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VanEck CLO ETF
CLOI

Overview Fund Activity

112 hedge funds and large institutions have $407M invested in VanEck CLO ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
39
Increased
51
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$32.1M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.6M
4
SC
4
Syon Capital
California
$17.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$9.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
HOWA
2
Heritage Oak Wealth Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$644K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$104K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$170K
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
101
Global Retirement Partners
California
$19.2K 361 +96 +36%
SIC
102
Salem Investment Counselors
North Carolina
$15.9K 300 +300 New
PW
103
Paladin Wealth
Minnesota
$15.6K 295 +295 New
RFS
104
Richardson Financial Services
Massachusetts
$14.1K 266 +266 New
MCM
105
MV Capital Management
Maryland
$13.9K 262 – –
VanEck Associates
106
VanEck Associates
New York
$13K 238 -215 -47%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$13K 243 +243 New
FFO
108
Fortitude Family Office
Arizona
$7.37K 139 +139 New
LWA
109
Lowe Wealth Advisors
Maryland
$6.95K 131 – –
FGC
110
Financial Gravity Companies
Texas
$743 14 +14 New
FFA
111
Farther Finance Advisors
California
$159 3 +3 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$53 1 – –
Citadel Advisors
113
Citadel Advisors
Florida
– – -68,841 Closed
HOWA
114
Heritage Oak Wealth Advisors
Florida
– – -38,592 Closed
OPAM
115
Ocean Park Asset Management
California
– – -25,200 Closed
BCA
116
Bay Colony Advisors
Massachusetts
– – -10,341 Closed
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
– – -10,285 Closed
AAS
118
Ameritas Advisory Services
Nebraska
– – -9,072 Closed
SWM
119
Seed Wealth Management
Illinois
– – -8,310 Closed
CIA
120
Concurrent Investment Advisors
Florida
– – -4,750 Closed
TSS
121
Two Sigma Securities
New York
– – -3,964 Closed
BPWM
122
Black Point Wealth Management
Florida
– – -3,865 Closed
BFA
123
Brown Financial Advisors
Ohio
– – -313 Closed
PCM
124
Penserra Capital Management
California
– – -150 Closed
TWP
125
Triad Wealth Partners
Kansas
– – -94 Closed
2 3 4
5
6