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VanEck CLO ETF

156 hedge funds and large institutions have $683M invested in VanEck CLO ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
SB
101
Strategic Blueprint
Georgia
$396K
AAS
102
Avantax Advisory Services
Texas
$391K
TSS
103
Two Sigma Securities
New York
$385K
MCM
104
MAI Capital Management
Ohio
$382K
PIA
105
Perennial Investment Advisors
California
$375K
SWA
106
Sax Wealth Advisors
New Jersey
$361K
BWP
107
Balboa Wealth Partners
Arizona
$351K
KJHP
108
K.J. Harrison & Partners
Ontario, Canada
$342K
TA
109
TFB Advisors
Kansas
$325K
HH
110
Hilltop Holdings
Texas
$318K
LI
111
LifeWealth Investments
Florida
$316K
MA
112
MONECO Advisors
Connecticut
$314K
WWA
113
Wealth Watch Advisors
Colorado
$301K
Q1WB
114
Quest 10 Wealth Builders
Virginia
$296K
FEM
115
Fulcrum Equity Management
Texas
$289K
MFG
116
Mosaic Financial Group
Illinois
$280K
HI
117
Harbour Investments
Wisconsin
$274K
SW
118
Simplicity Wealth
New Jersey
$261K
SSWM
119
Sheets Smith Wealth Management
North Carolina
$254K
SPC
120
Sigma Planning Corp
Michigan
$250K
PWG
121
Portside Wealth Group
Utah
$237K
DWP
122
Destiny Wealth Partners
Florida
$227K
SS
123
Sunbelt Securities
Texas
$196K
KAS
124
Kestra Advisory Services
Texas
$164K
MFS
125
Mattson Financial Services
Michigan
$153K