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VanEck CLO ETF

155 hedge funds and large institutions have $777M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
CP
126
Creekside Partners
California
$209K
BCWM
127
Bartlett & Co Wealth Management
Ohio
$200K
AssetMark Inc
128
AssetMark Inc
California
$144K
CIR
129
Clear Investment Research
Georgia
$88.8K
FWP
130
FAS Wealth Partners
Kansas
$84.7K
KWM
131
Kiker Wealth Management
Georgia
$74.7K
PTC
132
Private Trust Company
Ohio
$66.4K
FWM
133
FSA Wealth Management
Massachusetts
$63.7K
AAS
134
Ameritas Advisory Services
Nebraska
$37.4K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$37K
Comerica Bank
136
Comerica Bank
Texas
$32.5K
Morgan Stanley
137
Morgan Stanley
New York
$24.3K
VanEck Associates
138
VanEck Associates
New York
$23K
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$19.9K
ASN
140
Advisory Services Network
Georgia
$18.6K
SIC
141
Salem Investment Counselors
North Carolina
$15.9K
AFWM
142
Abich Financial Wealth Management
Virginia
$15.3K
GRP
143
Global Retirement Partners
California
$14.8K
SWM
144
Spire Wealth Management
Virginia
$13.2K
FIM
145
FWL Investment Management
Texas
$11.5K
VNA
146
Valley National Advisers
Pennsylvania
$10K
TCOV
147
Trust Company of Vermont
Vermont
$7.49K
PA
148
Pineridge Advisors
Missouri
$7.33K
TFGT
149
TS Financial Group (TSFG)
Illinois
$6K
PS
150
Principal Securities
Iowa
$2.5K