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VanEck CLO ETF

177 hedge funds and large institutions have $849M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

102% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 42

11% more funds holding

Funds holding: 159177 (+18)

9% more capital invested

Capital invested by funds: $780M → $849M (+$68.6M)

0.4% more ownership

Funds ownership: 63.91%64.3% (+0.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
41
Increased
85
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Symphony Financial
Texas
$660K +$5.87K +111 +0.9%
Truist Financial
102
Truist Financial
North Carolina
$654K +$81.8K +1,545 +14%
AWM
103
Ariadne Wealth Management
California
$653K +$654K +12,353 New
AC
104
AlphaCore Capital
California
$603K
TAM
105
TCP Asset Management
Ohio
$589K -$1.06K -20 -0.2%
KCM
106
Key Capital Management
Tennessee
$551K +$552K +10,439 New
Natixis Advisors
107
Natixis Advisors
Massachusetts
$549K +$550K +10,398 New
SSWM
108
Sheets Smith Wealth Management
North Carolina
$485K +$247K +4,675 +104%
EWL
109
Emissary Wealth LLC
New Jersey
$453K +$454K +8,587 New
LTI
110
Laffer Tengler Investments
Tennessee
$448K +$448K +8,475 New
SWP
111
Summit Wealth Partners
Florida
$443K
MFG
112
Mosaic Financial Group
Illinois
$381K +$4.02K +76 +1%
WWA
113
Wealth Watch Advisors
Colorado
$362K +$72.9K +1,377 +25%
QCM
114
Quantinno Capital Management
New York
$360K -$9.68K -183 -3%
RWB
115
RMR Wealth Builders
New Jersey
$355K +$356K +6,727 New
LI
116
LifeWealth Investments
Florida
$350K -$350K -6,609 -50%
PWG
117
Portside Wealth Group
Utah
$348K +$18.3K +345 +6%
FH
118
FWG Holdings
Florida
$339K +$338K +6,388 New
BWP
119
Balboa Wealth Partners
Arizona
$329K +$1.85K +35 +0.6%
AWA
120
Arkadios Wealth Advisors
Georgia
$319K +$41.9K +792 +15%
HFO
121
Heritage Family Offices
Arizona
$317K +$317K +6,000 New
BOSSRA
122
B.O.S.S. Retirement Advisors
Utah
$316K -$731K -13,819 -70%
DWS
123
Discipline Wealth Solutions
South Carolina
$315K +$57.4K +1,085 +22%
DAS
124
Dynamic Advisor Solutions
Arizona
$301K +$302K +5,701 New
IA
125
IFP Advisors
Florida
$299K +$92.5K +1,748 +45%