Portside Wealth Group
Utah
$332K
BWP
113
Balboa Wealth Partners
Arizona
$329K
KAS
114
Kestra Advisory Services
Texas
$315K
CAM
115
Cresset Asset Management
Illinois
$300K
WWA
116
Wealth Watch Advisors
Colorado
$291K
SW
117
Simplicity Wealth
New Jersey
$290K
CWM
118
Collaborative Wealth Management
Florida
$281K
AWA
119
Arkadios Wealth Advisors
Georgia
$278K
HI
120
Harbour Investments
Wisconsin
$275K
DWS
121
Discipline Wealth Solutions
South Carolina
$259K
SSWM
122
Sheets Smith Wealth Management
North Carolina
$239K
PIA
123
Perennial Investment Advisors
California
$236K
Q1WB
124
Quest 10 Wealth Builders
Virginia
$233K
EC
125
Elequin Capital
New York
$217K