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VanEck CLO ETF

148 hedge funds and large institutions have $668M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
1.99%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
30
Increased
56
Reduced
55
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSFG
126
Park Square Financial Group
Georgia
$110K -$31.3K -592 -22%
FWP
127
FAS Wealth Partners
Kansas
$81.6K -$7.1K -134 -8%
KWM
128
Kiker Wealth Management
Georgia
$74.5K +$1.59K +30 +2%
PTC
129
Private Trust Company
Ohio
$66.2K +$66.2K +1,250 New
FWM
130
FSA Wealth Management
Massachusetts
$63.5K
T
131
Transce3nd
Texas
$43.5K -$13.1K -247 -23%
Comerica Bank
132
Comerica Bank
Texas
$32.4K -$7.04K -133 -18%
Morgan Stanley
133
Morgan Stanley
New York
$24.3K +$13.7K +259 +130%
VanEck Associates
134
VanEck Associates
New York
$24K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$19.9K
SIC
136
Salem Investment Counselors
North Carolina
$15.9K
SA
137
Scarborough Advisors
Maryland
$14.7K +$14.7K +278 New
GRP
138
Global Retirement Partners
California
$14.6K +$14.6K +276 New
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$13K +$154 +3 +1%
FIM
140
FWL Investment Management
Texas
$11.4K
VNA
141
Valley National Advisers
Pennsylvania
$10K
PA
142
Pineridge Advisors
Missouri
$7.08K -$2.54K -48 -26%
PS
143
Principal Securities
Iowa
$5.03K -$14.1K -267 -74%
AIP
144
Ameritas Investment Partners
Nebraska
$4.77K +$4.77K +90 New
SWM
145
Spire Wealth Management
Virginia
$2.93K +$53 +1 +2%
FGC
146
Financial Gravity Companies
Texas
$741 +$741 +14 New
SCM
147
Sterling Capital Management
North Carolina
$477 -$159 -3 -25%
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$265 -$3.16M -59,603 -100%
CCMG
149
Clark Capital Management Group
Pennsylvania
-$9.79M -185,344 Closed
PCP
150
Proficio Capital Partners
Massachusetts
-$9.17M -173,510 Closed