VanEck CLO ETF
CLOI
157 hedge funds and large institutions have $688M invested in VanEck CLO ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 15 closing their positions.
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
148% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 31
26% more capital invested
Capital invested by funds: $545M → $688M (+$142M)
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
15% more funds holding
Funds holding: 136 → 157 (+21)
1.09% less ownership
Funds ownership: 68.91% → 67.82% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$12.3M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$10.4M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$16.3M |
| 2 |
Goldman Sachs
New York
|
-$15.8M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$2.75M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.5M |
| 5 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
-$2.06M |
CLOI Hedge Fund Activity: Q1 2025 in Review
157 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q1 2025, worth a combined $688M — up 26% from $545M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new CLOI positions and 15 closed out — a net gain of 25 holders — while 77 added to existing stakes and 31 trimmed.
The largest buyer was LPL Financial, adding an estimated $22.6M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $16.3M.
- 157 institutional investors held VanEck CLO ETF (CLOI) as of Q1 2025, up from 136 in Q4 2024.
- Funds reported $688M of VanEck CLO ETF stock for Q1 2025, up 26% quarter-over-quarter.
- 40 funds opened new VanEck CLO ETF positions in Q1 2025 and 15 closed out, a net change of +25 holders.
- The largest VanEck CLO ETF buyer in Q1 2025 was LPL Financial, an estimated $22.6M added.
- The largest VanEck CLO ETF seller in Q1 2025 was Redhawk Wealth Advisors, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2025.