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VanEck CLO ETF

150 hedge funds and large institutions have $676M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
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
SWP
101
Summit Wealth Partners
Florida
$445K
MOS
102
MGO One Seven
Ohio
$435K
RWA
103
Redhawk Wealth Advisors
Minnesota
$404K
QCM
104
Quantinno Capital Management
New York
$400K
MFG
105
Mosaic Financial Group
Illinois
$374K
WA
106
WESPAC Advisors
California
$343K
PIA
107
Perennial Investment Advisors
California
$342K
BWP
108
Balboa Wealth Partners
Arizona
$332K
WWA
109
Wealth Watch Advisors
Colorado
$318K
PWG
110
Portside Wealth Group
Utah
$301K
LI
111
LifeWealth Investments
Florida
$296K
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$292K
HI
113
Harbour Investments
Wisconsin
$275K
AWA
114
Arkadios Wealth Advisors
Georgia
$265K
FIM
115
Freedom Investment Management
Connecticut
$253K
SS
116
Sunbelt Securities
Texas
$244K
SSWM
117
Sheets Smith Wealth Management
North Carolina
$238K
SPC
118
Sigma Planning Corp
Michigan
$233K
KAS
119
Kestra Advisory Services
Texas
$224K
EC
120
Elequin Capital
New York
$216K
GFG
121
Goldstone Financial Group
Illinois
$215K
ACA
122
Ascension Capital Advisors
Texas
$214K
CP
123
Creekside Partners
California
$209K
BCWM
124
Bartlett & Co Wealth Management
Ohio
$200K
AAS
125
Ameritas Advisory Services
Nebraska
$177K