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VanEck CLO ETF
CLOI

159 hedge funds and large institutions have $780M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 41

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $679M → $780M (+$101M)

5% more funds holding

Funds holding: 152 → 159 (+7)

1.19% less ownership

Funds ownership: 65.1% → 63.91% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
29
Increased
74
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independence Asset Advisors
Pennsylvania
+$25M
2
LPL Financial
LPL Financial
California
+$15.6M
3
OPAM
Ocean Park Asset Management
California
+$14M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$11.6M
5
SWA
Sax Wealth Advisors
New Jersey
+$7.97M

Top Sellers

1
PI
PineBridge Investments
New York
-$7.08M
2
SC
Syon Capital
California
-$6.49M
3
HIS
Harvest Investment Services
Illinois
-$5.44M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.3M
5
VWA
Visionary Wealth Advisors
Illinois
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
101
TCP Asset Management
Ohio
$593K -$1.24M -23,495 -68%
Truist Financial
102
Truist Financial
North Carolina
$576K -$200K -3,776 -26%
UB
103
UMB Bank
Missouri
$568K +$567K +10,700 New
LWA
104
Lowe Wealth Advisors
Maryland
$557K +$3.97K +75 +0.7%
HOWA
105
Heritage Oak Wealth Advisors
Florida
$533K -$103K -1,936 -16%
OFO
106
OneAscent Family Office
Alabama
$506K +$504K +9,520 New
VWA
107
Visionary Wealth Advisors
Illinois
$496K -$4.1M -77,441 -89%
SWP
108
Summit Wealth Partners
Florida
$446K – – –
RWA
109
Redhawk Wealth Advisors
Minnesota
$408K +$2.59K +49 +0.6%
MFG
110
Mosaic Financial Group
Illinois
$379K +$4.13K +78 +1%
QCM
111
Quantinno Capital Management
New York
$372K -$29.8K -563 -7%
CB
112
Chris Bulman
California
$346K -$123K -2,328 -26%
PWG
113
Portside Wealth Group
Utah
$332K +$30K +566 +10%
BWP
114
Balboa Wealth Partners
Arizona
$329K -$4.29K -81 -1%
KAS
115
Kestra Advisory Services
Texas
$315K +$90.1K +1,701 +40%
WWA
116
Wealth Watch Advisors
Colorado
$291K -$28K -528 -9%
SW
117
Simplicity Wealth
New Jersey
$290K +$289K +5,463 New
CWM
118
Collaborative Wealth Management
Florida
$281K +$280K +5,294 New
AWA
119
Arkadios Wealth Advisors
Georgia
$278K +$12.9K +243 +5%
HI
120
Harbour Investments
Wisconsin
$275K – – –
DWS
121
Discipline Wealth Solutions
South Carolina
$259K +$258K +4,875 New
SSWM
122
Sheets Smith Wealth Management
North Carolina
$239K – – –
PIA
123
Perennial Investment Advisors
California
$236K -$106K -2,009 -31%
Q1WB
124
Quest 10 Wealth Builders
Virginia
$233K +$8.74K +165 +4%
EC
125
Elequin Capital
New York
$217K – – –
3 4
5
6 7

CLOI Hedge Fund Activity: Q3 2025 in Review

159 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q3 2025, worth a combined $780M — up 15% from $679M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLOI positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 41 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $25M. The largest seller was PineBridge Investments, cutting an estimated $7.08M.

  • 159 institutional investors held VanEck CLO ETF (CLOI) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $780M of VanEck CLO ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 29 funds opened new VanEck CLO ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest VanEck CLO ETF buyer in Q3 2025 was Independence Asset Advisors, an estimated $25M added.
  • The largest VanEck CLO ETF seller in Q3 2025 was PineBridge Investments, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2025.