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VanEck CLO ETF

156 hedge funds and large institutions have $683M invested in VanEck CLO ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
PSFG
126
Park Square Financial Group
Georgia
$141K
CA
127
Continuum Advisory
Idaho
$139K
AF
128
Allworth Financial
California
$137K
FWP
129
FAS Wealth Partners
Kansas
$88.5K
Jones Financial Companies
130
Jones Financial Companies
Missouri
$88K
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$84K
KWM
132
Kiker Wealth Management
Georgia
$72.8K
FWM
133
FSA Wealth Management
Massachusetts
$63.4K
T
134
Transce3nd
Texas
$56.5K
SPIA
135
Steward Partners Investment Advisory
New York
$42.6K
Comerica Bank
136
Comerica Bank
Texas
$39.4K
RCM
137
Raleigh Capital Management
North Carolina
$32.9K
CWC
138
Carolinas Wealth Consulting
North Carolina
$30.2K
CCM
139
Coldstream Capital Management
Washington
$28.7K
RFS
140
Richardson Financial Services
Massachusetts
$27.7K
VanEck Associates
141
VanEck Associates
New York
$24K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$19.8K
PS
143
Principal Securities
Iowa
$19.1K
SIC
144
Salem Investment Counselors
North Carolina
$15.9K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$13K
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$12.5K
FIM
147
FWL Investment Management
Texas
$11.4K
Morgan Stanley
148
Morgan Stanley
New York
$10.6K
VNA
149
Valley National Advisers
Pennsylvania
$10K
PA
150
Pineridge Advisors
Missouri
$9.6K