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VanEck CLO ETF

152 hedge funds and large institutions have $679M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CB
101
Chris Bulman
California
$469K
SWP
102
Summit Wealth Partners
Florida
$445K
MOS
103
MGO One Seven
Ohio
$435K
RWA
104
Redhawk Wealth Advisors
Minnesota
$404K
QCM
105
Quantinno Capital Management
New York
$400K
MFG
106
Mosaic Financial Group
Illinois
$374K
WA
107
WESPAC Advisors
California
$343K
PIA
108
Perennial Investment Advisors
California
$342K
BWP
109
Balboa Wealth Partners
Arizona
$332K
WWA
110
Wealth Watch Advisors
Colorado
$318K
PWG
111
Portside Wealth Group
Utah
$301K
LI
112
LifeWealth Investments
Florida
$296K
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$292K
HI
114
Harbour Investments
Wisconsin
$275K
AWA
115
Arkadios Wealth Advisors
Georgia
$265K
FIM
116
Freedom Investment Management
Connecticut
$253K
SS
117
Sunbelt Securities
Texas
$244K
SSWM
118
Sheets Smith Wealth Management
North Carolina
$238K
SPC
119
Sigma Planning Corp
Michigan
$233K
KAS
120
Kestra Advisory Services
Texas
$224K
Q1WB
121
Quest 10 Wealth Builders
Virginia
$224K
EC
122
Elequin Capital
New York
$216K
GFG
123
Goldstone Financial Group
Illinois
$215K
ACA
124
Ascension Capital Advisors
Texas
$214K
CP
125
Creekside Partners
California
$209K